List of MSCI Barra Portfolio Manager Customers
MSCI
7 World Trade Center, 49th Floor, 250 Greenwich Street,
New York, 10007, NY,
United States
New York, 10007, NY,
United States
1 212-804-3900
Banking and Financial Services
6132
$2.9B
Since 2010, our global team of researchers has been studying MSCI Barra Portfolio Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased MSCI Barra Portfolio Manager for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using MSCI Barra Portfolio Manager for Portfolio and Investment Management include: Texas Permanent School Fund, a United States based Banking and Financial Services organisation with 99 employees and revenues of $2.74 billion, Vestcor, a Canada based Non Profit organisation with 150 employees and revenues of $15.0 million, Horizon Investments, a United States based Banking and Financial Services organisation with 130 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using MSCI Barra Portfolio Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Horizon Investments | Banking and Financial Services | 130 | $13M | United States | MSCI | MSCI Barra Portfolio Manager | Portfolio and Investment Management | 2012 | n/a |
In 2012, Horizon Investments implemented MSCI Barra Portfolio Manager to support equity portfolio construction, factor-based performance attribution and optimization as part of its investment management analytics in the United States. Horizon Investments deployed MSCI Barra Portfolio Manager as a Portfolio and Investment Management solution to embed multi-factor modeling and portfolio-level analytics into its investment workflow.
The implementation leveraged Barra portfolio software capabilities for systematic portfolio construction and analytics, with emphasis on factor model integration, constraint-based portfolio optimization and performance attribution functionality. Configuration work centered on security-level factor exposures, optimization parameter sets and standardized attribution reporting templates, enabling portfolio managers and quantitative analysts to produce consistent attribution and optimization outputs from MSCI Barra Portfolio Manager.
Operational scope covered the investment management analytics function in the United States, with primary users including portfolio managers, research analysts and risk oversight teams. Governance and process changes aligned reporting cadence and decision workflows to Barra analytics, integrating attribution results and optimization outputs into the firm’s portfolio review and rebalancing procedures.
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Texas Permanent School Fund | Banking and Financial Services | 99 | $2.7B | United States | MSCI | MSCI Barra Portfolio Manager | Portfolio and Investment Management | 2018 | n/a |
In 2018, Texas Permanent School Fund implemented MSCI Barra Portfolio Manager to support Portfolio and Investment Management activities. The deployment centralized quantitative risk analytics and factor attribution into the investment workflow used by the fund's portfolio managers and investment research teams.
The MSCI Barra Portfolio Manager implementation emphasized risk monitoring and factor attribution capabilities, including portfolio risk reporting, attribution analysis and tools to monitor active risk exposures and returns. Portfolio managers used the application alongside other analytics sources to create and maintain reports that are integral to the implementation of trade ideas and to monitor exposure on a daily basis.
MSCI Barra Portfolio Manager was integrated operationally with Aladdin, FactSet, Northfield and Beon as part of the analytics and reporting stack, enabling cross system validation of exposures and performance attribution. The system supported trade implementation workflows such as pairs strategies for merger arbitrage, daily equitization of cash and receivables, and futures handling, and it was used in due diligence workflows for externally managed international equity portfolios.
Governance and process changes focused on embedding Barra driven attribution into existing portfolio management and investment research processes, with Portfolio Managers and Investment Officers operating the risk and report generation workflows. The implementation structured ongoing monitoring and reporting responsibilities to ensure Barra Portfolio Manager outputs fed trade decision documentation and performance, risk and fee analysis for externally managed mandates.
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Vestcor | Non Profit | 150 | $15M | Canada | MSCI | MSCI Barra Portfolio Manager | Portfolio and Investment Management | 2004 | n/a |
In 2004, Vestcor implemented MSCI Barra Portfolio Manager within its Portfolio and Investment Management toolkit to strengthen pension oversight and analytical consistency. The deployment anchored MSCI equity factor analytics and Barra factor models as core inputs to pension portfolio risk monitoring and performance workflows.
Configuration emphasized embedding Barra factor models and equity factor analytics into portfolio-level risk analytics and performance attribution processes, and provisioning reporting dashboards for trustees and investment committees. Standard Portfolio and Investment Management capabilities such as factor-based risk decomposition, scenario-style analysis, and attribution were used to produce consistent risk signals across Canadian pension mandates. The MSCI Barra Portfolio Manager implementation centralized analytics and model parameterization to create repeatable factor exposures and benchmarking.
Integrations focused on operationalizing MSCI analytics within Vestcor's pension portfolio risk and performance workflow, aligning investment governance processes with the MSCI outputs. The operational scope targeted the finance function and pension plan oversight for Canadian client mandates, enabling analysts and governance bodies to consume standardized risk and attribution reporting.
Governance and workflow adjustments prioritized scaled oversight and faster responsiveness to factor-driven risk, driven by the new analytics and reporting cadence. MSCI's case study on the engagement reports improved risk insight and governance outcomes in Canada following this adoption of MSCI Barra Portfolio Manager.
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Buyer Intent: Companies Evaluating MSCI Barra Portfolio Manager
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating MSCI Barra Portfolio Manager. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating MSCI Barra Portfolio Manager for Portfolio and Investment Management include:
- Bloomberg Global, a United Kingdom based Professional Services organization with 10 Employees
- Citigroup, a United States based Banking and Financial Services company with 230000 Employees
- Khazanah Nasional, a Malaysia based Banking and Financial Services organization with 809 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD MSCI Barra Portfolio Manager Coverage
MSCI Barra Portfolio Manager is a Portfolio and Investment Management solution from MSCI.
Companies worldwide use MSCI Barra Portfolio Manager, from small firms to large enterprises across 21+ industries.
Organizations such as Texas Permanent School Fund, Vestcor and Horizon Investments are recorded users of
MSCI Barra Portfolio Manager for Portfolio and Investment Management.
Companies using MSCI Barra Portfolio Manager are most concentrated in Banking and Financial Services and Non Profit, with adoption spanning over 21 industries.
Companies using MSCI Barra Portfolio Manager are most concentrated in United States and Canada, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of MSCI Barra Portfolio Manager across Americas, EMEA, and APAC.
Companies using MSCI Barra Portfolio Manager range from small businesses with 0-100 employees - 33.33%, to mid-sized firms with 101-1,000 employees - 66.67%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.
Customers of MSCI Barra Portfolio Manager include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified MSCI Barra Portfolio Manager customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.