MSCI Quantitative Investment Solutions (QIS) is an advanced optimization toolkit designed to help portfolio managers customize separately managed accounts (SMAs) efficiently and at scale. This solution addresses the growing demand for personalized investment outcomes that align with individual investors' unique values, preferences, and situations. QIS offers a seamless integration of MSCI's optimization engine into portfolio management workflows, providing greater transparency, control, and the ability to scale to thousands of portfolios daily.

Key Features

Customization at Scale QIS enables portfolio managers to create personalized and tax-advantaged portfolios efficiently for a large number of clients.

• Hosted and scalable optimization toolkit
• Easy integration into existing portfolio management workflows

Tax Strategy Templates The solution provides pre-built and customizable tax strategy templates for various use cases.

• Tax Advantaged Model Tracking
• Tax Neutral
• Gain Realization
• Max Loss Harvesting

Seamless Data Access QIS offers pre-integrated data and capabilities through its API.

• MSCI Indexes (with history)
• MSCI risk models
• ESG data and screens
• Carbon and climate data
• Factors: Crowding, FactorLab

Benefits

Operational Efficiency QIS streamlines portfolio management processes, reducing time and costs associated with customization.

• Efficient delivery of client-specific tax optimization
• Automation of portfolio implementation tasks

Enhanced Client Service The solution enables portfolio managers to provide more personalized and value-added services to clients.

• Ability to address individual client preferences and values
• Creation of tax-advantaged portfolios tailored to client needs

Scalability and Cost Control QIS offers cloud-based technology and usage-based pricing for flexible and cost-effective implementation.

• Meet high-volume business needs with cloud technology
• Predictable costs aligned with the value created from the service