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Barra Portfolio Manager

A hosted portfolio management platform

Barra Portfolio Manager is designed for research, reporting, strategy development, portfolio construction and performance
and risk attribution. The flexible and customizable user interface allows for sharing strategies, analytics and reports within
your organization and with clients. Using proprietary content as well as third-party data, Barra Portfolio Manager can help
clients make faster, more informed investment decisions.

Barra Peer Analytics Barra Optimizer 8.0 integration


New in this Release Enhancements to High Volume Reporting Various enhancements and fixes
Enhancements to Performance Attribution

Key Features
Attribution Choose from traditional (Brinson), factor-based, or data. Dynamically change constraints or objectives to adapt to
hybrid approaches to understand and decompose the sources of different market conditions or business cycles. Monitor exposures,
risk and return from either your own portfolio or a peer mutual fund. summary statistics and performance results in real time.
Custom Factor Attribution Leverage MSCIs patented solution Custom Data Use the Formula Builder to create and refine alphas,
for decomposing risk and returns. For example, you can use your generate custom data and attributes for risk reports and portfolio
own industry classifications or incorporate other custom data to optimization, or incorporate portfolio-level statistics.
make risk attribution customized to their unique investment process. Group-by Analysis Align portfolios with your investment process
Scenario and What-if Analysis Simultaneously evaluate by aggregating, analyzing and reporting portfolio characteristics across
point-in-time and time-series risk, return and style exposures, multiple dimensions using MSCI-supplied and third-party attributes,
other portfolio characteristics, asset-level details and multiple like industry and sector classifications, Economic Exposure, and
trading scenarios using multiple risk models, dates and portfolios. fundamental data.
Portfolio Construction Build portfolios that achieve an optimal Reporting Manage a complete end-to-end workflow that includes
combination of predicted risk and return, subject to constraints and setup, monitoring, exception handling and hands-free extraction of
investment objectives, using the Barra Optimizer. The Barra Optimizer single or multiple reports with an easy-to-use interface. Automate the
is developed by MSCIs optimization research team and enables the reporting process with either CSV or customized PDF for use across the
implementation of complex strategies with various utilities, constraints broader investment management organization. Leverage PDF reports
and targets. Efficiently rebalance or construct a large number of designed to compare your holdings against your mutual fund peer group.
portfolios in a single rebalance cycle. Alternative Investments Full coverage of oil, gold, FX forwards,
Strategy Research and Development Create and simulate equity options or short-term fixed income cash equivalents. Includes
investment strategies using market and third-party attributes and support for reporting, backtesting, and attribution for complex portfolios.

Barra Portfolio Manager provides multiple views of your portfolio or the market

1
Jose Menchero, Daniel Stefek, and Vijay Poduri. System and Method for Attributing Performance, Risk and Risk-Adjusted Performance of an Investment Portfolio to Custom Factors. US
Patent 7,890,408, filed October 11, 2007, and issued February 15, 2011.
Key Benefits
Barra Portfolio Manager provides multiple views of your portfolio or the
market and has a flexible and customizable user interface that lets you
tailor, define and share personalized workspaces. As a user, you can benefit
from a broad range of multi-asset class risk and performance analytics.
Barra Portfolio Manager can help you make better investment
decisions and build better portfolios.
Improve Analysis and Communication of Portfolio
Information Advanced charting capabilities improve information
sharing across your organization and with your clients.
Compare you portfolio against your peer group Leverage
the new Barra Peer Analytics to compare your fund against similar
investment styles from the Lipper fund database. Use that data to
uncover investment trends and generate automated reports.
Identify and Control Sources of Risk Isolate industry, style,
market and other sources of risk to see which policies are the largest
User Interface Interact with the application in a meaningful and
contributors to your portfolios risk and return.
intuitive way with an enhanced user interface that supports multiple
Reduce Unintentional Bets Integrate the market-leading Barra monitors and varying monitor resolutions. The application provides
risk models for a clear view of risk within a portfolio. an easy start-up wizard for beginners as well as an application that
Construct and Optimize Portfolios Build efficient portfolios to has flexibility and power for advanced analysis.
meet your investment objectives. Gain Control and Scale Monitor, control and improve your
Conduct Performance Attribution Evaluate performance workflow by using a range of views and workspaces.
in meaningful detail using a range of popular and proprietary 24x5 Support A highly trained Client Service team is ready to
attribution methodologies. provide product and analytics expertise before, during and after your
Compare Predicted and Realized Risk and Return Understand trading hours.
how the profile of a portfolio has changed over time and the impact
on realized risk and performance.

Technology Highlights
Barra Portfolio Manager 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 Installation
Java Runtime Environment installed (v. 1.6_0_20 or higher Accessible from any Internet-enabled computer
recommended) Automatic upgrades ensure the latest features of Barra Portfolio
Windows XP or higher Network Requirements Manager are available
Your organization can reduce, and in some cases eliminate, the time and
Java Runtime configured for Internet connectivity
cost spent managing technology and data. Find out more about Barra
Secure HTTP communication over port 443 Portfolio Manager and how it can add value to your investment process.

msci.com | clientservice@msci.com
Contact us now

About MSCI
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services
include indexes, portfolio risk and performance analytics, and ESG data and research.
The companys flagship product offerings are: the MSCI indexes with over USD 9 trillion estimated to be benchmarked to them on a worldwide basis1; Barra multi-asset class factor
models, portfolio risk and performance analytics; RiskMetrics multi-asset class market and credit risk analytics; IPD real estate information, indexes and analytics; MSCI ESG (environmental,
social and governance) Research screening, analysis and ratings; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered
in New York, with research and commercial offices around the world.
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 or correct 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 product or 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 is intended 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 the user 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 INDIRECT SUPPLIERS 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 MAXIMUM EXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIEDWARRANTIES,
INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCIPARTIES HAVE ANY
LIABILITY REGARDING ANY OF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. The foregoing shall
not exclude or limit any liability that may not by applicable law be excluded or limited.
1
As of March 31, 2014, as reported on June 25, 2014, by eVestment, Lipper and Bloomberg

November 2014 2014 MSCI Inc. All rights reserved.