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Equity Models
Barra has equity models of markets around the world. The models focus on a single market, a region, or the whole world. You can access Barra's equity models through the BarraOne, Aegis, Barra Portfolio Manager, TotalRisk and Barra Equity Models Direct products. For specific model information, see the model details page.
Single Country Models for Major Markets
Models that focus on a single market containing risk index, industry, or market equity factors of particular significance to that market
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| • | • | • | • | • |
Countries covered: 19 ¹Short-Term version available. ²USE3 Long/Short term and USE4 Long/Short Term versions available.
Trading Models
Models of certain markets designed for traders and managers with very short holding periods
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| • | • |
Countries covered: UK, US
Europe Equity Model (EUE3)
The new Europe Regional model, with extended coverage including Eastern Europe, refined risk indices, new specific risk model and multiple variants (Base, UK derived and Eastern Europe derived models)
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| (future) | • | • | • |
Countries covered: 29
Asia Pacific Equity Model (ASE1)
Regional model for Asia Pacific with risk index and industry factors of importance in Asia Pacific
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| • | • |
Countries covered: 15
Global Equity Model (GEM2)
Global model with one set of global risk index factors coupled with GICS industries
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| • | • | • |
Countries covered: 55
Global Equity Model (GEM3)
Global model with one set of global risk index factors coupled with GICS industries
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| • | • | • |
Countries covered: 77
Integrated Model (BIM)
Global model developed by aggregating regional and single country models. The model contains all factors from all sub-models, plus global factors to capture cross-market influences.
| BarraOne | Aegis | Barra Portfolio Manager | TotalRisk | Models Direct |
| • | • | • |
Countries covered: 59 ¹A modified Europe Equity Model is included in the Integrated Model: UK assets are modeled using the UK Equity Model. BarraOne, TotalRisk, and BIMe Models Direct use the Integrated Model, and therefore access this modified Europe model.
