Barra Portfolio Manager

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Designed to help build better portfolios

Barra Portfolio Manager delivers the next generation of equity portfolio management tools and is designed to help fund managers and their teams build better portfolios, regardless of investment process. It allows users to gain additional portfolio insight, manage a more systematic investment process and make faster, more informed investment decisions – all on one integrated, flexible, risk and performance platform. 

With an easy-to-use, interactive user interface, Barra Portfolio Manager offers a broad range of equity portfolio analytics, advanced workflow tools, and high quality data. It introduces Barra-defined workspaces and reports that can be tailored to the needs of each user, and reduces the total cost of ownership by integrating both risk and performance attribution onto one platform, centralizing data and leveraging the latest technology.

The layout and design of Barra Portfolio Manager helps users to quickly and easily analyze risk and return, monitor portfolios and conduct pre-trade ‘what if’ analysis across a number of scenarios before making edits to a portfolio’s trade list or rebalancing a portfolio. 

More Equity Analytics:  Risk and Performance in One Platform  

• Choose from a broad range of equity analytics which includes:
  • Multiple risk and performance attribution methodologies, including factor-based, allocation/selection (Pure Brinson), and a hybrid approach that combines the two.
  • A number of risk decomposition methods, including the latest Barra X-Sigma-Rho approach, which fully reflects the diversification effect of each risk source in the portfolio, or by using other variance-based analytics.

Gain Flexibility:  Tailored to Your Needs

• Draw from a library of Barra-defined workspaces and reports and modify them to get off to a quick start.
• Evaluate risk and return, portfolio characteristics, factors, and asset-level details side-by-side and compare different models, multiple dates and various portfolios simultaneously at a point-in-time or across a time-series.
• Tailor how portfolio analytics are grouped and displayed through attribution tree reports, tables or a variety of advanced charts and graphs.

Reduce Data Management:  Secure, Hosted Platform

• All data and processing is managed on a secure, hosted platform which means minimal desktop computing resources. All upgrades are performed automatically.
• Requires minimum system requirements and is accessible from any internet-enabled computer.
• Built on the same proven technology as BarraOne, which has served the risk reporting needs of clients since 2002.
• Backed by a SAS70 Type II audit which reports on the controls MSCI has in place for Barra Portfolio Manager and its operational effectiveness.
• For organizations wishing to outsource all their data and system management operations, add the Barra Managed Services option to help with nightly performance and data administration routines.

Increased Collaboration:  Define and Share Personalized Workspaces

• Easily and quickly create and share workspaces and reports across one office or multiple global locations.
• Define workgroups within Barra Portfolio Manager to customize and control access to content for different teams across the organization, ranging from senior executives, compliance and risk teams to sales and marketing, client services, and product management.

Future releases of Barra Portfolio Manager will add further capabilities for developing, testing and managing investment products. Over time, MSCI plans to add additional portfolio construction capabilities for strategy development, back testing, optimized rebalancing, alpha investigation, and standard web-based interfaces (APIs).

To find out more about how Barra Portfolio Manager can be used within your equity investment process, please contact us.

Existing Barra Aegis Clients

Getting started is easy! Simply complete the Barra Order Form and an addendum to an existing Barra License Agreement to add the online service. Contact us to get started now.

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