Client: MSCI Inc. is a global leader in providing investment decision support tools to investment institutions worldwide. Its extensive product portfolio includes indexes, analytical models, data, real estate benchmarks, and ESG research. With over 50 years of research, data, and technology expertise, it empowers better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios.
Challenge: MSCI’s RiskMetrics RiskManager, a robust SaaS solution for enterprise-wide risk management, enables financial portfolio assessment using advanced algorithms and historical data analysis. However, the tool’s reliance on complex RML data format posed challenges for MSCI’s clients; many lacked the technical expertise to convert their portfolio data into the necessary format. This created inefficiencies, leading to delays in portfolio transformations and operational setbacks.
MSCI needed a solution to streamline this process, enabling clients to convert and upload data seamlessly while maintaining accuracy and speed.
Solution: To bridge this gap, SSI partnered with MSCI and underwent comprehensive training to master the intricacies of RiskManager. SSI developed a user-friendly tool that simplified the data conversion process for MSCI’s clients, offering configurable options such as selecting specific algorithms and backtracking portfolio performance across historical dates.
The tool automatically read financial portfolios, converted them into the RML format, and uploaded the data to RiskManager through a web service. Once RiskManager processed the data, the tool parsed the results and presented them in an accessible format, allowing end users to make minor configurations effortlessly.
Result: The solution dramatically improved operational efficiency and reduced the complexity of the data conversion process. This innovation enabled faster, more accurate portfolio assessments, empowering MSCI’s clients to make better, data-driven investment decisions and ultimately enhancing their portfolio management capabilities.
