MSCI Launches Portfolio Customization Solution to Enable Portfolio Managers to Personalize SMAs for Clients
21 Junho 2023 - 5:00AM
Business Wire
Quantitative Investment Solutions enable
investment advisers to meet growing investor demand for
cost-effective tax management, tailored strategies
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision
support tools and services for the global investment community,
today announced the launch of Quantitative Investment Solutions
(QIS) – a new set of tools to help portfolio managers customize
separately managed account (SMA) portfolios efficiently and at
scale.
Using MSCI QIS, managers can tailor portfolios to their clients’
specific values and investment goals quickly and efficiently. In
addition to tax requirements, managers that offer SMAs can
implement customization requests spanning single company
exclusions, industry exclusions, ESG and style preferences.
The QIS toolkit includes a portfolio construction service for
separate account management that enables equity portfolio managers
at asset managers and other investment advisers to manage tax
implications for their clients across different scenarios, – such
as close model tracking, tax neutral, or tax loss maximization, –
in addition to providing daily updates that show proposed trades
for different accounts based on the clients’ investment
objectives.
MSCI QIS gives portfolio managers access to unique tax strategy
templates, enabling them to select and apply a variety of
constraints and objectives that match their client’s current tax
and exposure considerations.
Through cloud-based technology, QIS links the MSCI tax
optimization tool to MSCI’s indexes, ESG ratings, carbon emissions
and factor models to allow portfolio managers to implement unique
portfolio requests from clients in an efficient manner.
Asset managers are challenged to meet the growing demand for
SMAs across their client base. The implementation of custom
requirements for SMAs is highly labor intensive and requires
integrations of various technological systems and teams in such
ways that create operational risks.
Mark Carver, Head of Equity Portfolio Management and Equity
Factors at MSCI, said: “In an age where customization is in
demand in every facet of business, portfolio managers are
constantly being faced with the challenge of balancing multiple
investment objectives to address an individual client’s needs.
Whether it’s reflecting their personal preferences with respect to
investment strategies in their portfolios, or managing their
ongoing tax liabilities, MSCI QIS is designed to not only allow
portfolio managers to gauge their clients’ needs, but also compete
more effectively for assets by meeting a wider range of custom
requirements in a shorter period.”
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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