Allfunds, a leading global wealth management platform, is bolstering its data capabilities through a new strategic collaboration with MSCI, a prominent provider of research-based data, analytics, and indexes. The partnership, announced on , aims to provide Allfunds’ clients with enhanced analytical insights and a more comprehensive data framework.
The collaboration centers around integrating MSCI’s extensive suite of metrics and tools directly into the Allfunds platform. This integration is designed to empower wealth managers with the resources needed to identify investment opportunities, manage risk effectively, and navigate the increasingly complex regulatory landscape. According to the announcement, the combined offering will provide both breadth and analytical depth, assisting clients in meeting evolving regulatory requirements.
MSCI’s data encompasses a wide range of financial information, including market indexes, ESG (Environmental, Social, and Governance) ratings, and risk assessments. By incorporating these datasets, Allfunds intends to strengthen the analytical coverage available through its platform. This move is particularly relevant as wealth managers face growing pressure to incorporate ESG factors into their investment strategies and demonstrate transparency to their clients.
“By integrating MSCI’s global datasets into Allfunds’ solutions, we significantly strengthen the analytical coverage delivered through the platform — equipping clients with the capabilities they need to stay ahead of evolving regulatory requirements,” said Licia Megliani, Head of Value Added Services at Allfunds. This statement highlights the company’s focus on providing clients with tools to proactively address changing industry standards.
Naomi English, Head of Sustainability at MSCI, echoed this sentiment, stating, “We are pleased to partner with Allfunds to offer MSCI data to Allfunds’ exceptional network of wealth managers. Wealth managers understand that investing for the long term demands the ability to identify emerging risks and opportunities, manage the resiliency of investments over time, and provide transparency to their end-clients and stakeholders. Allfunds clients can now leverage MSCI solutions to enhance the financial decisions that they make on behalf of end-investors.”
Allfunds describes itself as the largest digital ecosystem and Wealthtech platform, offering advanced wealth management tools including dealing and execution, ESG solutions, data analytics, compliance support, and customized services. The company’s platform serves a broad network of wealth managers, making the integration of MSCI’s data particularly impactful. The partnership effectively extends Allfunds’ existing data solutions with MSCI’s globally recognized expertise.
The move comes at a time when data analytics are becoming increasingly critical in the wealth management industry. Clients are demanding more sophisticated insights to inform their investment decisions, and regulatory scrutiny is intensifying. The ability to quickly and accurately assess risk, identify opportunities, and demonstrate compliance is no longer a competitive advantage, but a necessity.
The collaboration isn’t simply about adding more data points; it’s about providing actionable intelligence. MSCI’s tools are designed to help wealth managers move beyond basic data analysis and develop a deeper understanding of market trends and potential investment outcomes. This includes identifying emerging risks, assessing the long-term resilience of investments, and providing clear and transparent reporting to clients.
LinkedIn posts from Allfunds further emphasize the strategic importance of this partnership, framing it as a strengthening of the “data foundation for the future of wealth management.” Comments on the post from industry professionals highlight the potential for enhanced data-driven decision-making and increased value for clients. Digital South Trust commented that the partnership would “enhance data driven decisions and create greater value for clients in the evolving wealth management landscape.” Akilesh Selvaraj added that it would “enhance data-driven insights and support better decision-making for clients.”
While the specific technical details of the integration remain undisclosed, the partnership suggests a deep integration of MSCI’s data feeds and analytical tools into the Allfunds platform. This likely involves APIs (Application Programming Interfaces) that allow Allfunds’ systems to access and process MSCI’s data in real-time. The success of the collaboration will depend on the seamlessness of this integration and the ability of Allfunds to present the data in a user-friendly and actionable format for its clients.
The announcement doesn’t detail any exclusivity arrangements, leaving open the possibility that MSCI may collaborate with other wealth management platforms in the future. However, the partnership represents a significant win for Allfunds, positioning it as a leader in data-driven wealth management. The combination of Allfunds’ platform and MSCI’s data expertise is expected to provide a compelling offering for wealth managers seeking to enhance their analytical capabilities and meet the evolving needs of their clients.
