MSCI Inc. and PNC Bank have announced a strategic partnership to equip PNC’s financial advisors with MSCI Wealth Manager, a comprehensive digital platform offering advanced analytics, portfolio management tools, institutional-grade research, and tailored investment solutions. Designed to meet the growing demand for personalized financial strategies from high-net-worth individuals, emerging affluent clients, and institutional investors, MSCI Wealth Manager integrates portfolio construction, model management, analytics, and solution generation into a single unified system. Built on MSCI’s Multi-Asset Class (MAC) risk model, the platform enables advisors to quickly identify portfolio outliers based on client risk preferences, assess risk exposure, and adjust asset allocations for more customized outcomes. Through this solution, advisors can deliver a differentiated client experience by leveraging transparent multi-asset analytics, risk decomposition tools, and outcome-based investment insights aligned with individual goals.
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They can also harness MSCI’s expertise in index construction, sustainability, private assets, and factor modeling to uncover new opportunities, while analyzing investment data directly from client statements uploaded to the platform. This partnership aims to streamline collaboration between advisors and investment teams, improving the ability to provide precise, value-driven guidance. “MSCI Wealth is proud to support PNC as it continues to elevate the personalized wealth management experience,” said Alex Kokolis, Global Head of MSCI Wealth. “This collaboration reflects a growing trend in the industry: advisors are seeking better ways to navigate market complexity and meet evolving client needs. MSCI Wealth Manager enables firms like PNC to equip their advisors with insights, data, and technology to expand the reach of their advice and support their clients with greater clarity and confidence.” By combining MSCI’s technological capabilities with PNC’s advisory expertise, the partnership is set to advance how wealth managers address complex client requirements, helping them deliver more personalized, data-driven investment strategies at scale.