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Donnelley Financial Solutions Enters into Strategic Arrangement with MSCI to Help Firms Meet SEC Reporting Requirements

CHICAGO--(BUSINESS WIRE)--

Donnelley Financial Solutions (DFIN), a leading provider of risk and compliance solutions, today announced a new strategic arrangement with MSCI Inc. (MSCI), a leading provider of research-based indexes and analytics, to provide a reporting solution helping investment managers and fund administrators comply with new Securities and Exchange Commission (SEC) modernization requirements.

With the SEC’s Reporting Modernization Rules, which go into effect on June 1, 2018, U.S. mutual funds and other registered investment funds are required to gather more extensive information at a higher frequency – including additional reference and taxonomy data and risk metrics – to meet their monthly Form N-PORT requirements. Under the agreement, MSCI will provide financial market data and risk metrics that will feed into Donnelley Financial Solutions’ ArcFiling data platform to streamline the reporting process and help support compliance.

“Fund managers are facing increased reporting requirements associated with the new SEC regulations,” said Eric Johnson, President of Global Investment Markets at Donnelley Financial Solutions. “We are very pleased to collaborate with MSCI—a leading provider of portfolio analysis tools—to efficiently comply with the new regulations. The combination of MSCI’s data and Donnelley Financial Solutions’ expertise will allow our clients to better manage and understand their data, calculate risks, and build an efficient reporting process.”

“As the SEC compliance deadline approaches, asset managers are finalizing their implementation plans. MSCI seeks to help them establish prudent liquidity risk management practices and efficient reporting solutions,” said Jorge Mina, head of MSCI analytics. “We are excited to work with Donnelley Financial Solutions to deliver a broad offering that will help companies meet regulatory requirements more effectively.”

About Donnelley Financial Solutions

With the right solutions in moments that matter, Donnelley Financial Solutions (DFIN) delivers risk and compliance solutions that fuse deep industry experience, unparalleled service, and elegant technologies to provide our clients with insights that power their decisions and shape global markets. The company has 3,500 employees in 61 locations across 18 countries, serving thousands of clients globally. For more information about Donnelley Financial Solutions, visit www.dfsco.com.

About MSCI

For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.

Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research.

MSCI serves 99 of the top 100 largest money managers, according to the most recent P&I ranking.

For more information, visit us at www.msci.com.

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