NEW YORK-Thursday 9 January 2020 [ AETOS Wire ]
(BUSINESS WIRE) --
MSCI Inc. (NYSE:MSCI), a leading provider of critical decision support
tools and services for the global investment community, today broadens
its range of innovative fixed income tools and solutions for
institutional investors with the launch of the MSCI Fixed Income ESG
Indexes and the MSCI Fixed Income Factor Indexes.
MSCI
brings to market 15 Fixed Income Indexes to meet investor demand for
innovative indexes to support their ESG and Factor based fixed income
investment strategies.
Jana Haines, Head of Index Products, Americas, at MSCI comments,
“We are pleased to bring next generation fixed income indexes to
market. Investors are increasingly demanding ESG integration across all
asset classes and looking to Factors – such as Carry, Quality, Value,
Size and Risk – to more precisely define how they can better identify,
measure and manage risk and return in their portfolios.”
The MSCI Fixed Income ESG Indexes and Factor Indexes include:
Issuance Weighted
- MSCI USD Investment Grade Corporate Bond Index
ESG
- MSCI USD IG ESG Universal Corporate Bond Index
- MSCI USD IG ESG Leaders Corporate Bond Index
Factors
- MSCI USD IG Carry High Exposure Corporate Bond Index
- MSCI USD IG Low Risk High Exposure Corporate Bond Index
- MSCI USD IG Quality High Exposure Corporate Bond Index
- MSCI USD IG Value High Exposure Corporate Bond Index
- MSCI USD IG Size High Exposure Corporate Bond Index
- MSCI USD IG Multi-Factor High Exposure Corporate Bond Index
- MSCI USD IG Carry Corporate Bond Index
- MSCI USD IG Low Risk Corporate Bond Index
- MSCI USD IG Quality Corporate Bond Index
- MSCI USD IG Value Corporate Bond Index
- MSCI USD IG Size Corporate Bond Index
- MSCI USD IG Multi-Factor Corporate Bond Index
The
full range of MSCI’s fixed income solutions capture MSCI’s market
leading capabilities in Analytics, Portfolio Construction, Measurement,
Attribution, Reporting and now Indexes, to help institutional investors
navigate market risk and return, as well as deliver operational
efficiency and transparency.
Peter Zangari, Global Head of Research and Product Development at MSCI,
adds, “Investors are facing market conditions driven by macroeconomic
and geopolitical events, industry dynamics and the increased role of
data and technology. Our fixed income solutions help investors assess
and manage opportunity and risk, while responding to demand for improved
transparency and operational efficiency. Building on our four decades
of experience, this next generation of indexes brings increased clarity
to the traditionally opaque fixed income asset class to support ESG and
Factor based fixed income strategies.”
About MSCI
MSCI
is a leading provider of critical decision support tools and services
for the global investment community. With over 45 years of expertise in
research, data and technology, we power better investment decisions by
enabling clients to understand and analyze key drivers of risk and
return and confidently build more effective portfolios. We create
industry-leading research-enhanced solutions that clients use to gain
insight into and improve transparency across the investment process. To
learn more, please visit www.msci.com.
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“Information”) is the property of MSCI Inc. or its subsidiaries
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The
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Information
containing any historical information, data or analysis should not be
taken as an indication or guarantee of any future performance, analysis,
forecast or prediction. Past performance does not guarantee future
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The
Information should not be relied on and is not a substitute for the
skill, judgment and experience of the user, its management, employees,
advisors and/or clients when making investment and other business
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of any person, entity or group of persons.
None
of the Information constitutes an offer to sell (or a solicitation of
an offer to buy), any security, financial product or other investment
vehicle or any trading strategy. It is not possible to invest directly
in an index. Exposure to an asset class or trading strategy or other
category represented by an index is only available through third party
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Index Linked Investments.
Index
returns do not represent the results of actual trading of investible
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The
Information may contain back tested data. Back-tested performance is
not actual performance, but is hypothetical. There are frequently
material differences between back tested performance results and actual
results subsequently achieved by any investment strategy.
Constituents
of MSCI equity indexes are listed companies, which are included in or
excluded from the indexes according to the application of the relevant
index methodologies. Accordingly, constituents in MSCI equity indexes
may include MSCI Inc., clients of MSCI or suppliers to MSCI. Inclusion
of a security within an MSCI index is not a recommendation by MSCI to
buy, sell, or hold such security, nor is it considered to be investment
advice.
Data
and information produced by various affiliates of MSCI Inc., including
MSCI ESG Research LLC and Barra LLC, may be used in calculating certain
MSCI indexes. More information can be found in the relevant index
methodologies on www.msci.com.
MSCI
receives compensation in connection with licensing its indexes to third
parties. MSCI Inc.’s revenue includes fees based on assets in Index
Linked Investments. Information can be found in MSCI Inc.’s company
filings on the Investor Relations section of www.msci.com.
MSCI
ESG Research LLC is a Registered Investment Adviser under the
Investment Advisers Act of 1940 and a subsidiary of MSCI Inc. Except
with respect to any applicable products or services from MSCI ESG
Research, neither MSCI nor any of its products or services recommends,
endorses, approves or otherwise expresses any opinion regarding any
issuer, securities, financial products or instruments or trading
strategies and MSCI’s products or services are not 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. Issuers mentioned or included in any MSCI ESG Research materials
may include MSCI Inc., clients of MSCI or suppliers to MSCI, and may
also purchase research or other products or services from MSCI ESG
Research. MSCI ESG Research materials, including materials utilized in
any MSCI ESG Indexes or other products, have not been submitted to, nor
received approval from, the United States Securities and Exchange
Commission or any other regulatory body.
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and product names are the trademarks, service marks, or registered
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jurisdictions. The Global Industry Classification Standard (GICS) was
developed by and is the exclusive property of MSCI and Standard &
Poor’s. “Global Industry Classification Standard (GICS)” is a service
mark of MSCI and Standard & Poor’s.
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