MSCI (MSCI) Investor update summary

Current Business Overview

• Real assets business provides global benchmarks, analytics, and transaction insights for debt and equity, shifting from core plus to opportunistic and value-add strategies, with a growing focus on infrastructure.

• Private Capital Solutions (PCS) is expanding rapidly, leveraging the Burgiss acquisition for unique private asset data, enhanced data management, and portfolio analytics, including new self-service and diligence products.

• Integration across public and private assets enables unified portfolio views, with common taxonomy and benchmarking frameworks, extending GICS to private assets.

• Building essential infrastructure for private markets with standardized data and workflow solutions, supporting investment workflows from due diligence to reporting.

• Enabling transparency at scale by transforming unstructured data into comparable insights.

Strategic Direction and Growth Drivers

• Focus on total portfolio management, providing a single view across public and private assets, supported by systematic data extraction, classification, and fit-for-purpose benchmarks.

• Expansion into the wealth channel and evergreen fund structures, with tools for standardization, liquidity stress testing, and improved transparency.

• Infrastructure and data centers are key growth areas, leveraging deep transaction data and integrating physical risk analytics.

• Demand rising for unified public/private portfolio views and advanced analytics, with AI transforming data extraction and tailored investment insights.

• Adoption of independent taxonomy standards is driving consistency and transparency.

Innovation and Technology

• AI drives operational efficiency in data ingestion, enables deeper data extraction, and powers client-facing platforms for diligence and self-service data management.

• AI-native interfaces and plugins are available for client use, with strong uptake and a data licensing pricing model.

• Classification standards (PACS, GRACS) are gaining adoption, improving consistency and transparency across the industry.

• Developed AI-native infrastructure to transform unstructured documents into analytics-ready intelligence.

• AI-powered data ingestion and analytics enhance client access and insight creation.