MSCI Launches New Version of Barra Portfolio Manager

Mon Mar 25, 2013 1:00am EDT

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Platform demonstrates innovation in portfolio management
NEW YORK--(Business Wire)--
MSCI Inc. (NYSE: MSCI), a leading provider of investment decision support tools
worldwide, announced today the launch of the latest version of Barra Portfolio
Manager. The upgraded portfolio management software features advanced workflow
tools designed to help portfolio managers improve their investment processes and
goals. 

One of the critical advancements in this version is historical strategy
simulation. Analytics and portfolio managers can now use Barra Portfolio Manager
to test various investment strategies simultaneously and monitor statistics even
while optimizations are being actively processed. This provides users with
immediate insight into a strategy`s risk and return profile, allowing for
real-time adjustments. 

"These enhancements are the latest in our continued efforts to provide a
comprehensive platform that allows clients to design, develop and implement
investment strategies," said Peter Zangari, Managing Director and Head of Equity
Portfolio Management Analytics at MSCI. "Using Barra Portfolio Manager, clients
can now customize their portfolios to adapt to a change in their investment
outlook or a shift in market trends." 

Bill Yost, Managing Partner and Director of Portfolio Management and Trading at
Quotient Investors, said, "Barra Portfolio Manager risk models and optimization
tools give us the ability to build highly customized portfolios that help us
innovate, make more informed investment decisions and compete successfully in
our industry. It helps us better understand both strengths and weaknesses in our
investment process and communicate with clients more effectively. Understanding
why we outperform or underperform is critical information for our clients and
for us." 

"Our clients tell us about the challenges they are facing every day, and their
feedback is the driving force behind these enhancements," said Mr. Zangari. "Our
long and extensive relationship with our clients has been refined over many
years and provides us with a large wealth of client feedback. Our client support
teams and consultants have an in-depth understanding of client needs, and we
continue to incorporate those needs into the products we bring to market." 

To learn more about Barra Portfolio Manager, please visit www.msci.com. 

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 indices, portfolio risk and
performance analytics, and governance tools. 

The company`s flagship product offerings are: the MSCI indices with close to USD
7 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, indices and analytics; MSCI ESG (environmental, social and
governance) Research screening, analysis and ratings; ISS governance research
and outsourced proxy voting and reporting services; FEA valuation models and
risk management software for the energy and commodities markets; and CFRA
forensic accounting risk research, legal/regulatory risk assessment, and
due-diligence. MSCI is headquartered in New York, with research and commercial
offices around the world. 

1As of September 30, 2012, as published by eVestment, Lipper and Bloomberg on
January 31, 2013

For further information on MSCI, please visit our web site at www.msci.com

This document and all of the information contained in it, including without
limitation all text, data, graphs, charts (collectively, the "Information") is
the property of MSCI Inc. or its subsidiaries (collectively, "MSCI"), or MSCI`s
licensors, direct or indirect suppliers or any third party involved in making or
compiling any Information (collectively, with MSCI, the "Information Providers")
and is provided for informational purposes only. 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 create derivative works or to verify or
correct other data or information. For example (but without limitation), the
Information may not be used to create indices, databases, risk models,
analytics, software, or in connection with the issuing, offering, sponsoring,
managing or marketing of any securities, portfolios, financial products or other
investment vehicles utilizing or based on, linked to, tracking or otherwise
derived from the Information or any other MSCI data, information, products or
services. 

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 THE INFORMATION PROVIDERS MAKES
ANY EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE
INFORMATION (OR THE RESULTS TO BE OBTAINED BY THE USE THEREOF), AND TO THE
MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EACH INFORMATION PROVIDER EXPRESSLY
DISCLAIMS ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY IMPLIED
WARRANTIES OF ORIGINALITY, ACCURACY, TIMELINESS, NON-INFRINGEMENT, COMPLETENESS,
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE
INFORMATION. 

Without limiting any of the foregoing and to the maximum extent permitted by
applicable law, in no event shall any Information Provider 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, including
without limitation (as applicable), any liability for death or personal injury
to the extent that such injury results from the negligence or wilful default of
itself, its servants, agents or sub-contractors. 

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 results. 

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. You cannot invest in an index. 

MSCI`s indirect wholly-owned subsidiary Institutional Shareholder Services, Inc.
("ISS") is a Registered Investment Adviser under the Investment Advisers Act of
1940. Except with respect to any applicable products or services from ISS
(including applicable products or services from MSCI ESG Research Information,
which are provided by ISS), 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
neither MSCI nor any of its products or services 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 MSCI ESG Indices use ratings and other data, analysis and information from
MSCI ESG Research. MSCI ESG Research is produced by ISS or its subsidiaries.
Issuers mentioned or included in any MSCI ESG Research materials may be a client
of MSCI, ISS, or another MSCI subsidiary, or the parent of, or affiliated with,
a client of MSCI, ISS, or another MSCI subsidiary, including ISS Corporate
Services, Inc., which provides tools and services to issuers. MSCI ESG Research
materials, including materials utilized in any MSCI ESG Indices or other
products, have not been submitted to, nor received approval from, the United
States Securities and Exchange Commission or any other regulatory body. 

Any use of or access to products, services or information of MSCI requires a
license from MSCI. MSCI, Barra, RiskMetrics, ISS, CFRA, FEA, and other MSCI
brands and product names are the trademarks, service marks, or registered
trademarks of MSCI or its subsidiaries in the United States and other
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.

Media Enquiries:
Kristin Meza, MSCI, New York
+1-212-804-5330
Jo Morgan, MSCI, London
+ 44.20.7618.2224
Melita Renee Eclavea, MSCI, Asia Region
+ 63.20.902-3934
Sally Todd | Christian Pickel, MHP Communications, London
+ 44.20.3128.8515
MSCI Global Client Service:
EMEA Client Service
+ 44.20.7618.2222
Americas Client Service
1-888-588-4567 (toll free)/+1-212-804-3901
Asia Pacific Client Service
+ 852.2844.9333 

Copyright Business Wire 2013

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