MSCI, UBS team up for greater transparency in private markets
US financial research company MSCI and Swiss banking giant UBS have forged a strategic partnership focused on improving transparency in private markets.
The collaboration will bring together MSCI’s data, analytics and modelling capabilities with UBS’s alternatives expertise and its insights from clients worldwide.
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Under the agreement, the two firms plan to further develop MSCI’s AI-powered private markets platform, which is intended to tackle persistent issues in the sector including fragmented data and limited transparency.
Drawing on UBS’s perspectives across limited partners, wealth management and asset management, the partnership is intended to support a more connected and standardised experience throughout the private markets investment lifecycle.
UBS will act as an early user of the platform. It will also work with MSCI in support of wider adoption and greater standardisation across private markets.
The platform combines fund discovery, portfolio management, analytics and benchmarking tools within a single system.
It is designed to simplify data management and improve transparency between private and public markets, MSCI said in a statement.
Automated data processing, alongside MSCI’s independent performance data, is also expected to provide investors with more timely and consistent portfolio insights.
The partnership is also intended to support a private markets network linking general partners with institutional investors and private wealth clients.
MSCI chairman and CEO Henry Fernandez commented:“As private markets become an increasingly important part of the investment landscape, investors are looking for the insights, rigor and accessibility that they have come to expect in public markets.
“By combining MSCI and UBS’s respective strengths, we aim to help build the infrastructure that can shape the future of private markets investing.”
UBS group CEO Sergio Ermotti said: “Through our collaboration with MSCI, our goal is to help to shape the next generation of private markets portfolio management solutions and transform the decision-making process for clients across public and private markets.”
