Bringing you live news and features since 2006 

MSCI launches MSCI FaCS and MSCI Factor Box


MSCI Inc, a leading provider of research-based indexes and analytics, has launched MSCI FaCS, a factor classification standard and MSCI Factor Box, an updated style box designed to reflect a modern approach to investing.

Factor Investing is transforming the way investors construct and manage portfolios. And MSCI believes there is a clear gap in the market today for a single framework from which to think about factors. The company’s latest Factor innovation MSCI FaCS and MSCI Factor Box provide investors a common language framework, with an easily accessible and visual representation, for implementing and measuring factor investing strategies.
“We consulted with a wide base of clients across institutional and wealth who are increasingly turning to factor-based strategies. Our latest innovation is the first standard classification that allows a broader investment audience to interpret factor investing through a common language. We are leveraging our history and deep expertise in research-driven factor innovation, along with cutting-edge technology, to bring a standard measurement of factors to a broader range of investors,” says Peter Zangari (pictured), Global Head of Research and Product Development, MSCI.
MSCI FaCS is the framework and standard for evaluating, implementing and reporting factor allocations, based on commonly considered “factors” that have historically driven performance. It includes an extensive global equity factor structure – eight factor groups and 16 factors for more than 70,000 global securities. The factor classification can be viewed at the security level for stock selection or aggregate at the fund or portfolio level to analyse and compare factor exposures – historically key drivers of risk and return behaviour over time.
Factor-based investing continues to gain traction among investors. While widely used by institutional investors for decades, increasingly, registered investment advisors and wealth managers are looking at how they can leverage factor approaches or products on behalf of clients. MSCI Factor Box provides a simple solution accessible by a wider mainstream investment audience which has highlighted the need for industry standard measurement and classification as the traditional style box becomes too limiting.
“We believe standardisation of factor definitions and measurement will allow a wider array of investors to take advantage of factor based approaches as part of a balanced and diversified portfolio,” adds Zangari. “With the launch of MSCI FaCS and MSCI Factor Box, we are bringing much needed transparency as the demand for factor investing continues to grow.”

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by