Key Features» Attribution – Choose from traditional (Brinson), factor-based, or

hybrid approaches to understand and decompose the sources of risk and return from either your own portfolio or a peer mutual fund.

» Custom Factor Attribution – Leverage MSCI’s patented solution for decomposing risk and returns. For example, you can use your own industry classifications or incorporate other custom data to make risk attribution customized to their unique investment process.

» Scenario and What-if Analysis – Simultaneously evaluate point-in-time and time-series risk, return and style exposures, other portfolio characteristics, asset-level details and multiple trading scenarios using multiple risk models, dates and portfolios.

» Portfolio Construction – Build portfolios that achieve an optimal combination of predicted risk and return, subject to constraints and investment objectives, using the Barra Optimizer. The Barra Optimizer is developed by MSCI’s optimization research team and enables the implementation of complex strategies with various utilities, constraints and targets. Efficiently rebalance or construct a large number of portfolios in a single rebalance cycle.

» Strategy Research and Development – Create and simulate investment strategies using market and third-party attributes and

data. Dynamically change constraints or objectives to adapt to different market conditions or business cycles. Monitor exposures, summary statistics and performance results in real time.

» Custom Data – Use the Formula Builder to create and refine alphas, generate custom data and attributes for risk reports and portfolio optimization, or incorporate portfolio-level statistics.

» Group-by Analysis – Align portfolios with your investment process by aggregating, analyzing and reporting portfolio characteristics across multiple dimensions using MSCI-supplied and third-party attributes, like industry and sector classifications, Economic Exposure, and fundamental data.

» Reporting – Manage a complete end-to-end workflow that includes setup, monitoring, exception handling and hands-free extraction of single or multiple reports with an easy-to-use interface. Automate the reporting process with either CSV or customized PDF for use across the broader investment management organization. Leverage PDF reports designed to compare your holdings against your mutual fund peer group.

» Alternative Investments – Full coverage of oil, gold, FX forwards, equity options or short-term fixed income cash equivalents. Includes support for reporting, backtesting, and attribution for complex portfolios.

Barra Portfolio Manager is designed for research, reporting, strategy development, portfolio construction and performance and risk attribution. The flexible and customizable user interface allows for sharing strategies, analytics and reports within your organization and with clients. Using proprietary content as well as third-party data, Barra Portfolio Manager can help clients make faster, more informed investment decisions.

Barra Portfolio ManagerA hosted portfolio management platform

» Barra Peer Analytics

» Enhancements to High Volume Reporting

» Enhancements to Performance Attribution

» Barra Optimizer 8.0 integration

» Various enhancements and fixesNew in this Release

Barra Portfolio Manager provides multiple views of your portfolio or the market

1 Jose Menchero, Daniel Stefek, and Vijay Poduri. System and Method for Attributing Performance, Risk and Risk-Adjusted Performance of an Investment Portfolio to Custom Factors. US Patent 7,890,408, filed October 11, 2007, and issued February 15, 2011.

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Technology HighlightsBarra Portfolio Manager is a secure hosted platform independently verified to protect client data, through SSAE-16 and ISAE-3402 audits. It is built on the same technology platform as BarraOne.

System Requirements

» High-speed Internet connection allowing 128-bit encryption over SSL

» Java Runtime Environment installed (v. 1.6_0_20 or higher recommended)

» Windows XP or higher Network Requirements

» Java Runtime configured for Internet connectivity

» Secure HTTP communication over port 443

Installation

» Accessible from any Internet-enabled computer

» Automatic upgrades ensure the latest features of Barra Portfolio Manager are available

Your organization can reduce, and in some cases eliminate, the time and cost spent managing technology and data. Find out more about Barra Portfolio Manager and how it can add value to your investment process.

Key BenefitsBarra Portfolio Manager provides multiple views of your portfolio or the market and has a flexible and customizable user interface that lets you tailor, define and share personalized workspaces. As a user, you can benefit from a broad range of multi-asset class risk and performance analytics.

Barra Portfolio Manager can help you make better investment decisions and build better portfolios.

» Improve Analysis and Communication of Portfolio Information – Advanced charting capabilities improve information sharing across your organization and with your clients.

» Compare you portfolio against your peer group – Leverage the new Barra Peer Analytics to compare your fund against similar investment styles from the Lipper fund database. Use that data to uncover investment trends and generate automated reports.

» Identify and Control Sources of Risk – Isolate industry, style, market and other sources of risk to see which policies are the largest contributors to your portfolio’s risk and return.

» Reduce Unintentional Bets – Integrate the market-leading Barra risk models for a clear view of risk within a portfolio.

» Construct and Optimize Portfolios – Build efficient portfolios to meet your investment objectives.

» Conduct Performance Attribution – Evaluate performance in meaningful detail using a range of popular and proprietary attribution methodologies.

» Compare Predicted and Realized Risk and Return – Understand how the profile of a portfolio has changed over time and the impact on realized risk and performance.

» User Interface – Interact with the application in a meaningful and intuitive way with an enhanced user interface that supports multiple monitors and varying monitor resolutions. The application provides an easy start-up wizard for beginners as well as an application that has flexibility and power for advanced analysis.

» Gain Control and Scale – Monitor, control and improve your workflow by using a range of views and workspaces.

» 24x5 Support – A highly trained Client Service team is ready to provide product and analytics expertise before, during and after your trading hours.

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MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indexes, portfolio risk and performance analytics, and ESG data and research.

The company’s flagship product offerings are: the MSCI indexes with over USD 9 trillion estimated to be benchmarked to them on a worldwide basis1; Barra multi-asset class factor models, portfolio risk and performance analytics; RiskMetrics multi-asset class market and credit risk analytics; IPD real estate information, indexes and analytics; MSCI ESG (environmental, social and governance) Research screening, analysis and ratings; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world.The information contained herein (the “Information”) may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI. The Information may not be used to verify or correct other data, to create indexes, risk models, or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information or MSCI index or other product or service constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy. Further, none of the Information or any MSCI index is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF MSCI INC. OR ANY OF ITS SUBSIDIARIES OR ITS OR THEIR DIRECT OR INDIRECT SUPPLIERS OR ANY THIRD PARTY INVOLVED IN THE MAKING OR COMPILING OF THE INFORMATION (EACH, AN “MSCI PARTY”) MAKES ANY WARRANTIES OR REPRESENTATIONS AND, TO THE MAXIMUM EXTENT PERMITTED BY LAW, EACH MSCI PARTY HEREBY EXPRESSLY DISCLAIMS ALL IMPLIEDWARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. WITHOUT LIMITING ANY OF THE FOREGOING AND TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ANY OF THE MSCIPARTIES HAVE ANY LIABILITY REGARDING ANY OF THE INFORMATION FOR ANY DIRECT, INDIRECT, SPECIAL, PUNITIVE, CONSEQUENTIAL (INCLUDING LOST PROFITS) OR ANY OTHER DAMAGES EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

1 As of March 31, 2014, as reported on June 25, 2014, by eVestment, Lipper and Bloomberg

November 2014 ©2014 MSCI Inc. All rights reserved.

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