MSCI Launches New Client-Driven Index Solutions for Asset Owners
18 Outubro 2022 - 5:00AM
Business Wire
Institutional Client-Designed Indexes can adapt
to changes in investment strategy at pension funds, sovereign
wealth funds, and endowments
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision
support tools and services for the global investment community, has
announced the launch of Institutional Client-Designed Indexes
(iCDI), furthering the abilities of institutional asset owners to
customize and adapt indexes that underpin their investment
strategies.
Pension funds, sovereign wealth funds, endowments, and other
institutional asset owners are increasingly evolving their
investment strategies to account for impacts of a fast-changing
market, with adjustments ranging from shifts in factor rotation to
adoption of their own unique ESG and climate investing objectives.
MSCI iCDIs are designed to allow asset owners to modify an index’s
methodology as these changes arise instead of switching indexes
completely when their investment strategies shift.
Supported by unbiased data and analysis from MSCI’s solutions
research team, asset owners can select initial index criteria for
an iCDI, which can target ESG, Climate, Factor, Thematic, or any
other considerations. Their selected iCDI solution can serve as an
index for an indexed mandate managed by the asset owner internally
or by a third-party asset manager.
Asset owners can leverage regularly provided insights from
solutions research to pinpoint sources of performance, quantify
evolving risks and opportunities, and pro-actively adjust their
index methodology as needed to ensure its continuous suitability
for their specific strategy. In addition to regular index
check-ins, iCDI monitoring includes:
- Risk and performance analysis, including extra-financial
characteristics like ESG, climate, and thematic factors;
- Topical research relevant to the iCDI;
- Stress test analysis reflecting the potential impact of the
evolving economic and financial situations.
Sebastien Lieblich, Head of Indexed Licensing at MSCI,
said: “Asset owners’ investment mandates are moving beyond
market-cap based strategies as factors like climate change,
regulatory, and geopolitical developments rapidly reshape global
markets and economies. With record-high inflation driving
volatility across a wide range of markets, investors have also been
challenged to reassess their asset allocation strategies. In
working with the largest institutional investors in the world, MSCI
saw the need for an index solution that asset owners could evolve
over time as they adjust their investment strategies in response to
new developments and changes in their performance and risk outlook.
The launch of iCDIs represents a sea change in how asset owners can
access MSCI’s solutions, putting customization and pro-active
monitoring at the forefront of index-based investing.”
About MSCI Inc.
MSCI is a leading provider of critical decision support tools
and services for the global investment community. With over 50
years of expertise in research, data, and technology, we power
better investment decisions by enabling clients to understand and
analyze key drivers of risk and return and confidently build more
effective portfolios. We create industry-leading research-enhanced
solutions that clients use to gain insight into and improve
transparency across the investment process.
This press release contains forward-looking statements within
the meaning of the Private Securities Litigation Reform Act of
1995. Forward-looking statements relate to future events or
performance and involve risks that may cause actual results or
performance differ materially and you should not place undue
reliance on them. Risks that could affect results or performance
are in MSCI’s Annual Report on Form 10-K for the most recent fiscal
year ended on December 31 that is filed with the SEC. MSCI does not
undertake to update any forward-looking statements. No information
herein constitutes investment advice or should be relied on as
such. MSCI grants no right or license to use its products or
services without an appropriate license. MSCI MAKES NO EXPRESS OR
IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR
PURPOSE OR OTHERWISE WITH RESPECT TO THE INFORMATION HEREIN AND
DISCLAIMS ALL LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY LAW.
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