Allfunds Strengthens Data Framework with MSCI to Enhance Investment Analytics

Allfunds, a global leader in wealthtech and investment fund distribution, has expanded its data infrastructure through a strategic collaboration with MSCI, a premier provider of investment decision support tools and benchmarks. The initiative aims to enrich Allfunds’ analytics and data-delivery capabilities for asset managers, wealth managers and financial advisors by integrating MSCI’s risk and factor data into Allfunds’ investment data framework. This enhancement brings deeper insights into portfolio risk, environmental-, social-and-governance (ESG) profiles, and factor exposures, giving clients improved analytical depth to support investment decisions, reporting and risk management.

By fortifying its data stack with MSCI’s robust metrics and models, Allfunds intends to deliver more granular, consistent and forward-looking analytics across its platform — a move that aligns with growing demand for sophisticated, integrated data tools among financial professionals. The development also reflects broader trends in wealthtech and investment solutions, where enriched third-party data sets and flexible frameworks increasingly define competitive differentiation.

Key Highlights

• Strategic data collaboration: Allfunds and MSCI expand integration of MSCI data into Allfunds’ analytics framework.
• Enhanced analytics: Clients gain access to MSCI’s risk, factor, and ESG data alongside Allfunds’ investment data suite.
• Deeper portfolio insights: Improved tools for understanding risk exposures, factor attribution, and sustainability metrics.
• Wealthtech innovation: Strengthens Allfunds’ position in delivering data-driven decision support to advisors and asset managers.
• Client benefits: More timely, comprehensive insights for portfolio reporting and investment strategy.
• Market context: Reflects rising demand for integrated, multi-source investment analytics.

What the Integration Delivers

1. Risk and Factor Analytics

MSCI’s risk and factor datasets — covering market, style and systematic exposure metrics — are now woven into Allfunds’ broader data ecosystem. This allows users to:

• Evaluate portfolio risk across multiple dimensions
• Analyse factor exposures such as size, value, momentum and quality
• Benchmark against MSCI indices or custom peer groups

These insights help asset allocators and advisors quantify risk drivers more precisely.

2. Enhanced ESG Intelligence

ESG integration remains a priority for many investors. MSCI’s well-established ESG scores and underlying environmental and social indicators bring added context to Allfunds’ data offerings. This supports:

• Sustainability reporting
• Regulatory and client-driven ESG disclosure needs
• Comparative analysis across fund universes

Incorporating these metrics into a unified analytics platform reduces fragmentation and allows holistic assessment of portfolios.

3. Unified Investment Data Framework

Rather than siloed data feeds, Allfunds’ framework now delivers MSCI’s metrics seamlessly alongside fund characteristics, performance histories and other investment data — enabling:

• Cross-sectional analysis
• Integrated reporting
• Strategy attribution and stress testing

This unified view supports more informed, efficient investment decisions with fewer manual reconciliations or tool switches.

Why This Matters

1. Demand for Richer Analytics

Asset managers and financial advisors are increasingly seeking sophisticated data that goes beyond simple price histories or fund attributes. Rich risk, factor and ESG data helps differentiate client reporting, supports fiduciary duties, and enhances the credibility of investment decisions — especially in a competitive wealth management landscape.

2. Reducing Fragmentation in Investment Data

Financial professionals often struggle with disparate data sources that require time-intensive aggregation and reconciliation. Allfunds’ integrated model — augmented by MSCI’s trusted data — reduces this fragmentation and supports a single source of truth for analytics and reporting.

3. Strengthening Wealthtech Capabilities

As wealthtech platforms evolve, integration with globally recognised data providers like MSCI becomes a strategic differentiator. Tools that support deep analytics, custom reporting and ESG transparency are increasingly valued by institutional and advisory clients alike.

Market and Competitive Context

Allfunds competes with other investment data and distribution platforms seeking to enhance user experience through advanced analytics — including Morningstar, FactSet, Bloomberg and Refinitiv. Integrating MSCI data not only aligns Allfunds with industry standards for analytics, it also signals broad market adoption of factor-driven and ESG-enhanced data stacks.

Platforms that can unify multiple high-quality data sources while maintaining performance, consistency and regulatory compliance are better positioned to serve sophisticated investor needs — particularly in environments with heightened scrutiny on risk transparency and sustainability reporting.

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