CFA Institute

01/26/2022 | Press release | Distributed by Public on 01/26/2022 07:39

CFA Institute Research Foundation Announces Strategic Partnership with Leading Investment Tool Provider MSCI

CFA Institute Research Foundation Announces Strategic Partnership with Leading Investment Tool Provider MSCI

CFA Institute members will receive complimentary access to a range of leading indexes from MSCI

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New York City, United States26 Jan 2022

The CFA Institute Research Foundation, a research arm of CFA Institute that sponsors independent, in-depth research on investment management issues, announces a strategic partnership with MSCI Inc., a leading provider of critical decision support tools and services for the global investment community. The partnership will provide CFA Institute members with complimentary access to a range of leading indexes from MSCI. Importantly, this data will enable members to review and analyze performance over time, building and deepening their understanding of global equity markets.

Bud Haslett, FRM, CFA, Executive Director of the CFA Institute Research Foundation comments: "Quality data is an essential tool in an investment professional's toolkit. It enables us to evaluate data over time to inform our strategies moving forward, helping us to leverage learnings from the past to understand what outcomes we might face in our future. We're excited to partner with MSCI to offer access to their indexes to CFA Institute members around the world. As the leading provider of tools and services for investment professionals, their objectives align closely to the CFA Institute mission. We strive to provide practitioners with the necessary resources to make the best decisions on behalf of their clients, keeping pace with the ever-changing investment landscape."

Ana Harris, Global Head of Market Cap Indexes at MSCI, adds:"Through this new and exciting partnership with the CFA Institute Research Foundation, MSCI is pleased to make our innovative indexes accessible to CFA Institute members globally. These indexes will support CFA members in the measurement of the full investment opportunity set and understand the unique drivers of risk and return as they navigate complex and fast-paced investment markets."

The partnership provides CFA Institute members with access to more than 80 MSCI indexes which can be segmented by specific considerations of investment management including: Climate and ESG, Factor, Market Cap, Sectors, and Thematic. The data set represents regions across the globe, capturing 10 years of data, which is updated on a monthly basis.

To explore the data, CFA Institute members can visit the Investment Data Alliance page of our website: Investment Data Alliance (cfainstitute.org).

About the CFA Institute Research Foundation

The CFA Institute Research Foundation provides independent, high-quality research that helps investment management professionals effectively fulfill their duties with prudence, loyalty, and care. Research Foundation publications reflect the views of the author(s) and do not represent the official views of CFA Institute, the CFA Institute Research Foundation or the publication's editorial staff.

About CFA Institute

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors' interests come first, markets functions at their best, and economies grow. There are more than 175,000 CFA® charterholders worldwide in more than 160 markets. CFA Institute has nine offices worldwide and there are 160 local societies. For more information, visit www.cfainstitute.org or follow us on LinkedIn and Twitter at @CFAInstitute.

About MSCI Inc.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 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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