MSCI and PNC Bank have entered into a strategic collaboration to provide financial advisors of PNC with access to MSCI Wealth Manager – a fully integrated digital platform with robust analytics, portfolio management tools, institutional-grade research and solutions to help advisors create more personalized experiences for end-investors. From high-net-worth and emerging-affluent individuals to large, sophisticated institutional investors, asset and wealth managers are increasingly asked to create customized portfolios that reflect their end-clients’ unique financial goals, risk tolerance and values. MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution. MSCI Wealth Manager connects advisors and investment teams through a unified ecosystem built on MSCI’s multi-asset class (MAC) risk model. The solution is designed to quickly illustrate risks in a client portfolio by identifying assets that are outliers based on the clients’ risk appetite. Furthermore, advisors can compare, align and personalize their clients’ portfolio around recommended asset allocations on the MSCI Wealth Manager platform. With MSCI Wealth Manager, advisors can:
- Differentiate their clients’ experiences by providing a base of transparent, multi-asset analytics, risk decomposition tools, and outcome-based investment insights that can be retrofit to an individual investor’s goals;
- Tap into new opportunities by leveraging MSCI’s deep expertise in index construction, sustainability, and private asset coverage, as well as factor modeling; and
- Analyze portfolio data from current and prospective clients’ investment statements, which can be uploaded directly to the platform.