3 Transformative Ways to Elevate Your Family Office

Family offices are at a crucial stage. They must navigate increasing uncertainty around geopolitics and climate change — often doing so through new investment opportunities and diversification — while managing the complex data and information required to do so.??

In essence, family offices need to institutionalize at a small scale.??

That’s where we come in: with portfolio management solutions like MSCI’s Private i and Total Plan Manager, family offices of any size can elevate and modernize their strategies for more optimal performance.?

Turn complexity into efficiency?

Between performing scenario analysis, determining private asset allocation strategies, navigating tax structures and managing multiple portfolio owners, family offices must focus on investment-related obligations to succeed. Total Plan Manager can be relied on to manage and reduce complexity by automating manual processes, adding transparency to complex decisions, streamlining workflows and providing a unified view of your portfolios with real-time updates and curated reporting. For example, you can automatically compute the risk profile of thousands of actual holdings to stress test your portfolio’s sensitivity?

MSCI’s Total Plan Manager empowers family offices to focus on higher-impact actions.??

Derive clear insight from disparate data??

Family offices often struggle with fragmented data, making it difficult to establish benchmarks, analyze performance, and make informed decisions. However, by embracing new technology such as portfolio management solutions, they can free time for their investment team to focus on opportunity capture.?

MSCI’s solutions allow family offices to centralize private and private asset data, automatically integrate data from custodians, administrators and fund managers and aggregate multiple data sources from across private and alternative assets — we even include integration of market data providers such as FactSet, IDC and Refinitiv.??

We help family offices maintain full portfolio visibility and facilitate cash flow forecasting, ultimately improving transparency with stakeholders.?

Cash Flow Forecasting Tool - MSCI Total Plan Manager

Improve due diligence and new investment discovery?

MSCIs Total Plan Manager and Private i solutions are designed to help family offices discover higher quality opportunities by analyzing more investments than they previously had time for.???

Through an easy-to-use platform, and on top of the data and analytic capabilities already mentioned, we aim to make due diligence more effective through access to current and historical information on 1,200 funds globally1, what if-modeling and portfolio stress tests.??

Family offices can now consider more sophisticated investment strategies like the endowment model of leveraging private, alternative, and real estate asset classes to maximize potential yields.?

It’s time to modernize the family office?

In today’s environment, family offices can take the opportunity to function like larger financial institutions while still maintaining their ability to move quickly and respond to market fluctuations and stakeholder concerns. With a powerful enough solution, one with aggregated, hard to source data, they can potentially achieve greater tax efficiencies, consider alternative investments, scale operations without incurring massive costs, and manage succession planning more effectively.?

It’s time to do more, with less.?

Ready to transform your family office? Contact us today to learn how MSCI’s Total Plan Manager and Private I solutions can deliver a game-changing opportunity.??

1 As of September, 2024