MSCI Inc. (NYSE:MSCI), a leading provider of investment decision
support tools worldwide, announced today that Labour Union
Co-operative Retirement Fund (LUCRF), Australia’s first industry
superannuation fund, has chosen BarraOne to provide them
with a holistic, multi-asset class approach to measuring,
monitoring and reporting market and active investment risk. LUCRF,
which currently has approximately AUD 4.3 billion in funds under
management, was created in 1987 and has more than 180,000 members
across Australia.
“We believe that BarraOne will enhance our understanding of the
sources of risk across all our investment strategies and managers,”
said Roger McIntosh, Head of Investments for LUCRF. “It will also
provide the basis for a more cohesive framework to evaluate, model
and implement investment decisions. The main reasons we chose
BarraOne were MSCI's commitment to developing a service offering
specifically tailored for asset owners, the depth and availability
of index information across multiple sources, sophisticated
portfolio construction and risk modelling tools and access to
relevant, actionable portfolio management research.”
“We are delighted that LUCRF has joined the growing number of
asset owners in Australia, including CBUS and HESTA, and globally
using BarraOne for their multi-asset class risk management,” said
Michael Anderson, Executive Director and Head of Client Coverage
for MSCI in Australia and New Zealand. “Many of our clients based
in Australia are using BarraOne to help them address the APRA
prudential standards which require superannuation entities to
demonstrate their understanding of the sources of risk and returns,
and their stress testing capabilities.”
BarraOne is a global, multi-asset platform for total plan risk
and performance, providing multiple views of risk, including common
factor, stress testing, Value at Risk (VaR) and sensitivity-based
analytics. For more information on BarraOne, please visit our
website.
About MSCI
MSCI Inc. is a leading provider of investment decision support
tools to investors globally, including asset managers, banks, hedge
funds and pension funds. MSCI products and services include
indexes, portfolio risk and performance analytics, and ESG data and
research.
The company’s flagship product offerings are: the MSCI indexes
with approximately USD 9 trillion estimated to be benchmarked to
them on a worldwide basis1; Barra multi-asset class factor models,
portfolio risk and performance analytics; RiskMetrics multi-asset
class market and credit risk analytics; IPD real estate
information, indexes and analytics; MSCI ESG (environmental, social
and governance) Research screening, analysis and ratings; and FEA
valuation models and risk management software for the energy and
commodities markets. MSCI is headquartered in New York, with
research and commercial offices around the world.
1As of March 31, 2014, as reported in June 2014, by eVestment,
Lipper and Bloomberg
For further information on MSCI, please visit our web site
at www.msci.com
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