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Integrations

MSCI Fabric

Send your clients financial data and taxonomies from Addepar to MSCI Fabric to design risk-aware portfolios.

Asset class and risk factor modeling
  • Fabric’s scenario-based portfolio sensitivity analysis allows you to adapt investment models to your market outlook and changes in asset allocation.
Customize client portfolios and outcomes
  • Design investment strategies that express your firm’s core views and customize portfolios for each client based on their objectives.
The Addepar API connectivity supports Fabric’s integrated data platform
  • The seamless Fabric Addepar integration allows you to pull in client data, target allocations, and asset class attributes for your specific portfolio design.
Manage and execute portfolios
  • Identify clients and prospects that need your insight and guidance. Go beyond two-dimensional portfolio rebalancing while optimizing for risk and return.