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Average Ratings 0 Ratings

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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

Description

MSCI is an investment intelligence and financial analytics platform designed to help asset managers, institutional investors, banks, and financial advisors evaluate markets and manage investment portfolios. The company provides widely used financial indexes covering global equities, fixed income, emerging markets, investment factors, sustainability, and private assets. Its portfolio analytics capabilities help investment professionals analyze performance, understand risk exposures, measure factor contributions, and compare investment strategies against established benchmarks. MSCI's risk management solutions provide multi-asset risk modeling, stress testing, scenario analysis, and enterprise-wide monitoring of portfolio exposures. Private market solutions support investment benchmarking, portfolio construction, performance analysis, fund due diligence, and risk assessment across private equity, private credit, real estate, and infrastructure investments. Its sustainability and climate analytics help organizations evaluate environmental risks, measure portfolio carbon emissions, and incorporate sustainability considerations into investment decisions. AI-powered tools such as AI Portfolio Insights enable users to investigate portfolio risk drivers and obtain explanations of changes in investment performance through natural language questions. The platform also provides wealth management solutions for building personalized portfolios, monitoring investment strategies, and supporting financial advisor workflows. MSCI offers interactive dashboards, financial research, configurable risk models, data feeds, and APIs that connect investment analytics with portfolio management applications and enterprise technology systems.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

BarraOne No 
ChatGPT No 
Claude No 
First Street No 
Gemini No 
MSCI Real Estate Enterprise Analytics No 
MSCI Wealth Manager No 
Microsoft Copilot No 
Model Context Protocol (MCP) No 
Total Plan Manager No 

Integrations

BarraOne Yes 
ChatGPT Yes 
Claude Yes 
First Street Yes 
Gemini Yes 
MSCI Real Estate Enterprise Analytics Yes 
MSCI Wealth Manager Yes 
Microsoft Copilot Yes 
Model Context Protocol (MCP) Yes 
Total Plan Manager Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

www.msci.com

Product Features

Decision Support

Application Development No 
Budgeting & Forecasting No 
Data Analysis Yes 
Decision Tree Analysis No 
Monte Carlo Simulation Yes 
Performance Metrics Yes 
Rules-Based Workflow Yes 
Sensitivity Analysis No 
Thematic Mapping No 
Version Control No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

Product Features

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Risk Management

Alerts/Notifications No 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment No 

Sustainability

Audit Management No 
Benchmarking No 
Compliance Management No 
Corrective Actions (CAPA) No 
Emissions Management No 
Employee Training No 
Energy Management No 
Incident Management No 
KPIs No 
Performance Metrics No 
Stakeholder Engagement No 
Supplier Management No 
Waste Management No 

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