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MSCI
MSCI (MSCI) investor relations material
MSCI UBS Financial Services Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Financial Services Conference 2026 summary9 Feb, 2026
Strategic positioning and growth outlook
Positioned as a core provider of intellectual infrastructure for investment strategies, benefiting from global growth in investable assets and increasing demand for multi-asset analytics and custom indexing.
Achieved strong long-term growth: 13% revenue CAGR, 15% Adjusted EBITDA CAGR, and 16% Adjusted EPS CAGR since IPO, with recent momentum in Q4 showing 11% revenue growth and 13% Adjusted EBITDA growth.
Growth is driven by innovations, new product releases, and increased adoption across diverse client segments, including hedge funds, trading firms, asset owners, and wealth managers.
Retention rates are high, especially among clients using multiple products, supported by ongoing product enhancements and strategic account management.
Pricing power remains strong, with steady contributions from price increases due to enhanced client value and service improvements.
Business segment performance and opportunities
Index business shows strong momentum with 9.4% subscription run rate growth in Q4, driven by demand from trading firms, wealth organizations, and asset owners, with custom indexing and ETFs as key growth areas.
Analytics segment maintains solid growth, fueled by double-digit gains in equity analytics and increasing adoption of risk models by both hedge funds and traditional asset managers.
Sustainability and climate business faces muted demand in the Americas but sees growth in physical risk and AI-enabled insights, with market share gains as clients consolidate providers.
Private assets and real estate segments are early in their growth journey; real estate faces cyclical headwinds, while PCS growth has rebounded to 15%, supported by enhanced product offerings and international expansion.
Technology, AI, and operational efficiency
AI adoption is driving significant cost efficiencies, especially in data sourcing for private markets, and enabling rapid expansion of new product capabilities such as private credit transparency.
AI-enabled tools are improving client efficiency, supporting $10 million in sales in 2025, and facilitating the development of custom indexes and portfolio solutions.
The company is leveraging its ecosystem and data to deliver integrated portfolio solutions, with AI unlocking new opportunities across client segments.
Detail AI's near-term revenue generation?
What's the 2026 outlook for sustainability growth?
What drives PCS growth acceleration in 2026?
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Next MSCI earnings date
47th Annual Raymond James Institutional Investor Conference3 Mar, 2026
MSCI
Next MSCI earnings date
47th Annual Raymond James Institutional Investor Conference3 Mar, 2026
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Frequently asked questions
Investment Information Tools
MSCI, an acronym for Morgan Stanley Capital International, is a provider of critical information tools for the global investment community. Founded in the late 1960s, MSCI has evolved into a company offering tools and services to institutional and retail investors worldwide, including indices, portfolio risk, performance analytics, and ESG research. Their flagship product, the MSCI indices, are among the most widely referenced in the world for investors seeking to gauge market performance in various regions, countries, and asset classes. As financial markets have become more sophisticated and interconnected, MSCI's role in providing accurate benchmarks and analytical tools has become even more vital. Through its extensive offerings, MSCI empowers investors, institutions, and other stakeholders with actionable insights for global markets.
Founding and Morgan Stanley’s Divestment
MSCI, originally known as Morgan Stanley Capital International, began as a subsidiary of Morgan Stanley, the renowned global financial services firm. MSCI was co-founded with Capital Group to provide equity indices for global markets, aiding investors in understanding and measuring market performances. Over the years, while the "Morgan Stanley" prefix in its name indicates its historical ties, MSCI has become an independent entity. In 2007, MSCI became fully independent when Morgan Stanley divested its remaining interest, culminating in an initial public offering (IPO). Today, although they share historical roots, MSCI and Morgan Stanley operate as separate, publicly-traded entities with distinct focuses and offerings.
The Indices
MSCI is globally recognized for its indices, which serve as key benchmarks for the investment community. MSCI's indices encompass a broad spectrum, capturing large-, mid-, and small-cap stocks across developed, emerging, and frontier markets. The MSCI World Index and the MSCI Emerging Markets Index are among its most prominent offerings, used by institutional investors worldwide to gauge global equity market performance and guide asset allocation decisions. MSCI's commitment to robust research and methodology has bolstered its reputation, making its indices an essential tool for investors. By providing insights into global market trends and sector movements, MSCI's indices offer a comprehensive snapshot, assisting in investment strategy formulation and risk management. One of the most notable peers to MSCI is Standard & Poors.
Other Services
Beyond its well-known indices, MSCI offers a suite of tools and services designed for the global investment community. This includes analytics software that aids investors in risk management and portfolio optimization. They also offer ESG (Environmental, Social, and Governance) research and ratings, which enables investors to make more informed decisions in line with sustainability objectives. Furthermore, MSCI provides real estate performance analysis, giving a multi-dimensional perspective to investors and enabling holistic portfolio management across various asset classes.
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