MSCI Launches New Version of Barra Portfolio Manager

MSCI Launches New Version of Barra Portfolio Manager

Platform demonstrates innovation in portfolio management

NEW YORK--(BUSINESS WIRE)-- MSCI Inc. (NYSE: MSCI  ) , a leading provider of investment decision support tools worldwide, announced today the launch of the latest version of Barra Portfolio Manager. The upgraded portfolio management software features advanced workflow tools designed to help portfolio managers improve their investment processes and goals.

One of the critical advancements in this version is historical strategy simulation. Analytics and portfolio managers can now use Barra Portfolio Manager to test various investment strategies simultaneously and monitor statistics even while optimizations are being actively processed. This provides users with immediate insight into a strategy’s risk and return profile, allowing for real-time adjustments.

“These enhancements are the latest in our continued efforts to provide a comprehensive platform that allows clients to design, develop and implement investment strategies,” said Peter Zangari, Managing Director and Head of Equity Portfolio Management Analytics at MSCI. “Using Barra Portfolio Manager, clients can now customize their portfolios to adapt to a change in their investment outlook or a shift in market trends.”

Bill Yost, Managing Partner and Director of Portfolio Management and Trading at Quotient Investors, said, “Barra Portfolio Manager risk models and optimization tools give us the ability to build highly customized portfolios that help us innovate, make more informed investment decisions and compete successfully in our industry. It helps us better understand both strengths and weaknesses in our investment process and communicate with clients more effectively. Understanding why we outperform or underperform is critical information for our clients and for us.”

“Our clients tell us about the challenges they are facing every day, and their feedback is the driving force behind these enhancements,” said Mr. Zangari. “Our long and extensive relationship with our clients has been refined over many years and provides us with a large wealth of client feedback. Our client support teams and consultants have an in-depth understanding of client needs, and we continue to incorporate those needs into the products we bring to market.”

To learn more about Barra Portfolio Manager, please visit www.msci.com.

About MSCI

MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools.

The company’s flagship product offerings are: the MSCI indices with close to USD 7 trillion estimated to be benchmarked to them on a worldwide basis1; Barra multi-asset class factor models, portfolio risk and performance analytics; RiskMetrics multi-asset class market and credit risk analytics; IPD real estate information, indices and analytics; MSCI ESG (environmental, social and governance) Research screening, analysis and ratings; ISS governance research and outsourced proxy voting and reporting services; FEA valuation models and risk management software for the energy and commodities markets; and CFRA forensic accounting risk research, legal/regulatory risk assessment, and due‐diligence. MSCI is headquartered in New York, with research and commercial offices around the world.

1 As of September 30, 2012, as published by eVestment, Lipper and Bloomberg on January 31, 2013

For further information on MSCI, please visit our web site at www.msci.com

This document and all of the information contained in it, including without limitation all text, data, graphs, charts (collectively, the “Information”) is the property of MSCI Inc. or its subsidiaries (collectively, “MSCI”), or MSCI’s licensors, direct or indirect suppliers or any third party involved in making or compiling any Information (collectively, with MSCI, the “Information Providers”) and is provided for informational purposes only. The Information may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI.

The Information may not be used to create derivative works or to verify or correct other data or information. For example (but without limitation), the Information may not be used to create indices, databases, risk models, analytics, software, or in connection with the issuing, offering, sponsoring, managing or marketing of any securities, portfolios, financial products or other investment vehicles utilizing or based on, linked to, tracking or otherwise derived from the Information or any other MSCI data, information, products or services.

The user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF THE INFORMATION PROVIDERS MAKES ANY EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION (OR THE RESULTS TO BE OBTAINED BY THE USE THEREOF), AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EACH INFORMATION PROVIDER EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF ORIGINALITY, ACCURACY, TIMELINESS, NON-INFRINGEMENT, COMPLETENESS, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE INFORMATION.

Without limiting any of the foregoing and to the maximum extent permitted by applicable law, in no event shall any Information Provider have any liability regarding any of the Information for any direct, indirect, special, punitive, consequential (including lost profits) or any other damages even if notified of the possibility of such damages. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited, including without limitation (as applicable), any liability for death or personal injury to the extent that such injury results from the negligence or wilful default of itself, its servants, agents or sub-contractors.

Information containing any historical information, data or analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Past performance does not guarantee future results.

None of the Information constitutes an offer to sell (or a solicitation of an offer to buy), any security, financial product or other investment vehicle or any trading strategy. You cannot invest in an index.

MSCI’s indirect wholly-owned subsidiary Institutional Shareholder Services, Inc. (“ISS”) is a Registered Investment Adviser under the Investment Advisers Act of 1940. Except with respect to any applicable products or services from ISS (including applicable products or services from MSCI ESG Research Information, which are provided by ISS), neither MSCI nor any of its products or services recommends, endorses, approves or otherwise expresses any opinion regarding any issuer, securities, financial products or instruments or trading strategies and neither MSCI nor any of its products or services is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such.

The MSCI ESG Indices use ratings and other data, analysis and information from MSCI ESG Research. MSCI ESG Research is produced by ISS or its subsidiaries. Issuers mentioned or included in any MSCI ESG Research materials may be a client of MSCI, ISS, or another MSCI subsidiary, or the parent of, or affiliated with, a client of MSCI, ISS, or another MSCI subsidiary, including ISS Corporate Services, Inc., which provides tools and services to issuers. MSCI ESG Research materials, including materials utilized in any MSCI ESG Indices or other products, have not been submitted to, nor received approval from, the United States Securities and Exchange Commission or any other regulatory body.

Any use of or access to products, services or information of MSCI requires a license from MSCI. MSCI, Barra, RiskMetrics, ISS, CFRA, FEA, and other MSCI brands and product names are the trademarks, service marks, or registered trademarks of MSCI or its subsidiaries in the United States and other jurisdictions. The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of MSCI and Standard & Poor’s. “Global Industry Classification Standard (GICS)” is a service mark of MSCI and Standard & Poor’s.



Media Enquiries:
Kristin Meza, MSCI, New York
+1-212-804-5330
Jo Morgan, MSCI, London
+ 44.20.7618.2224
Melita Renee Eclavea, MSCI, Asia Region
+ 63.20.902-3934
Sally Todd | Christian Pickel, MHP Communications, London
+ 44.20.3128.8515
MSCI Global Client Service:
EMEA Client Service
+ 44.20.7618.2222
Americas Client Service
1-888-588-4567 (toll free)/+1-212-804-3901
Asia Pacific Client Service
+ 852.2844.9333

KEYWORDS:   United States  North America  New York

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