MSCI Analytics Platform from MSCI

Portfolio construction, risk management, performance attribution, ESG and climate analysis, factor modeling, stress testing, and scenario analysis across multiple asset classes.

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Market Data Terminals for Investment Research & Analysis

Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
More Market Data Terminals More Investment Research & Analysis ...

Market Data Coverage
(0 Yes /0 Known /14 Possible features)

News & Research
(0 Yes /0 Known /13 Possible features)

Analytical Tools & Charting
(0 Yes /0 Known /12 Possible features)

User Interface & Experience
(0 Yes /0 Known /11 Possible features)

Integration & Connectivity
(0 Yes /0 Known /9 Possible features)

Collaboration & Communication
(0 Yes /0 Known /8 Possible features)

Security & Compliance
(0 Yes /0 Known /8 Possible features)

Customer Support & Service
(0 Yes /0 Known /8 Possible features)

Performance & Reliability
(0 Yes /0 Known /7 Possible features)

Cost & Commercial Terms
(0 Yes /0 Known /8 Possible features)

Training & Onboarding
(0 Yes /0 Known /7 Possible features)

Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation

Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
More Asset Allocation Optimization Systems More Investment Strategy & Asset Allocation ...

Core Functionality
(0 Yes /0 Known /10 Possible features)

Risk Management
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Data Integration & Management
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Client Communications
(0 Yes /0 Known /10 Possible features)

Support & Vendor Strength
(0 Yes /0 Known /10 Possible features)

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Real-Time Data Access to streaming, real-time financial market data.		No information available
Historical Data Depth Length of time for which historical market data is available.		No information available
Global Markets Coverage Number of countries/regions for which market data is offered.		No information available
Asset Class Breadth Number of asset classes supported (e.g., equities, fixed income, FX, commodities, derivatives).		No information available
Market Depth (Level II/Order Book Data) Availability of order book and depth of market information.		No information available
Corporate Actions Data Access to data on splits, dividends, mergers, and other corporate actions.		No information available
Fundamental Data Availability of company fundamentals such as financial statements, ratios, and estimates.		No information available
Alternative Data Inclusion of non-traditional datasets (e.g., satellite imagery, web scraping, sentiment scores).		No information available
Timeliness of Data Updates Average delay in delivery of updated financial data.		No information available
Economic Indicators Availability of macroeconomic data, forecasts, and releases.		No information available
Earnings Calendar Comprehensive calendar for tracking upcoming earnings announcements.		No information available
ETF & Fund Data Detailed holdings, flows, and analytics for funds and ETFs.		No information available
Index Constituent Data Constituent makeup and real-time performance of major indices.		No information available
Broker and Trade Feeds Integration with trade/quote feeds from major brokers and exchanges.		No information available

Real-Time News Feed Delivery of news headlines and stories in real time.		No information available
Research Library Availability of a searchable database of research reports from analysts and institutions.		No information available
Proprietary Analytics Availability of in-house analytics and expert insights.		No information available
Third-Party Research Aggregation Integration of third-party research content within the platform.		No information available
Customizable News Alerts User-defined alerts for breaking news on tickers, markets, or keywords.		No information available
Multilingual News News coverage and translation available in multiple languages.		No information available
Sector/Industry Analysis Curated sector and industry analysis for deeper insights.		No information available
Event Calendar Calendar functionality for important market events, such as economic releases and IPOs.		No information available
Sentiment Analysis Sentiment scores derived from news and social media.		No information available
Analyst Ratings & Estimates Consensus analyst ratings and earnings estimates on listed companies.		No information available
News Clipping/Archiving Ability to bookmark and organize news stories.		No information available
Document Search & Filtering Advanced search and filtering for news and research documents.		No information available
Regulatory Filings Access Direct access to regulatory filings (e.g., SEC, SEDAR, etc.).		No information available

Advanced Charting Interactive, multi-format charting with technical indicators.		No information available
Custom Indicator Creation Ability to create and save personalized technical indicators.		No information available
Backtesting Tools Simulate strategies based on historical data.		No information available
Risk/Return Analytics Calculation of risk and return metrics (Sharpe ratio, beta, etc.).		No information available
Screening and Filtering Stock, bond, and fund screeners with advanced criteria.		No information available
Portfolio Analytics Performance attribution, scenario analysis, exposure breakdown.		No information available
Scenario Simulation Stress testing under user-defined or historical scenarios.		No information available
Comparative Analysis Side-by-side comparison of securities, sectors, or countries.		No information available
Market Heatmaps Visual heatmaps of market movers by chosen criteria.		No information available
Real-Time Chart Refresh Rate The frequency with which charts are updated.		No information available
Downloadable Chart/Image Exports Ability to export and share charts in various formats.		No information available
Historical Correlation Analysis Correlation and regression tools for instruments and indices.		No information available

Customizable Workspace Layouts Ability to save and switch between user-defined workspace configurations.		No information available
Multi-Monitor Support Native support for multiple screens/setups.		No information available
Keyboard Shortcuts Broad menu of shortcuts for rapid navigation and workflow.		No information available
Theme/Color Customization Support for dark mode and color schemes.		No information available
Language Options Number of supported interface languages.		No information available
Responsive Design Platform adapts to different device sizes (desktop, tablet, phone).		No information available
User Onboarding/Tutorials Integrated product training and guided walkthroughs.		No information available
Accessibility Support Features supporting visually/hearing-impaired users (e.g., screen reader compatibility).		No information available
Workflow Automation Tools Scripting, macros, or automation of repetitive actions.		No information available
User Profile Personalization Save personal settings, favorites, and workspace in a user profile.		No information available
Fast Start-up Time Time required for the platform to fully launch from cold start.		No information available

API Access Availability of REST, WebSocket, and other APIs for programmatic access.		No information available
Excel Integration Native add-ins or plugins to link data and analytics into Excel.		No information available
Export to Common Formats Support for exporting data to CSV, XLSX, PDF, and other formats.		No information available
Third-Party Application Add-ons Marketplace or support for third-party analytics tools and plugins.		No information available
OMS/EMS Platform Connectivity Integration with order/execution management systems.		No information available
Collaboration Tools Integration Seamless transfer/sharing of data into Slack, Teams, email, etc.		No information available
Single Sign-On Support Centralized login using enterprise credentials.		No information available
Custom Data Feeds User-uploaded data or custom feed support.		No information available
Mobile App Availability Companion mobile app for remote access.		No information available

Shared Workspace/Watchlist Ability to create, share, and co-edit watchlists among teams.		No information available
Annotation Tools Add notes, highlights, and comments directly to charts and documents.		No information available
Internal Messaging/Chat Real-time messaging and discussion within the terminal.		No information available
Document Sharing Send and share research documents with colleagues.		No information available
Version Control Track edits and maintain versions of shared research outputs.		No information available
Audio/Video Call Integration Start audio or video meetings directly from the platform.		No information available
Collaborative Editing Multiple users can edit analysis or notes simultaneously.		No information available
Permission/Access Controls Manage user roles and access levels for shared content.		No information available

End-to-End Encryption Data encrypted during transfer and storage.		No information available
Multi-Factor Authentication Requirements for two-factor/multi-factor authentication of users.		No information available
Role-Based Access Control Configurable access permissions based on user roles.		No information available
Audit Trail Comprehensive logs of all user and system actions.		No information available
Regulatory Compliance Certifications Platform certified for SOC2, ISO 27001, GDPR, and others.		No information available
Data Residency Options Choice of region for data storage, to meet local regulations.		No information available
Data Retention Policy Control Configurable retention of historical user data and logs.		No information available
Secure Document Storage Encrypted, access-controlled storage for sensitive documents and research.		No information available

24/7 Technical Support Round-the-clock access to troubleshooting and assistance.		No information available
Dedicated Account Managers Assigned points of contact for personalized support.		No information available
In-Platform Help/Live Chat Live chat with support staff directly within the terminal.		No information available
Multilingual Support Support offered in all major languages.		No information available
Self-Help Knowledge Base Comprehensive documentation, FAQs, and video training.		No information available
Proactive Service Notifications Automated alerts for scheduled maintenance, downtime, or new features.		No information available
User Community/Forum Accessible user community for peer support and best practices.		No information available
Average Support Response Time Typical time to first response for customer inquiries.		No information available

System Uptime SLA Guaranteed platform availability (service level agreement).		No information available
Average Data Feed Latency Typical time lag from event to data availability.		No information available
Maximum Concurrent Users Supported Number of users that can simultaneously use the platform with no degradation.		No information available
Disaster Recovery/Failover Systems Resilience and redundancy in case of system failure.		No information available
Scalability Ability to scale system resources dynamically in response to demand.		No information available
Offline/Data Snapshot Mode Capability to function and access core data/tools with intermittent connectivity.		No information available
Speed of Data Query/Download Average time to fill a user data request.		No information available

Transparent Pricing Structure Clearly communicated product fees and components.		No information available
Flexible Subscription Options Support for monthly, annual, and enterprise agreements.		No information available
Per-User Licensing Charges based on number of named or concurrent users.		No information available
Trial/Evaluation Period Ability to use the product in full or partially before purchase.		No information available
Pay-As-You-Go Pricing Usage-based pricing models available.		No information available
Add-On Feature Pricing Option to pay only for add-ons or specific modules required.		No information available
Contractual Flexibility Ease of changing or terminating user contracts.		No information available
Discounts for Volume/Commitment Price decreases for higher usage or longer-term commitments.		No information available

Structured Onboarding Process Guided start for new clients to learn key features and workflows.		No information available
Live Training Sessions Access to regularly scheduled live product training (virtual or in-person).		No information available
Custom Training Programs Tailored training based on user role or organization need.		No information available
In-Product Walkthroughs Interactive feature tours for instant familiarization.		No information available
Video Tutorials Library Extensive, on-demand video training for all key features.		No information available
Certifications Official certification programs to verify user skills.		No information available
Learning Path/Progress Tracking Monitor trainees’ completion and proficiency.		No information available

Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.).		No information available
Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift.		No information available
Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.).		No information available
Tax Optimization Incorporation of tax-efficient asset allocation techniques.		No information available
Cash Management Management of cash positions as part of allocation decisions.		No information available
Model Portfolio Support Ability to build, track, and manage model portfolios.		No information available
Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes.		No information available
Optimization Engine Speed Average speed of running optimization calculations.		No information available
Flexible Asset Universes Easily define, update, and manage the investable universe.		No information available
Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.).		No information available

Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors.		No information available
VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios.		No information available
Stress Testing Run stress scenarios based on historical or hypothetical shocks.		No information available
Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation.		No information available
Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics.		No information available
Custom Risk Models Ability to integrate custom or third-party risk models.		No information available
Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached.		No information available
User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets.		No information available
Correlation Analytics Calculation and visualization of asset and factor correlations.		No information available
Risk Attribution Attribution of portfolio risk by asset, sector, or factor.		No information available

Gross & Net Performance Calculation Support for calculating gross and net of fee returns.		No information available
Time-weighted Return Calculation of time-weighted performance metrics.		No information available
Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR).		No information available
Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels.		No information available
Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks.		No information available
Peer Group Analysis Ability to analyze performance relative to peer funds/managers.		No information available
Performance Drift Alerts Automated notifications of performance or allocation drifts.		No information available
Periodicity Options Support for daily, monthly, and custom period return calculations.		No information available
Custom Reporting Templates Design and generate custom performance and attribution reports.		No information available
Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance.		No information available

Multi-vendor Data Feeds Support for ingesting data from major market data providers.		No information available
Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds).		No information available
Corporate Actions Processing Accurately processes corporate actions relevant to allocations.		No information available
Data Quality Checks Automated checks for missing or erroneous data.		No information available
Data Latency Typical delay between data availability and system update.		No information available
Historical Data Coverage Length of available clean historical data for analysis.		No information available
User Data Import/Export Ability to import custom data sources and export data/results.		No information available
APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.).		No information available
Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors).		No information available
Auto Update Frequency Frequency of automatic data updates.		No information available

Concurrent Users Supported Max number of simultaneous users.		No information available
Portfolio Size Capacity Number of assets that can be handled in a portfolio.		No information available
Real-time Data Update Frequency Max frequency at which live data is updated and displayed.		No information available
Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs).		No information available
Cloud Deployment Option Supports cloud or SaaS deployment models.		No information available
On-prem Deployment Option Supports on-premise or private cloud installations.		No information available
Horizontal Scaling Can increase system capacity by adding more servers or nodes.		No information available
Load Balancing Automatically distributes processing or network demands.		No information available
Disaster Recovery RPO Recovery point objective for disaster scenarios.		No information available
Disaster Recovery RTO Recovery time objective for system restoration.		No information available

Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates.		No information available
Customizable Dashboards Users can personalize home screens and dashboards.		No information available
Multi-device Support System can be accessed via web, desktop, and mobile.		No information available
User Roles & Permissions Fine-grained access and permissions by user type.		No information available
Help & Documentation Comprehensive help, guides, and contextual documentation available.		No information available
Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items.		No information available
UI Response Time Average time for UI page or report to load.		No information available
Accessibility Compliance Adherence to accessibility standards (WCAG, etc.).		No information available
Language Localizations Supports multiple language options for global teams.		No information available
Dashboard Widgets Availability of customizable dashboard widgets for key metrics.		No information available

Custom Report Builder Drag-and-drop or code-based custom report creation.		No information available
Scheduled Report Delivery Ability to schedule and automate report distribution.		No information available
Interactive Charts Real-time, interactive visualizations of data and scenarios.		No information available
Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis.		No information available
Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint).		No information available
Regulatory Reporting Automated generation of compliance and regulatory reports.		No information available
Comparison Views View and compare multiple portfolios or strategies side by side.		No information available
KPI Dashboards Tailorable dashboards with key performance indicators.		No information available
Time to Generate Reports Average time to produce standard analytic reports.		No information available
Templated Compliance Reports Prebuilt compliance and client-ready reporting templates.		No information available

Order Management System Integration Native integration with OMS for seamless trade execution.		No information available
External Portfolio Management Systems Interfaces with other portfolio or risk management platforms.		No information available
Data API Availability RESTful or web services APIs for data push/pull.		No information available
Customizable File Imports Support for custom file format/data structure ingestions.		No information available
Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems.		No information available
Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support.		No information available
Mobile App Integration Works with dedicated or third-party mobile applications.		No information available
Batch Data Upload Time Max time required to batch-upload large datasets.		No information available
Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions.		No information available
Plug-in Support Ability to extend capabilities via plug-ins or add-ons.		No information available

Data Encryption in Transit TLS or equivalent encryption for all transmitted data.		No information available
Data Encryption at Rest Stored data is encrypted on disk.		No information available
Role-based Access Control Access governed by granular roles and permissions.		No information available
Audit Logs Detailed and immutable records of data and user activity.		No information available
Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001.		No information available
Two-factor Authentication Enables two-factor authentication for user logins.		No information available
Data Retention Policy Management Configurable data retention and deletion policies.		No information available
Privacy Controls Configurable settings for user and client privacy preferences.		No information available
Security Patch Frequency Average frequency of security patch deployment.		No information available
Secure API Access APIs have robust authentication and authorization.		No information available

Client Portal Access Clients have secure access to custom portals for updates and documents.		No information available
Automated Client Statements Ability to schedule and send statements to clients without manual intervention.		No information available
Commentary & Insights Publishing Supports publishing manager commentary alongside client reports.		No information available
Audit Trail for Client Interactions Tracks all communication and document exchanges with clients.		No information available
Document Library Centralized, searchable library of reports and communications.		No information available
Custom Branding Reports and communications can be white-labeled for different clients.		No information available
E-signature Integration Supports collection of electronic signatures when necessary.		No information available
Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients.		No information available
Multilingual Client Materials Support for generating materials in multiple languages.		No information available
Secure File Transfer Securely send account information and reports directly to clients.		No information available

24/7 Technical Support Provides around-the-clock customer support and troubleshooting.		No information available
Implementation Services Professional services for system setup and migration.		No information available
User Training Programs Offers comprehensive onboarding and advanced training for users.		No information available
Release Management Regular, predictable release cycles for new features and bug fixes.		No information available
User Community Forums Vendor-maintained forums for user collaboration and support.		No information available
Client Account Manager Dedicated relationship manager for enterprise accounts.		No information available
Uptime Guarantee Percentage uptime as contractually promised.		No information available
Bug Resolution SLA Average time to acknowledge/resolve critical issues.		No information available
Third-party Integration Support Assistance with integrating the product with external tools.		No information available
Customer Satisfaction Score Average CSAT or NPS reported by clients.		No information available

MSCI Analytics Platform from MSCI

Product analysis by function

Market Data Terminals for Investment Research & Analysis

Market Data Coverage (0 Yes /0 Known /14 Possible features)

News & Research (0 Yes /0 Known /13 Possible features)

Analytical Tools & Charting (0 Yes /0 Known /12 Possible features)

User Interface & Experience (0 Yes /0 Known /11 Possible features)

Integration & Connectivity (0 Yes /0 Known /9 Possible features)

Collaboration & Communication (0 Yes /0 Known /8 Possible features)

Security & Compliance (0 Yes /0 Known /8 Possible features)

Customer Support & Service (0 Yes /0 Known /8 Possible features)

Performance & Reliability (0 Yes /0 Known /7 Possible features)

Cost & Commercial Terms (0 Yes /0 Known /8 Possible features)

Training & Onboarding (0 Yes /0 Known /7 Possible features)

Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation

Core Functionality (0 Yes /0 Known /10 Possible features)

Risk Management (0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution (0 Yes /0 Known /10 Possible features)

Data Integration & Management (0 Yes /0 Known /10 Possible features)

Usability & User Experience (0 Yes /0 Known /10 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Scalability & Performance (0 Yes /0 Known /10 Possible features)

Client Communications (0 Yes /0 Known /10 Possible features)

Support & Vendor Strength (0 Yes /0 Known /10 Possible features)