MSCI Inc.: Unlocking Value for Investors in the 21st Century

Introduction

MSCI Inc. (NYSE: MSCI), a global leader in investment indices and analytics, has emerged as a beacon of innovation and value creation for investors worldwide. With over $1.6 trillion in assets benchmarked to its indices, MSCI plays a pivotal role in shaping the investment landscape.

Unraveling the Power of Indices

MSCI's indices capture the performance of a broad universe of assets, ranging from equities and fixed income to commodities and real estate. These indices serve as benchmarks for investment portfolios, enabling investors to track their performance against the broader market and identify investment opportunities.

ESG and Climate Analytics: Empowering Sustainable Investing

In recent years, MSCI has expanded its offerings to include ESG (environmental, social, and governance) and climate analytics. This data empowers investors to make informed decisions based on their values and sustainability goals. According to the UN Principles for Responsible Investment (PRI), global ESG assets under management reached $35.3 trillion in 2020.

Data and Analytics: Fueling Informed Decision-Making

MSCI's vast repository of data and analytics provides investors with a comprehensive view of market dynamics and investment trends. This data includes:

• Fundamental data: Financial statements, analyst ratings, and company profiles
• Market data: Real-time quotes, historical prices, and volume data
• Ownership data: Insights into institutional and insider holdings

By leveraging this data, investors can make well-informed decisions, optimize their portfolios, and navigate market volatility.

Innovation in Action: AI and Robotics

MSCI is harnessing the power of AI (artificial intelligence) and robotics to enhance its services. AI algorithms can analyze large datasets and identify investment opportunities that might otherwise be overlooked. Robotics can automate repetitive tasks, freeing up human analysts to focus on more complex and value-added activities.

Global Reach: A Multinational Powerhouse

MSCI operates in over 80 countries and employs over 3,000 individuals. This global reach enables the company to provide customized solutions to investors around the world. MSCI's regional offices and research centers provide local expertise and insights, ensuring that investors can make informed decisions in any market environment.

Financial Performance: A Stalwart of Growth

MSCI has consistently delivered strong financial performance, underpinned by its recurring revenue model. In 2021, the company reported revenue of $1.3 billion and a net income of $409 million. This growth has been driven by increasing demand for its indices, analytics, and data services.

Value Proposition: Investing for the Future

For investors seeking long-term growth and value creation, MSCI offers a compelling value proposition:

• Precise Indices: Unparalleled accuracy and transparency in index construction
• In-Depth Analytics: Comprehensive insights into ESG, climate, and market dynamics
• Global Reach: A multinational presence with local expertise
• Innovative Solutions: Harnessing AI and robotics to drive efficiency and innovation

How to Invest in MSCI

Investors can gain exposure to MSCI through:

• Indices: Investing in funds or ETFs (exchange-traded funds) that track MSCI indices
• Listed Products: Investing in MSCI's publicly traded shares (NYSE: MSCI)
• Data and Analytics: Subscribing to MSCI's data and analytics services

Conclusion

MSCI Inc. stands as a transformative force in the investment industry, empowering investors with the tools and insights to make informed decisions. Through its world-renowned indices, ESG and climate analytics, and cutting-edge technologies, MSCI continues to create value for investors and shape the future of investing.

Infographics: The MSCI Story in Numbers

Tables: Comparative Analysis and Investment Options

Comparative Analysis of MSCI Indices

Investment Options for Exposure to MSCI Indices

Key Terms

• Index: A statistical measure that tracks the performance of a group of assets.
• ESG: Environmental, social, and governance factors that can impact a company's long-term performance.
• Analytics: The methodical examination and interpretation of data to derive insights.
• AI (Artificial Intelligence): The ability of machines to mimic intelligent human behavior.
• Robotics: The use of machines to automate tasks that are repetitive or dangerous for humans.

Quotes from Industry Experts

"MSCI has become an indispensable partner for investors navigating the complexities of today's global markets." - Barbara Novick, CEO, CFA Institute

"MSCI's ESG and climate analytics provide us with the data and insights we need to make informed investment decisions that align with our sustainability goals." - Adam Matthews, CIO, CalPERS

"MSCI's innovative use of technology is transforming the investment industry, empowering investors with access to cutting-edge tools and solutions." - Amit Jain, Head of Active Equity, Goldman Sachs