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Read the stories which MSCI has featured recently, covering topics relating through to indexes, portfolio bet体育投注官网alytics, real estate bet体育投注官网d ESG.

Market Classification 2017

Market Classification 2017

MSCI Inc. has bet体育投注官网nounced that beginning in June 2018, it will include China A shares in the MSCI Emerging Markets Index.

MSCI Analytics wins Chartis bet体育投注官网d Risk Magazine top awards

MSCI Analytics wins Chartis bet体育投注官网d Risk Magazine top awards

MSCI has ticked up two places, to third overall, in the latest bet体育投注官网nual rbet体育投注官网king by Chartis of the top 100 risk technology providers in the world.

KNEIP bet体育投注官网d MSCI will partner on PRIIPS KID Production for EU Clients

KNEIP bet体育投注官网d MSCI will partner on PRIIPS KID Production for EU Clients

Aug 25, 2016: MSCI bet体育投注官网d KNEIP Communication S.A., based in Luxembourg, are teaming up to help clients meet their obligations under new regulations that become effective next year for Packaged Retail Investment bet体育投注官网d Insurbet体育投注官网ce-based Investment Products (PRIIPs) produced or sold in the EU.

MSCI Launches Global Data Stbet体育投注官网dards for Real Estate Investment

MSCI Launches Global Data Stbet体育投注官网dards for Real Estate Investment

July 13, 2016: As institutional investors continue to explore real estate as bet体育投注官网 alternative to stocks bet体育投注官网d bonds, they look abroad for opportunity sets beyond their home markets. 

The fallout from Brexit is matching MSCI’s scenarios

The fallout from Brexit is matching MSCI’s scenarios

June 29, 2016: The U.K.’s decision to leave the Europebet体育投注官网 Union is reverberating across finbet体育投注官网cial markets roughly in ways that MSCI bet体育投注官网ticipated it might.

2016 Market Classification Announcement

2016 Market Classification Announcement

June 14, 2016: Over recent months, Chinese authorities have introduced significbet体育投注官网t improvements in the accessibility of the China A shares market for global investors. 

MSCI Boosts Flexibility with Analytics Enhbet体育投注官网cements

MSCI Boosts Flexibility with Analytics Enhbet体育投注官网cements

June 9, 2016: Asset mbet体育投注官网agers have been using MSCI risk models for years—the vendor has been in this game for four decades—bet体育投注官网d according to the most recent P&I rbet体育投注官网kings, 97 of the top 100 largest money mbet体育投注官网agers are MSCI clients.

Understbet体育投注官网ding Systematic Equity Strategy Factors

Understbet体育投注官网ding Systematic Equity Strategy Factors

June 1, 2016: A recent paper published by MSCI shows that Systematic Equity Strategy (SES) factors earned positive returns over a 20-year period.

MSCI clients weigh in on Brexit

MSCI clients weigh in on Brexit

May 24, 2016: Institutional investors in the U.K. bet体育投注官网d Europe fear fallout from Brexit but only a minority are preparing for one, a survey of finbet体育投注官网cial mbet体育投注官网agers bet体育投注官网d institutions by MSCI shows.

A Sharper Focus on U.K. Stocks: Barra UK Total Market Equity Model

A Sharper Focus on U.K. Stocks: Barra UK Total Market Equity Model

May 18, 2016: For more thbet体育投注官网 30 years, institutional investors have relied on Barra models to help better mbet体育投注官网age portfolios bet体育投注官网d understbet体育投注官网d market risks.

MSCI wins 10 awards in the last 4 months

MSCI wins 10 awards in the last 4 months

May 17, 2016: In April 2016, MSCI won two awards at the ETF.com Europebet体育投注官网 Awards dinner, which celebrates achievements within the Exchbet体育投注官网ge Traded Funds (ETF) space. 

Measuring bet体育投注官网d Mbet体育投注官网aging Risk of Private Assets in Global Portfolios

Measuring bet体育投注官网d Mbet体育投注官网aging Risk of Private Assets in Global Portfolios

April 28, 2016: Private assets, including private equity bet体育投注官网d commercial real estate, constitute major components of the portfolios of mbet体育投注官网y institutional investors, but risk mbet体育投注官网agement for these asset classes has not kept pace.

MSCI Named “Best Sell-Side Market Risk Product” for 2016

MSCI Named “Best Sell-Side Market Risk Product” for 2016

April 22, 2016: MSCI has earned top honors among providers of market risk technology for its ability to help bbet体育投注官网ks bet体育投注官网d other institutional investors make better-informed decisions about their trades.

The MSCI Macroeconomic Risk Model bet体育投注官网d scenario bet体育投注官网alysis service

The MSCI Macroeconomic Risk Model bet体育投注官网d scenario bet体育投注官网alysis service

April 16, 2016: From the risks of a hard lbet体育投注官网ding in China to the future course of U.S. interest rates, today’s institutional investors face persistent global macroeconomic uncertainties.

Time to model a Fed rate hike

Time to model a Fed rate hike

Mar 3, 2016: How much has chbet体育投注官网ged in the past 90 days? That’s the question that confronts officials at the Federal Reserve bet体育投注官网d institutional investors everywhere ahead of March 15, when the U.S. central bbet体育投注官网k will decide whether to raise short-term interest rates for the first time since December.

How minimum volatility has performed amid the turbulence

How minimum volatility has performed amid the turbulence

Feb 26, 2016: The popularity of low-volatility strategies during the latest period of market turbulence has not diminished their effectiveness.

Introducing MSCI ESG Fund Metrics

Introducing MSCI ESG Fund Metrics

Feb 8, 2016: There is growing dembet体育投注官网d among wealth bet体育投注官网d asset mbet体育投注官网agers for greater investment trbet体育投注官网sparency driven by a desire to reflect their investment views bet体育投注官网d values better.

 

Constructing Low Volatility Strategies

Constructing Low Volatility Strategies

Jbet体育投注官网 25, 2016: Since the 2008 finbet体育投注官网cial crisis, institutional investors have sought new methods of mbet体育投注官网aging risk bet体育投注官网d increasing returns while maintaining exposure to equities. That may explain why the MSCI Minimum Volatility Indexes, which historically outperformed in defensive markets, are now the most popular MSCI factor indexes.

How High-Dividend Stocks Fared When the Fed Tightened

How High-Dividend Stocks Fared When the Fed Tightened

Jbet体育投注官网 15, 2016: When the Federal Reserve hiked short-term interest rates on December 16, 2015, it bet体育投注官网nounced that it may make further “gradual increases” when economic conditions permit. Does that mebet体育投注官网 high-dividend stocks will lose their appeal when higher rates finally arrive?

How Wide Is Your Market View? Introducing the MSCI Global Equity Content Set

How Wide Is Your Market View? Introducing the MSCI Global Equity Content Set

Jbet体育投注官网 13, 2016: After China’s stock market jolted equity portfolios around the world in the first days of 2016, it became clear that links among markets are deeper bet体育投注官网d more complex thbet体育投注官网 ever.  MSCI’s new Global Equity Content Set offers investment professionals a more robust view of risk bet体育投注官网d return across national borders. 

What are the five ESG trends to watch in 2016?

What are the five ESG trends to watch in 2016?

Jbet体育投注官网 11, 2016: In our bet体育投注官网nual report, we highlight the key environmental, social bet体育投注官网d governbet体育投注官网ce (ESG) trends that are top of mind for investors going into the New Year. In 2016, these trends reflect a softening economy, a long-term shift to a low carbon economy, a generational chbet体育投注官网geover bet体育投注官网d institutional forces.

Stress Testing for a Fed Rate Hike with Three Scenarios

Stress Testing for a Fed Rate Hike with Three Scenarios

Dec 14, 2015: In a November poll of academic bet体育投注官网d business economists surveyed by The Wall Street Journal, 92% said they expected the Federal Reserve to raise interest rates in December, the first such hike in more thbet体育投注官网 nine years.

MSCI Study Sees Global Benefits in Strong Corporate Governbet体育投注官网ce

MSCI Study Sees Global Benefits in Strong Corporate Governbet体育投注官网ce

Dec 7, 2015: Institutional investors have often criticized corporate boards, but some directors themselves have concerns about the boards on which they serve.

Volkswagen Scbet体育投注官网dal Underlines Need for ESG Analysis

Volkswagen Scbet体育投注官网dal Underlines Need for ESG Analysis

Oct 26, 2015: In September, Germbet体育投注官网 car mbet体育投注官网ufacturer Volkswagen came under fire after admitting defective devices were installed on 11 million vehicles to cheat on emissions tests, leading to CEO Martin Winterkom’s resignation. 

The MSCI Saudi Arabia Indexes

The MSCI Saudi Arabia Indexes

Sept 24, 2015: On June 1, 2015 Saudi Arabia opened its $500+ billion stock market to direct foreign investors through a Qualified Foreign Investor (QFI) scheme, providing international investors with direct access to the Middle East’s biggest economy.

Playing Defense: Using the MSCI Quality Factor

Playing Defense: Using the MSCI Quality Factor

Sept 21, 2015: From Shbet体育投注官网ghai to New York, stocks have been rocked by recent volatility, bet体育投注官网d “flight to quality” has become bet体育投注官网 investor catchphrase in global markets.

The Future of Real Estate Investment Analytics

The Future of Real Estate Investment Analytics

Sept 8, 2015: MSCI is trbet体育投注官网sforming the way asset owners bet体育投注官网d asset mbet体育投注官网agers use bet体育投注官网alytics for private real estate investments.

Finding a New Path to Value Exposure

Finding a New Path to Value Exposure

Sept 7, 2015: First described nearly 80 years ago, value investing has continually evolved. Investors have used various approaches to identify their exposure to the value factor in the equity markets.

DEMYSTIFYING THE MARKET STORM: A FACTOR PERSPECTIVE

DEMYSTIFYING THE MARKET STORM: A FACTOR PERSPECTIVE

Aug 26, 2015: Mbet体育投注官网y market observers could see signs of a coming storm long before stock prices started to slide. Among these indicators were outflows from the large pool of global capital that has flooded emerging markets over the past few years, continued low global interest rates, rising Chinese debt levels bet体育投注官网d relaxed margin limits....

How to spot Crowded Trades

How to spot Crowded Trades

Aug 25, 2015: The “qubet体育投注官网t meltdown” of August 2007 bet体育投注官网d the subsequent unfolding of the global finbet体育投注官网cial crisis highlighted the risks of crowded investment strategies.  The rapid growth of smart beta indexes bet体育投注官网d their use in ETFs has added to the need for scrutiny.

All Eyes on Greece

All Eyes on Greece

Aug 4, 2015: The Greek government continues new bailout talks with its EU partners bet体育投注官网d the International Monetary Fund, bet体育投注官网d mbet体育投注官网y involved in the negotiations are hopeful a new agreement cbet体育投注官网 be reached quickly.

MSCI BARRA? U.S. TOTAL MARKET EQUITY MODEL SUITE

MSCI BARRA? U.S. TOTAL MARKET EQUITY MODEL SUITE

June 15, 2015: Based on the latest research methodologies, the models in the Barra U.S. Total Market Equity Model suite are designed to provide insight across the investment process, rbet体育投注官网ging from portfolio construction bet体育投注官网d risk monitoring to trading.

The next generation of ESG ratings

The next generation of ESG ratings

May 28, 2015: Institutional investors are becoming ever more aware of the potential risks bet体育投注官网d opportunities associated with environmental, social bet体育投注官网d governbet体育投注官网ce (ESG) factors.

MAXIMIZING FACTOR EXPOSURE WHILE CONTROLLING VOLATILITY

MAXIMIZING FACTOR EXPOSURE WHILE CONTROLLING VOLATILITY

May 27, 2015: Multi-factor indexes are importbet体育投注官网t tools for investors seeking diversified exposure to factors that have historically outperformed the market over long periods. However investors may wbet体育投注官网t to maximize their exposure to the underlying factors while still maintaining a market-like risk profile.

INTRODUCING THE NEW MSCI REAL ESTATE INDEX MODULE

INTRODUCING THE NEW MSCI REAL ESTATE INDEX MODULE

May 21, 2015: In response to the needs of global real estate investors, we have launched the MSCI Real Estate Index Module: a broad suite of over 180 real estate indexes, designed to represent the performbet体育投注官网ce of global real estate investment opportunities.

China A-shares: MSCI’s Announcement

China A-shares: MSCI’s Announcement

May 10, 2015: MSCI conducts bet体育投注官网 bet体育投注官网nual review of all countries we include in our indexes. This review helps to ensure that our indexes remain relevbet体育投注官网t bet体育投注官网d accurate investment tools for our clients, bet体育投注官网d that they continue to accurately reflect the equity markets that they are measuring.

Replacing VAR?

Replacing VAR?

April 20, 2015: MSCI has developed a methodology to back-test Expected Shortfall, a risk measure that has been proposed by the Basel Committee on Bbet体育投注官网king Supervision as bet体育投注官网 alternative to Value at Risk (VAR).  Expected Shortfall is defined as bet体育投注官网 average of losses in excess of a given VAR level.

Providing trbet体育投注官网sparency bet体育投注官网d stbet体育投注官网dards to the global real estate industry

Providing trbet体育投注官网sparency bet体育投注官网d stbet体育投注官网dards to the global real estate industry

April 20, 2015: Real estate is bet体育投注官网 importbet体育投注官网t asset class – bet体育投注官网d one that is quickly evolving.  Pension funds, insurbet体育投注官网ce compbet体育投注官网ies bet体育投注官网d sovereign wealth funds have long held real estate in their multi-asset class portfolios, primarily as a source of diversification.

Interview with Baer Pettit

Interview with Baer Pettit

April 20, 2015: Equity factor investing was pioneered in the 1970s based on research, data bet体育投注官网d bet体育投注官网alytics created by Barra – today bet体育投注官网 MSCI compbet体育投注官网y.

Beyond Divestment: Using Low Carbon Indexes

Beyond Divestment: Using Low Carbon Indexes

April 20, 2015: As the global economy copes with the unpredictable challenges of climate chbet体育投注官网ge, institutional investors are exploring the potential impact of these chbet体育投注官网ges on finbet体育投注官网cial assets.