MSCI Inc and UBS Group have unveiled a strategic partnership, leveraging their respective expertise in data, analytics, and alternative investments to drive greater transparency in the private markets.

This collaboration will combine MSCI Inc's capabilities in independent data, analytics, and modeling with UBS's leading expertise and global client insights in the alternative investment space. Together, they will work to expand an MSCI-owned, AI-driven platform designed to address long-standing industry challenges in private markets, such as data fragmentation and insufficient transparency.

This platform integrates fund discovery, portfolio management, analysis, and benchmark comparison functions within a single ecosystem. By automating data processing and utilizing independent performance data from MSCI, it aims to provide investors with more timely and consistent portfolio insights. The partnership also seeks to build a private markets ecosystem that connects general partners with institutional investors and private wealth investors.

Henry Fernandez, Chairman and CEO of MSCI, stated that as private markets become an increasingly significant part of the investment landscape, investors are seeking the same level of insight, rigor, and accessibility they expect in public markets. By integrating the respective strengths of MSCI and UBS, the partnership aims to help build the infrastructure that will shape the future of private market investing.

Sergio P. Ermotti, CEO of UBS Group, noted that as a leading limited partner, UBS's unified global alternative investment business brings extensive industry insights and a deep understanding of clients' evolving needs. Through the collaboration with MSCI, UBS aims to help shape the next generation of private markets portfolio management solutions and bring transformation to clients' decision-making processes across both public and private markets.

UBS will serve as an early adopter of the platform and will work with MSCI to drive broader market adoption and standardization. UBS's unified global alternative investment business, established in 2025, manages over $340 billion in invested assets across areas including hedge funds, private equity, private credit, real estate, and infrastructure.