Latest news with #MSCIInc
Business Wire
a day ago
- Business
- Business Wire
MSCI Equity Indexes August 2025 Index Review
LONDON--(BUSINESS WIRE)--MSCI Inc. announced the results of the August 2025 Index Review for the MSCI Equity Indexes. All changes will be implemented as of the close of August 26, 2025. Highlights include: MSCI Global Standard Indexes: Forty-two securities will be added to and 56 securities will be deleted from the MSCI ACWI Index. The three largest additions to the MSCI World Index measured by full company market capitalization will be Rocket Lab Corp (USA), SoFi Technologies (USA) and Affirm Holdings A (USA). The three largest additions to the MSCI Emerging Markets Index measured by full company market capitalization will be China CITIC Bank A (HK-C) (China), Dian Swastatika Sentosa (Indonesia) and Laopu Gold H (China). MSCI Global Small Cap Indexes: There will be 194 additions to and 107 deletions from the MSCI ACWI Small Cap Index. MSCI Global Investable Market Indexes: There will be 176 additions to and 103 deletions from the MSCI ACWI Investable Market Index (IMI). MSCI Global All Cap Indexes: There will be 120 additions to and 60 deletions from the MSCI World All Cap Index. MSCI Frontier Markets Indexes: There will be nine additions to and four deletions from the MSCI Frontier Markets Index. The three largest additions to the MSCI Frontier Markets Index measured by full company market capitalization will be FPT Corp (Vietnam), Asyad Shipping Company (Oman) and Société Générale de Banques en Côte d'Ivoire (Ivory Coast). There will be 28 additions to and 11 deletions from the MSCI Frontier Markets Small Cap Index. In light of currently observed market accessibility issues, MSCI will continue to not implement changes as part of this Index Review for any securities classified in Bangladesh for the MSCI Bangladesh Indexes or impacted composite indexes. These changes, along with other changes across MSCI Equity Indexes including the MSCI US Equity Indexes, MSCI US REIT Index, MSCI China A Onshore Indexes and China All Shares Indexes are available on MSCI's "Index Review" web page: -Ends- About MSCI MSCI Inc. (NYSE: MSCI) strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates. To learn more, please visit Media Inquiries PR@ Melanie Blanco +1 212 981 1049 Konstantinos Makrygiannis +44 77 6893 0056 Tina Tan +852 2844 9320 MSCI Global Client Service EMEA Client Service + 44 20 7618 2222 Americas Client Service +1 888 588 4567 Asia Pacific Client Service + 852 2844 9333 This document and all of the information contained in it, including without limitation all text, data, graphs, charts (collectively, the 'Information') is the property of MSCI Inc. or its subsidiaries (collectively, 'MSCI'), or MSCI's licensors, direct or indirect suppliers or any third party involved in making or compiling any Information (collectively, with MSCI, the 'Information Providers') and is provided for informational purposes only. The Information may not be modified, reverse-engineered, reproduced or redisseminated in whole or in part without prior written permission from MSCI. All rights in the Information are reserved by MSCI and/or its Information Providers. The Information may not be used to create derivative works or to verify or correct other data or information. For example (but without limitation), the Information may not be used to create indexes, databases, risk models, analytics, software, or in connection with the issuing, offering, sponsoring, managing or marketing of any securities, portfolios, financial products or other investment vehicles utilizing or based on, linked to, tracking or otherwise derived from the Information or any other MSCI data, information, products or services. The user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF THE INFORMATION PROVIDERS MAKES ANY EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION (OR THE RESULTS TO BE OBTAINED BY THE USE THEREOF), AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EACH INFORMATION PROVIDER EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF ORIGINALITY, ACCURACY, TIMELINESS, NON-INFRINGEMENT, COMPLETENESS, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE INFORMATION. Without limiting any of the foregoing and to the maximum extent permitted by applicable law, in no event shall any Information Provider have any liability regarding any of the Information for any direct, indirect, special, punitive, consequential (including lost profits) or any other damages even if notified of the possibility of such damages. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited, including without limitation (as applicable), any liability for death or personal injury to the extent that such injury results from the negligence or willful default of itself, its servants, agents or sub-contractors. Information containing any historical information, data or analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Past performance does not guarantee future results. The Information may include 'Signals,' defined as quantitative attributes or the product of methods or formulas that describe or are derived from calculations using historical data. Neither these Signals nor any description of historical data are intended to provide investment advice or a recommendation to make (or refrain from making) any investment decision or asset allocation and should not be relied upon as such. Signals are inherently backward-looking because of their use of historical data, and they are not intended to predict the future. The relevance, correlations and accuracy of Signals frequently will change materially. The Information should not be relied on and is not a substitute for the skill, judgment and experience of the user, its management, employees, advisors and/or clients when making investment and other business decisions. All Information is impersonal and not tailored to the needs of any person, entity or group of persons. None of the Information constitutes an offer to sell (or a solicitation of an offer to buy), any security, financial product or other investment vehicle or any trading strategy. It is not possible to invest directly in an index. Exposure to an asset class or trading strategy or other category represented by an index is only available through third party investable instruments (if any) based on that index. MSCI does not issue, sponsor, endorse, market, offer, review or otherwise express any opinion regarding any fund, ETF, derivative or other security, investment, financial product or trading strategy that is based on, linked to or seeks to provide an investment return related to the performance of any MSCI index (collectively, 'Index Linked Investments'). MSCI makes no assurance that any Index Linked Investments will accurately track index performance or provide positive investment returns. MSCI Inc. is not an investment adviser or fiduciary and MSCI makes no representation regarding the advisability of investing in any Index Linked Investments. Index returns do not represent the results of actual trading of investible assets/securities. MSCI maintains and calculates indexes, but does not manage actual assets. The calculation of indexes and index returns may deviate from the stated methodology. Index returns do not reflect payment of any sales charges or fees an investor may pay to purchase the securities underlying the index or Index Linked Investments. The imposition of these fees and charges would cause the performance of an Index Linked Investment to be different than the MSCI index performance. The Information may contain back tested data. Back-tested performance is not actual performance, but is hypothetical. There are frequently material differences between back tested performance results and actual results subsequently achieved by any investment strategy. Constituents of MSCI equity indexes are listed companies, which are included in or excluded from the indexes according to the application of the relevant index methodologies. Accordingly, constituents in MSCI equity indexes may include MSCI Inc., clients of MSCI or suppliers to MSCI. Inclusion of a security within an MSCI index is not a recommendation by MSCI to buy, sell, or hold such security, nor is it considered to be investment advice. Data and information produced by various affiliates of MSCI Inc., including MSCI ESG Research LLC and Barra LLC, may be used in calculating certain MSCI indexes. More information can be found in the relevant index methodologies on MSCI receives compensation in connection with licensing its indexes to third parties. MSCI Inc.'s revenue includes fees based on assets in Index Linked Investments. Information can be found in MSCI Inc.'s company filings on the Investor Relations section of MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc. Neither MSCI nor any of its products or services recommends, endorses, approves or otherwise expresses any opinion regarding any issuer, securities, financial products or instruments or trading strategies and MSCI's products or services are not a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, provided that applicable products or services from MSCI ESG Research may constitute investment advice. MSCI ESG Research materials, including materials utilized in any MSCI ESG Indexes or other products, have not been submitted to, nor received approval from, the United States Securities and Exchange Commission or any other regulatory body. MSCI ESG and climate ratings, research and data are produced by MSCI ESG Research LLC, a subsidiary of MSCI Inc. MSCI ESG Indexes, Analytics and Real Estate are products of MSCI Inc. that utilize information from MSCI ESG Research LLC. MSCI Indexes are administered by MSCI Limited (UK) and MSCI Deutschland GmbH. Please note that the issuers mentioned in MSCI ESG Research materials sometimes have commercial relationships with MSCI ESG Research and/or MSCI Inc. (collectively, 'MSCI') and that these relationships create potential conflicts of interest. In some cases, the issuers or their affiliates purchase research or other products or services from one or more MSCI affiliates. In other cases, MSCI ESG Research rates financial products such as mutual funds or ETFs that are managed by MSCI's clients or their affiliates, or are based on MSCI Inc. Indexes. In addition, constituents in MSCI Inc. equity indexes include companies that subscribe to MSCI products or services. In some cases, MSCI clients pay fees based in whole or part on the assets they manage. MSCI ESG Research has taken a number of steps to mitigate potential conflicts of interest and safeguard the integrity and independence of its research and ratings. More information about these conflict mitigation measures is available in our Form ADV, available at Any use of or access to products, services or information of MSCI requires a license from MSCI. MSCI, Barra, RiskMetrics, IPD and other MSCI brands and product names are the trademarks, service marks, or registered trademarks of MSCI or its subsidiaries in the United States and other jurisdictions. The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of MSCI and S&P Dow Jones Indices. 'Global Industry Classification Standard (GICS)' is a service mark of MSCI and S&P Dow Jones Indices. MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data.
Business Wire
3 days ago
- Business
- Business Wire
MSCI Prices $1.25 Billion 5.250% Senior Unsecured Notes Due 2035
NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that it priced its registered public offering of $1.25 billion aggregate principal amount of 5.250% senior unsecured notes due 2035 (the "notes") at an issue price of 99.417% (the "Offering"). Interest on the notes will be 5.250% per annum, and will be payable in cash semi-annually, beginning on March 1, 2026. Interest on the notes will begin accruing from August 8, 2025. The Offering is expected to settle on August 8, 2025, subject to customary closing conditions. MSCI intends to use the net proceeds from the Offering to repay outstanding borrowings under its revolving credit facility and to pay related fees and expenses, with remaining amounts to be used for general corporate purposes, which may include, without limitation, potential repurchases of its common stock, investments and acquisitions. J.P. Morgan and BofA Securities are acting as lead book-running managers for the Offering and Goldman Sachs & Co. LLC, Morgan Stanley, Citizens Capital Markets, RBC Capital Markets and TD Securities are acting as joint book-running managers. Credit Agricole CIB, Huntington Capital Markets, M&T Securities, Scotiabank and R. Seelaus & Co., LLC are acting as co-managers. MSCI has filed a registration statement (including a prospectus and a preliminary prospectus supplement) with the Securities and Exchange Commission ('SEC') for the Offering to which this communication relates. The registration statement automatically became effective upon filing on March 8, 2024. A prospectus supplement relating to Offering will be filed with the SEC. Before you invest, you should read the base prospectus in that registration statement, the preliminary prospectus supplement, the prospectus supplement once available and the other documents MSCI has filed with the SEC for more complete information about MSCI and this Offering. You may get these documents for free by visiting EDGAR on the SEC website at Alternatively, MSCI, any underwriter or any dealer participating in the Offering will arrange to send investors the prospectus and prospectus supplement upon request by contacting J.P. Morgan Securities LLC by telephone (collect) at (212) 834-4533 or BofA Securities, Inc. by telephone at 1-800-294-1322 or by email at This press release does not constitute an offer to sell or the solicitation of an offer to buy the notes, nor does it constitute an offer, solicitation or sale in any jurisdiction in which such offer, solicitation or sale is unlawful. About MSCI Inc. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the proposed Offering. These forward-looking statements relate to future events or to future financial performance and involve underlying assumptions, as well as known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these statements. In some cases, you can identify forward-looking statements by the use of words such as 'may,' 'could,' 'expect,' 'intend,' 'plan,' 'seek,' 'anticipate,' 'believe,' 'estimate,' 'predict,' 'potential' or 'continue,' or the negative of these terms or other comparable terminology. You should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties and other factors that are, in some cases, beyond MSCI's control and that could materially affect actual results, levels of activity, performance or achievements. Other factors that could materially affect actual results, levels of activity, performance or achievements can be found in MSCI's Annual Report on Form 10-K for the fiscal year ended December 31, 2024 filed with the Securities and Exchange Commission ('SEC') on February 7, 2025 and in quarterly reports on Form 10-Q and current reports on Form 8-K filed or furnished with the SEC. If any of these risks, uncertainties or other matters materialize, or if MSCI's underlying assumptions prove to be incorrect, actual results may vary significantly from what MSCI projected. Any forward-looking statement in this press release reflects MSCI's current views with respect to future events and is subject to these and other risks, uncertainties and assumptions relating to MSCI's operations, results of operations, growth strategy and liquidity. MSCI assumes no obligation to publicly update or revise these forward-looking statements for any reason, whether as a result of new information, future events, or otherwise, except as required by law.
Business Wire
3 days ago
- Business
- Business Wire
MSCI Launches Public Offering of Senior Unsecured Notes
NEW YORK--(BUSINESS WIRE)--MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that it has commenced an offering of senior unsecured notes (the 'notes') in a registered public offering (the 'Offering'). The proposed Offering is subject to market and other conditions. MSCI intends to use the net proceeds from the Offering to repay outstanding borrowings under its revolving credit facility and to pay related fees and expenses, with remaining amounts to be used for general corporate purposes, which may include, without limitation, potential repurchases of its common stock, investments and acquisitions. J.P. Morgan and BofA Securities are acting as joint book-running managers for the Offering. MSCI has filed a registration statement (including a prospectus and a preliminary prospectus supplement) with the Securities and Exchange Commission ('SEC') for the Offering to which this communication relates. The registration statement automatically became effective upon filing on March 8, 2024. Before you invest, you should read the base prospectus in that registration statement, the preliminary prospectus supplement and the other documents MSCI has filed with the SEC for more complete information about MSCI and this Offering. You may get these documents for free by visiting EDGAR on the SEC website at Alternatively, MSCI, any underwriter or any dealer participating in the Offering will arrange to send investors the prospectus and preliminary prospectus supplement upon request by contacting J.P. Morgan Securities LLC by telephone (collect) at (212) 834-4533 or BofA Securities, Inc. by telephone at 1-800-294-1322 or by email at This press release does not constitute an offer to sell or the solicitation of an offer to buy the notes, nor does it constitute an offer, solicitation or sale in any jurisdiction in which such offer, solicitation or sale is unlawful. About MSCI Inc. MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the proposed Offering. These forward-looking statements relate to future events or to future financial performance and involve underlying assumptions, as well as known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these statements. In some cases, you can identify forward-looking statements by the use of words such as 'may,' 'could,' 'expect,' 'intend,' 'plan,' 'seek,' 'anticipate,' 'believe,' 'estimate,' 'predict,' 'potential' or 'continue,' or the negative of these terms or other comparable terminology. You should not place undue reliance on forward-looking statements because they involve known and unknown risks, uncertainties and other factors that are, in some cases, beyond MSCI's control and that could materially affect actual results, levels of activity, performance or achievements. Other factors that could materially affect actual results, levels of activity, performance or achievements can be found in MSCI's Annual Report on Form 10-K for the fiscal year ended December 31, 2024 filed with the Securities and Exchange Commission ('SEC') on February 7, 2025 and in quarterly reports on Form 10-Q and current reports on Form 8-K filed or furnished with the SEC. If any of these risks, uncertainties or other matters materialize, or if MSCI's underlying assumptions prove to be incorrect, actual results may vary significantly from what MSCI projected. Any forward-looking statement in this press release reflects MSCI's current views with respect to future events and is subject to these and other risks, uncertainties and assumptions relating to MSCI's operations, results of operations, growth strategy and liquidity. MSCI assumes no obligation to publicly update or revise these forward-looking statements for any reason, whether as a result of new information, future events, or otherwise, except as required by law.
Bloomberg
31-07-2025
- Business
- Bloomberg
Real Estate Investors in Europe Hold Back Amid Tariff Turmoil
President Donald Trump's sweeping tariff threats have put a pin in what many hoped would be a year of recovery for European real estate markets. Commercial property sales were down 10% by value in the second quarter and down 7% in the first half of the year, according to data from MSCI Inc. The number of active buyers and sellers in Europe also fell to the lowest level in more than a decade during the three months through June.
Yahoo
24-07-2025
- Business
- Yahoo
MSCI Inc. (MSCI): A Bull Case Theory
We came across a bullish thesis on MSCI Inc. on Stock Analysis Compilation's Substack. In this article, we will summarize the bulls' thesis on MSCI. MSCI Inc.'s share was trading at $530.86 as of July 23rd. MSCI's trailing and forward P/E were 35.18 and 31.15, respectively according to Yahoo Finance. An executive presenting a business proposal in a modern open office space, surrounded by data analytics displays. MSCI is a rare compounding machine distinguished by unmatched profitability, consistent ~10% organic growth, and disciplined capital allocation under founder-operator Henry Fernandez. The company's recurring revenue model drives remarkable growth persistence, with approximately one-third of expansion derived from disciplined pricing power across mission-critical services. Group-level organic growth has averaged 10% for over a decade, with only 2021 standing out as an extraordinary post-pandemic rebound. MSCI's economics are equally exceptional, with operating margins regularly surpassing 50%, robust cash conversion exceeding 100% of earnings due to upfront client payments, and returns on invested capital among the highest in the industry, all supported by minimal capital and working capital requirements. Its Index franchise anchors the business, providing the foundation for persistent secular growth and an exceptionally resilient earnings profile. Capital allocation is a core differentiator: MSCI prioritizes organic investments to sustain product differentiation while selectively acquiring complementary assets in analytics, ESG, and private markets to unlock new profit pools. The firm's rigorously applied 'triple crown' framework—optimizing leverage, maintaining a 40–50% payout ratio, and opportunistic buybacks and partnerships—has yielded an IRR above 30% on nearly $7 billion of repurchases since 2012. This combination of pricing power, recurring revenues, and an owner-operator mindset positions MSCI for continued high-return expansion. At a five-year trough multiple of under 30x forward earnings, the stock appears attractively valued relative to its quality and durability, offering strong convexity in prospective returns. With its leading Index business, deep moat, and disciplined stewardship, MSCI is poised to compound shareholder value at double-digit rates for years to come. Previously we covered a bullish thesis on MSCI Inc. by Business Model Mastery in February 2025, which highlighted MSCI's dominance in global indexing through deep client lock-in, network effects, and leadership in custom solutions. The stock has depreciated ~7.6% due to market volatility, yet the thesis stands. Stock Analysis Compilation shares an identical view but emphasizes MSCI's unmatched profitability, steady growth, and disciplined capital allocation. MSCI Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 63 hedge fund portfolios held MSCI at the end of the first quarter which was 62 in the previous quarter. While we acknowledge the potential of MSCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
