MSCI®
BARRAIPD GLOBALPORTFOLIOMANAGER
CITIES REPORT®
BARRAESSENTIAL
PORTFOLIOMANAGER
ANALYSIS FOR MULTINATIONALIS A CLOUD-BASED, INTERACTIVE PLATFORM FOR THE PROFESSIONALEQUITYINVESTORSINVESTORMANAGERSCOMMUNITY.
AND RESEARCHERS.

NEW IN THIS RELEASE :• Portfolio Construction – Use Barra Optimizer to build
portfolios that achieve an optimal combination of• Barra Peer Analytics

predicted risk and return, subject to constraints and• Risk Delta Analytics

investment objectives. Efficiently rebalance or construct• Enhancements to Performance Attribution• Barra Optimizer 8.1 Integrationa large number of portfolios in a single rebalance cycle.
• Strategy Research and Development – Create andsimulate investment strategies using market andKEY BENEFITS

third-party attributes and data. Dynamically change• Attribution – Choose from traditional (Brinson),factor-based, or hybrid approaches to understand anddecompose the sources of portfolio risk and return fromeither your own portfolio or a peer mutual fund.
• Custom Factor Attribution – Leverage MSCI’s
patented solution for decomposing risk and returns.
Use your own industry classifications or incorporate
other custom data to make risk attribution customized
to your unique investment process.
• Scenario and What-if Analysis – Simultaneously

constraints or objectives to adapt to different
market conditions or business cycles.
• Custom Data – Use Formula Builder to create andrefine alphas, generate custom data and attributes forrisk reports and portfolio optimization, or incorporate
portfolio-level statistics.
• Reporting – Manage a complete end-to-end workflowthat includes setup, monitoring, exception handlingand hands-free extraction of single or multiple reports
with an easy-to-use interface. Automate the reporting

evaluate point-in-time and time-series risk, returnprocess with either CSV or customized PDFs toand style exposures using multiple risk models, dates

compare your holdings using MSCI supplied and thirdand portfolios.

party attributes like industry and sector classifications,
Economic Exposure and Fundamental data.

PROPOSED LOGO

Barra PortfolioManager provides a flexible and customizable userinterface that allows for sharing strategies, analytics, and reports
BARRA® PORTFOLIOMANAGER
MSCI US REIT INDEX | MSCI.COM

MSCIIPD GLOBAL
CITIES REPORTESSENTIAL ANALYSIS FOR MULTINATIONALINVESTORS MANAGERS AND RESEARCHERS.

Barra PortfolioManager is designed for research, reporting, strategy development,
portfolio construction and performance and risk attribution• Alternative Investments – Full coverage of oil, gold, FX

24x5 Supportforwards, equity options and short-term fixed income

Our highly trained Client Service team is ready tocash equivalents.

provide product and analytics expertise before, during• Barra Peer Analytics – Enable investment managers
to better understand their competitive landscape andand after your trading hours.

identify the main drivers of risk and performance forInstallation• Accessible from any Internet-enabled computer

equity mutual funds. Asset Owners and Fund-of-Fund• Automatic upgrades ensure the latest features ofmanagers can significantly improve their manager

Barra PortfolioManager are always available

evaluation and selection process.

TECHNOLOGY HIGHLIGHTS
Barra PortfolioManager is a secure hosted platform
independently verified to protect client data, through
SSAE-16 and ISAE-3402 audits. It is built on the same
technology platform as BarraOne.

System Requirements• High-speed Internet connection allowing 128-bit encryption
over SSL• Java Runtime Environment installed (v. 1.6_0_20 or higherrecommended)• Windows XP or higher Network Requirements• Java Runtime configured for Internet connectivity• Secure HTTP communication over port 443

ABOUT MSCIFor more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build
and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance andrisk in their portfolios, broad asset class coverage and innovative research. Our line of products and services includes
indexes, analytical models, data, real estate benchmarks and ESG research. MSCI serves 98 of the top 100 largest money
managers, according to the most recent P&I ranking. For more information, visit us at www.msci.com.

PROPOSED LOGO

The information contained herein (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 verify orcorrect other data, to create indexes, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment
vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information or MSCI index or other productor service constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index isintended 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 Information is provided “as is” and theuser of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECTSUPPLIERS OR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN “MSCI PARTY”) MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUMEXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULARPURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCI PARTIES HAVE ANY LIABILITY REGARDING ANYOF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCHDAMAGES. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.
©2015 MSCI Inc. All rights reserved | CFS0315

BARRA® PORTFOLIOMANAGER
MSCI US REIT INDEX | MSCI.COM