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MSCI

Offers data, indexes, analytics for investments

Overview

MSCI provides data, indexes, analytics, and technology solutions for institutional investors, asset managers, and wealth managers across public and private markets. Its index products measure global markets, private asset data offers benchmarks and analytics for illiquid investments, and ESG data, models, and ratings help assess sustainability risk. Risk management and portfolio tools integrate analytics to support asset allocation and personalized portfolios, while research and partnerships broaden access to private market intelligence. The goal is to help clients make informed decisions, manage risk, and grow assets by delivering reliable data and practical tools in a single ecosystem.

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About MSCI

Simplify's Rating
Why MSCI is rated
B+
Rated A on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareFinancial Services

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

1969

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What believers are saying

  • MSCI completed First Street on August 3, 2026, expanding climate analytics immediately.
  • MSCI launched 14 AI value-chain indexes in late August 2026, capturing hedge demand.
  • Q2 2026 operating income rose 14.6% to $487.5 million, with 56.2% margins.

What critics are saying

  • Texas, Iowa, Nebraska, and West Virginia are attacking ESG-adjacent products, including MSCI’s ratings.
  • Solactive, Bloomberg, FTSE Russell, and S&P pressure pricing across indexes, analytics, and sustainability.
  • If sustainability demand weakens, MSCI’s 3.4% Q2 2026 growth slows fast.

What makes MSCI unique

  • MSCI’s indexes underpin over $21 trillion AUM, anchoring benchmark switching costs globally.
  • First Street acquisition adds property-level physical climate risk across 2.4 billion structures.
  • GICS co-ownership with S&P Dow Jones keeps MSCI embedded in market classification standards.

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Funding

Total Funding

$1.3B

Above

Industry Average

Funded Over

4 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison Coming Soon

Benefits

  • Flexible Work Hours

Stock Price

Growth & Insights and Company News

6 month growth

2%

1 year growth

2%

2 year growth

0%
Wealth Management
Oct 28th, 2026
Schwab offers credit to RIAs to prompt use of Claude AI enterprise plan.

Schwab offers credit to RIAs to prompt use of Claude AI enterprise plan. Schwab's AI lead said RIAs would receive a $4,800 credit if they sign up for the enterprise version of Claude for Financial Advisors, initially eliminating a cost restriction for smaller firms. Alex Ortolani, Senior Reporter, Wealth Management October 28, 2026 (L-R): Wealth.com's Tim White, Anthropic's Peter Nolan, Nevis' Mark Swan, Schwab's Alison Dooher and T3's Joel Bruckenstein Want a quick summary? Schwab has made its recently announced partnership with Claude for Financial Advisors available through its central platform for registered investment advisors as of Wednesday, while offering a $4,800 credit for its enterprise version with the goal of giving smaller advisors access, according to executives at its annual Schwab Impact conference in Boston. The new collaboration from artificial intelligence giant Anthropic gives RIAs that custody with Schwab the option to pay for a suite of AI connectors between the Schwab Advisor Center and their own tools to help automate research, meeting preparation and documentation tasks. RIAs can sign up for an enterprise license if they pay for a 20-seat minimum, or a smaller teams option, which requires RIAs to demonstrate they can meet certain security measures, said Alison Dooher, head of AI for Schwab Advisor Services. To offset that cost for smaller RIAs, Dooher told reporters at the conference that advisors who sign up by Nov. 30 will get a $4,800 credit, which is equal to a 12-month 20-seat minimum. "The intention of the credit is to really help smaller firms ensure that the cost to the 20 seats is kind of net neutral for them by way of credits on usage," she said. Various trade media outlets reported last week that, despite Schwab's initial announcement that Claude's offering would be available to all of its 17,000 advisors, there were cost restrictions for smaller RIAs, according to comments from Anthropic. During a media briefing, Dooher said there is advisor interest in both the enterprise and teams plans, but the firms are recommending the enterprise license. "We do mutually recommend with Anthropic that the enterprise, given the additional compliance and security features, is a really great and better option for advisors," Dooher said. Peter Nolan, Anthropic's head of asset and wealth management, made limited comments at the briefing due to the firm's recent filing of regulatory forms for an initial public offering. "Now you can add an intelligence layer on top of core client data," Nolan said of the product with Schwab. "The list of things that you can't do is probably much shorter than the list of things that you can do." He was present at Impact a day after Anthropic announced several other integrations with financial firms, including Conquest, FINNY, Invesco, MSCI and Jump. Dooher also noted, in response to a reporter's question, that Schwab would remain open to various AI partnerships, signaling that the deal with Claude and other vendors would not be exclusive. Along with Claude for Financial Advisors, Schwab announced that its advisor center would offer access to Wealth.com's Ester, an artificial intelligence-powered tax and estate planning tool. Jillian Altamura of Anthropic discusses the basis of Claude for Financial Advisors in front of a standing room-only crowd at the AI Lounge at Schwab Impact. Wealth.com co-founder and Chief Growth Officer Tim White said the tool would help advisors address tax and estate conversations that clients are increasingly calling for as a service, including uploading documents, creating a visual mapping of beneficiaries, and asking questions. A limited version of the service is available for free on the Schwab Advisor Center until February 2027, after which access will be broader and fee-based, according to a Schwab announcement. Schwab is a minority investor in Wealth.com, taking an undisclosed stake in April 2025. Schwab also noted that it made a minority investment and would provide advisors with access to Nevis, an artificial intelligence-powered back-office operating platform for wealth management. Nevis uses AI agents to handle work such as meeting preparation, client servicing and onboarding, routing it through the firm's tools, such as Schwab Advisor Center. Nevis and Schwab said their focus right now is on client onboarding. Over time, the goal will be to reduce the number of manual tasks performed by advisors or operations staff, according to Nevis CEO Mark Swan. Earlier this week, Nevis announced it had raised $70 million in a Series B funding round with investors including Schwab, bringing its total funding to $110 million. Senior Reporter, Wealth Management Alex Ortolani is a New York-based senior reporter with Wealth Management with a focus on deals, moves and trends in the registered investment advisor space. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.

Grafa
Oct 20th, 2026
MSCI Q3 revenue rockets 12.4% to $892 million

MSCI Q3 revenue rockets 12.4% to $892 million

Yahoo Finance
Oct 20th, 2026
MSCI beats forecasts as Q3 profit hits $351M on $892M revenue

MSCI Inc. reported third-quarter earnings of $351 million on Tuesday, or $4.86 per share. Adjusted for one-time gains and costs, earnings came to $5.11 per share. The New York-based maker of software tools for portfolio managers beat Wall Street expectations. Six analysts surveyed by Zacks Investment Research had expected earnings of $4.98 per share. Revenue was $892 million, also above forecasts. Five analysts had expected $880.6 million.

MarketScreener
Oct 14th, 2026
Marex: launches the first Institutional QIS indices on digital assets.

Marex: launches the first Institutional QIS indices on digital assets. Published on 10/14/2026 at 03:35 am EDT Marex has launched the first Institutional Quantitative Investment Strategies (QIS) indices on digital assets, with the introduction of its Marex Crypto Volatility Carry Indices. The indices form part of Marex's growing Institutional QIS offering and reflect the firm's broader focus on bridging traditional finance and digital assets. The first family comprises two indices, one focused on Bitcoin and the other on Ethereum. The strategies are designed to harvest the risk premium between implied and realised volatility through a systematic, rules-based approach. Walter Cegarra, Head of Institutional Solutions, Financial Products at Marex, said: "Working together with our Structuring, Quant and Trading teams, we have applied the same R&D and implementation rigor which defines Institutional QIS to the crypto asset class. This resulted in bringing a brand new and diversifying risk premia to the traditional institutional and the crypto native investor communities". Bringing Institutional QIS to digital assets QIS have traditionally provided institutional investors with systematic access to risk premia across established asset classes. The Marex Crypto Volatility Carry Indices extend this framework to digital assets, bringing a new source of risk premia to both traditional institutional investors and crypto-native allocators. The strategies draw on Marex's capabilities across structuring, quantitative research, trading and market access, with the wider Institutional QIS offering focused on areas where the business has specialist expertise. Institutional market infrastructure For the Crypto Volatility Carry Indices, Marex uses listed options and perpetual futures directly on Bitcoin and Ethereum available through Coinbase. Marex selected the exchange for its institutional-grade infrastructure, liquidity and ability to support risk management of the indices on a 24/7 basis. Liz Martin, Head of Coinbase Institutional at Coinbase, said: "We are very happy to be powering Marex's innovative QIS offering and help bring QIS to crypto natives and digital assets to traditional institutional investors, through Marex as a counterparty..." Marex has also selected MSCI, through Compass Financial Technologies, as the independent index calculation agent and index administrator. Compass brings experience in implementing, calculating and publishing indices within a regulated framework, providing independent calculation support for the Marex Crypto Volatility Carry Indices. Guillaume Le Fur, Managing Director, Index, at MSCI, added: "Building on our long history in the QIS space and our previous work with Marex, we are proud to be bringing the rigour of a benchmark administrator to this innovative offering." The indices form part of Marex's wider Institutional QIS offering, focused on asset classes and risk premia where its market access and specialist capabilities can support the development of systematic investment strategies. Interested in exploring our Institutional QIS offering? Let's talk. This communication is for information purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any product. The indices referenced are not available to retail investors. Investing in products linked to the QIS indices carries risk, including risk of loss, depending on product's structure. This is a marketing communication. Read our disclaimers Attachments * Original document * Permalink Disclaimer Marex Group Ltd. published this content on October 14, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on October 14, 2026 at 07:34 UTC. (C) Publicnow - 2026

Yahoo Finance
Oct 13th, 2026
MSCI, ICG and GCM Grosvenor: three inflation-protection stocks worth $41.3B, $6.2B and $2.7B

Inflation worries, heavy government borrowing and higher real interest rates are changing how money managers protect purchasing power. A Simply Wall St screen highlights three stocks tied to inflation protection and real returns. GCM Grosvenor, a US alternative asset manager, earns about $567 million from asset management and has a market cap of $2.7 billion. It builds hedge fund, private equity, credit and real asset portfolios. London-based ICG reports £897.7 million from its Fund Management Company arm. Its market cap is £4.9 billion, and its private credit and real asset strategies target investors seeking real returns. MSCI, based in New York, supplies indices and analytics that inflation-linked funds rely on. It generates about $1.9 billion from Index and has a market cap of $41.3 billion.

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