MSCI Launches New Version of Barra Portfolio Manager
Platform demonstrates innovation in portfolio management
NEW YORK -- March 25, 2013
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
To learn more about Barra Portfolio Manager, please visit www.msci.com.
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 basis^1;
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.
^1As 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
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Kristin Meza, MSCI, New York
Jo Morgan, MSCI, London
Melita Renee Eclavea, MSCI, Asia Region
Sally Todd | Christian Pickel, MHP Communications, London
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