JBI Metia has announced the release of its groundbreaking product, MacroScore™, in strategic partnership with EIU, the business intelligence arm of The Economist Group, a leading authority on international business and world affairs. The new product is set to redefine the landscape of economic research and market intelligence by integrating JBI Metia’s AI capabilities with EIU’s data-driven insights and expert macroeconomic analysis. 

By leveraging EIU's extensive knowledge bases and analytical frameworks, MacroScore provides wealth managers with access to high-quality, actionable data insights. MacroScore allows investors and investment managers alike to leverage Economist Intelligence's macroeconomic risk scores and expert analysis for better informed decision-making, provides actionable insights into macroeconomic risks and enables optimization of portfolio strategies in light of macroeconomic considerations. MacroScore also empowers wealth managers and advisors to better communicate with their clients.

MacroScore revolutionizes portfolio risk assessments by providing organizations with a simplified macro view derived from the integration of geopolitical and macroeconomic forecasts with relevant financial and operational risk scores, alongside expert analysis and commentary. The platform provides trusted macroeconomic data from Economist Intelligence, covering more than 200 countries and 6 industries with forecasts extending to as far out as 2050.

By unifying macroeconomic data with micro-level portfolio details, MacroScore delivers actionable, portfolio-specific insights across both public and private assets. When integrated with a wealth manager’s client portfolio data, MacroScore provides both aggregated and distributed risk exposure – for example, measuring geo-political or currency risk – applied both across a portfolio of holdings as well as helping investors look ‘inside’ the geographical exposure of an individual investment holding.

MacroScore does all of this by leveraging data from EIU processed through JBI Metia’s AI Suite platform. The platform combines advanced AI capabilities with JBI Metia’s deep expertise in wealth and financial services data. MacroScore can act as a virtual research assistant, delivering unique data insights, strategic solutions and expert advice on demand to analysts, portfolio managers, advisors and investors. 

Leon Saunders Calvert, President & Managing Director, Economist Intelligence said:      

“Today, most investors focus on micro measures to manage portfolio risk. With MacroScore investors can now monitor their macro risk position with easy-to-understand analytics powered by EIU. By unifying macroeconomic data with micro-level portfolio details, the platform delivers actionable, portfolio-specific insights across both public and private assets.”

Steve Ellis, Chief Executive of JBI Metia, commented: “In today’s fast-paced financial landscape, the ability to harness and utilize knowledge efficiently is crucial. Traditional portfolio risk assessments need no longer overlook geopolitical and macroeconomic risk factors as the data can be seamlessly integrated into day-to-day reports. MacroScore ensures that wealth managers and private banks can leverage their proprietary data and insights to maintain a competitive edge, ensuring long-term success and sustainability.”

Designed for seamless integration, MacroScore is delivered using a flexible API layer and low-code platform, enabling effortless customization and embedding into existing advisor workflows and client portals. This solution empowers investors to navigate risks confidently and make smarter, data-driven decisions in an increasingly complex global landscape.