MSCI AI Portfolio Insights is a cutting-edge risk management solution that combines generative artificial intelligence (GenAI) with MSCI's advanced analytics tools and modeling technologies. This innovative platform is designed to help institutional investors, including asset managers, hedge funds, and asset owners, better identify and manage emerging risks in their portfolios. By leveraging cloud technology and data warehousing, AI Portfolio Insights provides fast access to data, automated anomaly detection, and dynamic visualizations. The solution offers a comprehensive view of risk and performance levels across portfolios, highlighting changes over time and key drivers. With its AI-powered capabilities, the platform can surface important insights, answer complex questions through natural language interaction, and facilitate more efficient collaboration between risk and investment teams. AI Portfolio Insights aims to transform risk reporting, making it more insightful and accessible for investment decision-makers.

Barra Aegis Suite is an integrated set of equity investment analytics and portfolio management tools designed to help users actively manage equity risk against expected returns. It provides comprehensive risk analysis, performance attribution, and portfolio optimization capabilities powered by Barra's multi-factor risk models. The suite allows portfolio managers to decompose risk into meaningful sources, evaluate performance in detail, test investment strategies, and construct efficient portfolios.

Barra PortfolioManager is a cloud-based, interactive platform designed for professional equity investors. It offers a flexible and customizable user interface for sharing strategies, analytics, and reports. The software provides comprehensive tools for portfolio attribution, risk analysis, scenario testing, portfolio construction, and strategy development. Key features include custom factor attribution, scenario and what-if analysis, portfolio optimization, and automated reporting. Barra PortfolioManager also incorporates peer analytics and risk delta analytics, enabling investment managers to better understand their competitive landscape. Built on a secure hosted platform, it ensures data protection through independent audits. The software is accessible from any internet-enabled computer and receives automatic upgrades, making it a versatile solution for investment professionals seeking in-depth portfolio management capabilities.

MSCI CSRD Metrics Solution is a comprehensive offering designed to help companies comply with the Corporate Sustainability Reporting Directive (CSRD). It provides tools for conducting double materiality assessments, reporting on European Sustainability Reporting Standards (ESRS), collecting private data, and assessing asset-level nature impacts. The solution includes over 350 sustainability metrics for 11,000 companies, a platform for private asset data collection, and a geospatial database covering 1+ million asset locations. It aims to simplify CSRD reporting for CSO offices at financial institutions, advisors, and corporates by leveraging MSCI's expertise in financial materiality and extensive ESG and climate datasets. The solution also offers integrated reporting capabilities for financing activities and GHG Scope 3 emissions calculations.

MSCI's EBA Pillar 3 ESG Disclosure Solutions assist banks in measuring and reporting climate-related risks in compliance with the European Banking Authority's ESG Pillar 3 framework. The solution supports granular reporting required by the EBA ESG Pillar 3 disclosure mandates and aligns with TCFD recommendations and EU Taxonomy activities. It caters to banks with securities traded on EU regulated markets, requiring them to report climate risks across four main categories starting in 2023. The framework includes 10 reporting templates covering climate-related risks, mitigation actions, green asset exposure, and sustainability integration in risk management. MSCI's climate data and metrics are designed to help financial institutions report consistently across various global and regional ESG frameworks

The EU Taxonomy is a classification system defining environmentally sustainable economic activities. It requires financial institutions to disclose their exposure to taxonomy-aligned activities through a green asset ratio. The taxonomy considers six environmental objectives: climate change mitigation, climate change adaptation, sustainable use of water and marine resources, transition to a circular economy, pollution prevention and control, and protection of biodiversity and ecosystems. To be taxonomy-aligned, activities must substantially contribute to at least one objective, do no significant harm to others, and meet minimum social safeguards. The EU Taxonomy Dataset helps financial market participants identify and measure companies' involvement in taxonomy-aligned activities, offering reported and estimated metrics for over 12,000 issuers, 53,000 funds, and 6,000 indexes.

The MSCI Factor Crowding Model is a sophisticated tool designed to help investment managers gain insights into market positioning through factor analysis. It enables timely decision-making on potentially crowded factors, providing an easy-to-interpret dashboard for quick assessment of market conditions. The model leverages MSCI Barra's latest generation of factor models and is available for both US and global equity markets. Key features include determining factor crowding risks, monitoring portfolio susceptibility to crowding, alerting to potential bubbles, and identifying opportunities to capitalize on crowding trends. The model integrates multiple dimensions of crowding analysis, offering a comprehensive view of factor positioning over time and allowing investors to make informed decisions about potentially crowded or uncrowded factors.

MSCI's Fixed Income Analytics provides comprehensive tools and insights tailored for fixed income investors. Designed to enhance portfolio management, it integrates climate, ESG, and liquidity considerations into the investment process. The analytics suite supports all fixed income instruments, offering sophisticated risk and performance analytics that seamlessly fit into existing workflows. With features spanning portfolio construction, monitoring, analysis, and reporting, it empowers investment managers to operate efficiently in a competitive landscape.

MSCI Hedge Fund Crowding is a sophisticated tool designed to measure and analyze crowding in hedge funds, providing crucial insights into their impact on market risk. This service leverages MSCI's proprietary HedgePlatform data to offer a comprehensive view of hedge fund positioning, including both long and short positions. It provides timely, accurate, and global coverage of hedge fund activities, allowing institutional investors to understand potential crowding risks, identify high-conviction positions, and analyze portfolio risks across multiple dimensions. The tool offers unique advantages over publicly available data sources, such as U.S. Form 13F filings, by providing more frequent updates and broader coverage. MSCI Hedge Fund Crowding is an essential resource for investors seeking to navigate the complex landscape of hedge fund investments and manage associated risks effectively.

MSCI's Multi-Asset Class Factor Models provide investors with a comprehensive framework to identify and analyze key drivers of risk and return across various asset classes. These models offer a consistent approach to factor-based asset allocation, enabling investors to simplify complex exposures, capture systematic strategies, and communicate portfolio insights at different levels of granularity. The models support the shift towards outcome-oriented strategies and help balance risk profiles with return targets. By integrating factors across equities, fixed income, commodities, and currencies, MSCI's Multi-Asset Class Factor Models allow investors to make more informed decisions, optimize their portfolios, and better manage their investment objectives in the dynamic global market landscape.