MSCI (MSCI) 47th Annual Raymond James Institutional Investor Conference summary

Proprietary analytics and data differentiation

• Proprietary content and risk models are central to differentiation and premium positioning in analytics and performance solutions.

• Deep integration of analytics in investment and risk processes for major financial institutions, including unique private asset risk models.

• Aggregation of client portfolio data and creation of a proprietary security master enhances value and traceability.

• Proprietary analytic engines, such as Value at Risk and scenario analyses, are critical for regulatory compliance and client confidence.

• Interoperability across tools and frameworks enables consistent analysis across asset classes, ESG, and climate tools.

AI-driven innovation and growth opportunities

• AI is viewed as a major opportunity, driving productivity, freeing investment for innovation, and enabling new product capabilities.

• Recent AI-enabled offerings include IndexAI Insights, AI Portfolio Insights, and geospatial datasets.

• Upcoming basket builder tool will use natural language to create custom baskets, integrating analytics, indexes, and sustainability insights.

• AI is accelerating the realization of a vision for integrated risk and performance analytics across total portfolios.

ETF and index franchise dynamics

• Extended 10-year ETF licensing agreement with a major partner reflects mutual value and strong growth prospects.

• Record inflows into equity ETFs linked to indexes, with $97 billion in January and February, up from $67 billion in the prior quarter.

• Indexes serve as policy benchmarks and drive demand for tradable products, fueling innovation in sustainability, climate, and factor strategies.

• Expansion into custom indexes and model portfolios for wealth managers and trading ecosystems supports ETF growth.

• Active engagement with a broad range of ETF providers to maximize ecosystem and product differentiation.