Henry Fernandez, chairman and chief executive, MSCI Inc

MSCI to acquire InvestorForce

MSCI, a provider of investment decision support tools, is to acquire Investor Force Holdings, an ICG company and a provider of performance measurement and reporting software to institutional investment consultants in the US.

The transaction is expected to close in the first quarter of 2013, subject to customary closing conditions.

“We believe the combination of MSCI and InvestorForce presents a unique opportunity to strengthen the network between asset owners, investment consultants and managers around the world,” says Henry Fernandez (pictured), chairman and chief executive, MSCI Inc. “This acquisition enhances MSCI’s position as a leader in performance analysis and risk transparency and furthers our goal of providing investment decision support tools to institutional investors across all client segments and asset classes.”

Jim Morrissey, chief executive of InvestorForce, says: “InvestorForce’s goal has long been to drive efficiencies for and expand the influence of the investment consultant. We believe that becoming part of MSCI, with its global footprint and resources, will significantly enhance our ability to do just that. MSCI’s risk management products, including Barra and RiskMetrics, and its strength in benchmarking make it a natural fit for the InvestorForce performance reporting platform, and we are very excited about the benefits this transaction will bring to our clients and employees.”

InvestorForce provides investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets. InvestorForce’s technology leverages automated data collection to provide institutional investment consultants and their institutional investor clients with greater operational efficiencies and real-time insight, transparency and deeper analysis into investment portfolios. The InvestorForce platform is used by institutional investment consultants to report on over USD3.5trn of assets for over 3,500 institutional plans.

The total consideration for Investor Force is USD23.5m, subject to a final working capital adjustment. The acquisition will be funded through existing cash and is not expected to have a material impact on MSCI’s results of operations.

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