List of MSCI BarraOne 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 BarraOne 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 BarraOne for Portfolio and Investment Risk 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 BarraOne for Portfolio and Investment Risk Management include: JP Morgan (Asset Management & Private Wealth Management), a United States based Banking and Financial Services organisation with 15000 employees and revenues of $13.20 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Invesco, a United States based Banking and Financial Services organisation with 8536 employees and revenues of $5.72 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion and many others.
Contact us if you need a completed and verified list of companies using MSCI BarraOne, 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 TRM software purchases.
The MSCI BarraOne customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of TRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BNP Paribas Asset Management Netherlands | Banking and Financial Services | 1500 | $600M | Netherlands | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2017 | n/a |
In 2017 BNP Paribas Asset Management Netherlands implemented MSCI BarraOne as a Portfolio and Investment Risk Management application to support its in-house LDIFO liability driven investment front office and fiduciary management workflows. MSCI BarraOne was configured to feed instrument master records and create portfolio holdings that became part of LDIFO's structured daily processing of holdings, instrument data, ESG scores, market data, benchmarks, and issuer ratings.
The deployment emphasized instrument creation and Barra import routines to populate holdings, alongside risk analytics and factor-based risk modelling capabilities typical of MSCI BarraOne for portfolio-level exposure and scenario analysis. Users within portfolio management, risk analysis, and portfolio modelling teams defined monitoring rules and mandate-specific limit configurations, which were embedded as operational controls in the LDIFO application.
Integrations were explicit and operational, MSCI BarraOne exchanged data with Bloomberg Terminal for market data, and with Aladdin to ingest instrument, benchmark, and portfolio holding information from the Aladdin green package. Operational coverage was centered in Amsterdam, supporting front office portfolio managers, risk analysts, and portfolio modelers in daily risk and holdings workflows.
Governance and rollout activities included on-site Business Analyst and Quality Assurance support from December 2017 to February 2020, which assisted in configuration validation, monitoring rule rollout, and ongoing QA of imports and instrument mappings between MSCI BarraOne and LDIFO.
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Eurizon Capital | Banking and Financial Services | 900 | $2.9B | Italy | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2016 | n/a |
In 2016, Eurizon Capital deployed MSCI BarraOne in its Financial Risk Management office in Milan, Lombardy. MSCI BarraOne was adopted as the firm’s Portfolio and Investment Risk Management application to support risk analysis, stress testing, VaR backtesting, risk reporting, and project work on Solvency II impacts for asset management portfolios.
The implementation emphasized BarraOne analytics and standard risk modules, including factor-model based risk decomposition, portfolio level Value at Risk calculations, scenario and stress testing engines, and time series backtesting workflows. Configuration work included establishing risk factor libraries, attribution templates, and reporting templates used by risk analysts to populate regulatory and internal risk reports.
Operational scope was centered on the Financial Risk Management team, with primary business functions impacted being risk analysis, risk reporting, and regulatory capital assessment related to Solvency II. Governance focused on formalizing backtesting cadence, standardizing reporting outputs, and embedding scenario testing into routine risk workflows, positioning MSCI BarraOne as the core Portfolio and Investment Risk Management tool at Eurizon Capital in 2016.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2017 | n/a |
In 2017, Franklin Templeton deployed MSCI BarraOne in the Portfolio and Investment Risk Management category to replace Barclays POINT Risk system for Alternative and Equity assets. The engagement was executed inside the Wealth Management Technology department and focused on standardizing portfolio risk analytics and asset modeling across alternative strategies and equity portfolios. The implementation centered on moving modeled assets into MSCI BarraOne and establishing repeatable upload and reporting workflows.
BarraOne Templates were used to upload Asset Models and validate their Risk Metrics prior to mapping, configuration, and reconciliation. Functional capabilities implemented included asset modeling and factor decomposition, generation of Total Risk and Risk Compositions metrics, Value at Risk and Tracking Error Volatility calculations, and support for a broad set of instruments such as Equity and Index Options put and call, index instruments, FX and currency futures, open ended mutual funds underlying portfolios and composites, warrants, certificates, total return swaps, interest rate swaps, currency swaps, inflation swaps, real estate, fixed income, commodity index and commodity futures, commodity ETF calls and puts, and credit instruments including CDX and CDS.
The deployment integrated with Charles River for trade and confirm visibility, Franklin accounting and trading systems for market values and holdings comparisons, and external market data sources including Bloomberg and FactSet for equity fundamentals and benchmarks. Risk outputs from MSCI BarraOne were extracted via API and XML into the Franklin system of records database, and those feeds were loaded into a Franklin Data Quality Dashboard to identify and block erroneous risk data from flowing to downstream systems. BarraOne was scheduled to run batch reports and reconciliation jobs to support daily monitoring and reporting.
Governance and operational controls included detailed data mappings and requirement documents reviewed with an offshore development team, systematic reconciliation of asset counts holdings prices and market values, and a formal testing regimen. The team authored and executed test plans covering system integration testing, user acceptance testing, and production release smoke testing, and reviewed BarraOne reconciliation reports to identify and remediate rejected assets by comparing market values and prices to Franklin systems.
Operational monitoring emphasized daily portfolio surveillance based on VaR, TEV and factor breakdowns to inform portfolio yield comparisons against benchmarks. Risk metric sets such as Total Risk, Risk Compositions, TEV and VAR were explicitly extracted from MSCI BarraOne to Franklin systems for downstream consumption, and equity research workflows incorporated Bloomberg and FactSet data alongside Python based analysis to validate portfolio valuation and characteristics.
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Banking and Financial Services | 200 | $30M | Singapore | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2021 | n/a |
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Banking and Financial Services | 8536 | $5.7B | United States | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2016 | n/a |
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Banking and Financial Services | 2144 | $2.1B | United Kingdom | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2013 | n/a |
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Banking and Financial Services | 15000 | $13.2B | United States | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2011 | n/a |
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Banking and Financial Services | 2976 | $233M | South Korea | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2017 | n/a |
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Banking and Financial Services | 952 | $100M | South Korea | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2017 | n/a |
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Banking and Financial Services | 23000 | $6.8B | United States | MSCI | MSCI BarraOne | Portfolio and Investment Risk Management | 2014 | n/a |
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Buyer Intent: Companies Evaluating MSCI BarraOne
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating MSCI BarraOne. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating MSCI BarraOne for Portfolio and Investment Risk Management include:
- Scotiabank Mexico, a Mexico based Banking and Financial Services organization with 7200 Employees
- Greyspark Partners, a Hong Kong based Professional Services company with 25 Employees
- Principal Financial Group, a United States based Banking and Financial Services organization with 19800 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 BarraOne Coverage
MSCI BarraOne is a Portfolio and Investment Risk Management solution from MSCI.
Companies worldwide use MSCI BarraOne, from small firms to large enterprises across 21+ industries.
Organizations such as JP Morgan (Asset Management & Private Wealth Management), Franklin Templeton, Northern Trust, Invesco and Schroders are recorded users of
MSCI BarraOne for Portfolio and Investment Risk Management.
Companies using MSCI BarraOne are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using MSCI BarraOne are most concentrated in United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of MSCI BarraOne across Americas, EMEA, and APAC.
Companies using MSCI BarraOne range from small businesses with 0-100 employees - 7.14%, to mid-sized firms with 101-1,000 employees - 35.71%, large organizations with 1,001-10,000 employees - 35.71%, and global enterprises with 10,000+ employees - 21.43%.
Customers of MSCI BarraOne 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 BarraOne 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 Risk Management.