MSCI, UBS to Bring Transparency to Private Markets

MSCI Inc. and UBS Group AG are announcing a strategic partnership aimed at advancing transparency across private markets.

The partnership combines MSCI’s capabilities in independent data, analytics and models with UBS’s leading alternatives expertise and global client insights. Together, the companies will work to further expand MSCI’s AI-powered platform designed to address longstanding industry challenges in private markets, such as fragmented data and limited transparency.

Informed by the Limited Partner (LP), Wealth Management and Asset Management perspectives that UBS brings, the partnership will create a more connected and standardized experience across the full private markets investment lifecycle, enabling investors to access insights more efficiently and evaluate opportunities with greater confidence. As the world’s largest truly global wealth manager and a leading asset manager, UBS will also be an early adopter of the platform and collaborate with MSCI to advocate for broader market adoption and standardization across private markets.

Henry Fernandez, Chairman and CEO of MSCI, commented: “MSCI has long been committed to bringing independence, transparency and innovation to global investors. 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.”

Sergio P. Ermotti, Group Chief Executive Officer of UBS, said: “This partnership builds on our long-standing relationship with MSCI and our shared ambition to increase transparency in private markets. As a leading LP, our Unified Global Alternatives business brings extensive industry insights and a deep understanding of clients’ evolving needs. 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.”

Additional information

• The platform brings together fund discovery, portfolio management, analytics and benchmarking capabilities within a single ecosystem.
• The platform streamlines data management and drives transparency bridging private and public markets. In addition, automated data processing and independent performance data from MSCI provide investors with more timely and consistent insights across portfolios.
• The collaboration fosters a private markets ecosystem that connects General Partners (GPs) with institutional and private wealth investors.

Source: MSCI