MSCI AI Portfolio Insights
Insights that support impactful collaboration with efficiency and scale.

MSCI AI Portfolio Insights delivers automationand cutting-edge distribution to increase
speed in risk management, driving efficiency
and enabling proactive investment teamengagement. This is made possible with ourleading risk models, high-quality data, andmodern data warehousing.

Adding Value to Risk and Performance Management
Traditionally risk teams have had to spend immense time and resources integrating complex solutions toprocess, clean, generate, store, and extract data, to provide an overview of risk and performance. Today, theyneed to acquire and process vast amounts of data at speed to make more informed decisions, which can beachieved through modern and scalable technologies.
Technologies like cloud services and results storage can transform large volumes of disparate data into
synthesized information which can be quickly analyzed across the organization. With AI Portfolio Insights, we
provide investment teams with access to a broad view of the overall levels of risk and performance in theirportfolios, how these levels have changed over time, and what were the main drivers of these changes.
Integration of generative artificial intelligence (GenAI) tailors our solution to surface the most importantchanges to users’ portfolios. Powered by leading risk and factor models and history in natural language
processing and machine learning, AI Portfolio Insights is designed to reconstruct the risk management
process.

Automating Insights to Drive Decisions
With a modern technology infrastructure, the solution
supports increased efficiency and speed by reducing
the operational burden through an optimized extraction,transforming, and loading process. With access to insights
powered by GenAI, risk teams can reallocate time andresources to delivering higher value to investment teams.
AI Portfolio Insights intakes client portfolios and leverages ourcurrent calculation engines to provide statistics and analytics
to a cloud-enabled warehouse. Risk teams can access theresults directly through expertly designed data models
integrated into Snowflake. Overarching governance principles
through data methodology, cataloguing, data structure,quality assurance (QA) methodologies, and data receipts help
maintain data consistency and quality. Interactive dashboards
transform this data into visualizations that are easy tounderstand and communicate.

Get a dynamic andintuitive view of risk andperformance powered byour data, analytics andresearch driven content.

Use a scalable and dynamic
data model which facilitateseasy data retrieval andflexible expansion ofcontent storage.

Access AI-assisted analysis
on the most importantdrivers of equity risk on yourportfolios using GenAI.

Integrate cloud technology
to gain fast and easy accessto your data.

Easily communicate acrossthe organization throughcurated dashboards
or direct access to thedata warehouse.

Enhance your risk andperformance processes
with the integration of
our content across Index,
Sustainability, and RealAssets.

Flexible visualization through a curated
set of standardized dashboards thatleverage your own custom parametersand configurations.

Trend analysis: Analyze how yourportfolio has changed over different
periods and regimes and discern whatis driving those changes.

Purpose-built cloud-based dynamic
data models that enable easy storageand extraction of results.

Outlier identification: Quickly see
statistically significant outliers.

Concentration analysis: Easily findconcentrated positions, sectors,factors, or portfolios.
Attribution of changes: Did the riskof the securities change or did myportfolio change? Quickly understandthe factors driving the risk of yourportfolio over time.

Artificial intelligence: Through theGenAI-powered narrative summary,identify the key drivers behind a change
through a factor lens and news events.
Ask questions through our interactive
chat and get instant results on what iscontributing to your risk and return.

Leverage MSCI Content to Power Your Insights
As innovators in risk analytics, from the modern factor
model to Value-at-Risk (VaR), we not only deliver
impactful risk statistics to help measure, monitor, andmanage risk, but provide:• Broad market and reference data
• Extensive benchmark coverage• Breadth of instrument coverage including privates,
real assets, and infrastructure• Granular pricing models across equity,
fixed income, structured products, derivatives,and commodities

Data*

Quality of performance

State of the art risk models• Sourced from nearly 80vendors• Maintain high data quality
standards to deliver timelyand reliable analytics• Innovative VaR simulation
methodologies• Leading risk models andactionable insights• Market exposure andsensitivity analysis• Reference data for 20M+assets, including history• 200+ staff dedicated todata services• Significant QA processes• An integrated view of risk
and return running up to 1
trillion calculations per day• Rigorous stress tests• Equity, fixed income andmulti-asset class factor
models that include bothpublic and private assets* Data as of May 2024

Putting It All Together
With cloud delivery, extensive content,
and AI-powered insights, you could
transform your risk management
processes to not only drive efficiency,
but also to drive a culture of risk
management throughout theorganization.

Contact us for more information
msci.com/contact-us

About MSCIMSCI is a leading provider of critical decision support tools
and services for the global investment community. With
over 50 years of expertise in research, data and technology,
we power better investment decisions by enabling clientsto understand and analyze key drivers of risk and returnand confidently build more effective portfolios. We create
industry-leading research-enhanced solutions that clientsuse to gain insight into and improve transparency acrossthe investment process.
To learn more, please visit www.msci.com.

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