MSCI Named Top-Tier Software Vendor by APPS RUN THE WORLD in the APPS and CLOUD TOP 500 Market Report

MSCI Strengths, Domain Expertise, and Key Differentiators

MSCI is a provider of essential decision support tools and services tailored for the global investment community. With a legacy spanning over 50 years, the company offers expertise in research, data, and technology, empowering clients to make informed investment decisions. By facilitating a deeper understanding and analysis of the critical drivers of risk and return, MSCI empowers clients to construct more effective portfolios with confidence. MSCI develops cutting-edge research-enhanced solutions, which clients utilize to gain valuable insights and enhance transparency throughout the investment process.

MSCI Recent Developments

In its ongoing commitment to enhancing the client experience through technology and continuous innovation, MSCI has forged a strategic partnership with Google Cloud. Together, they aim to develop a cloud-native investment data acquisition and development platform, geared towards delivering data, insights, and solutions to facilitate more effective and rapid investment decision-making processes. This platform, built entirely on Google Cloud, will enable MSCI to create solutions tailored to better serve its diverse client base, including asset managers, asset owners, banks, corporates, insurers, and wealth managers.

MSCI's utilization of Google Cloud's advanced technologies, such as artificial intelligence (AI) and natural language processing (NLP), alongside sophisticated analytics tools like BigQuery, VertexAI, and Document AI, is intended to facilitate the acquisition, ingestion, and processing of both structured and unstructured data at an unprecedented scale and speed. By ensuring consistency in data acquisition, MSCI aims to enhance the innovation of its suite of solutions and expedite insights generation.

Furthermore, Google Cloud will provide MSCI with geospatial analytics capabilities, including tools such as Earth Engine and BigQuery Geospatial, to quantify physical and transition climate risk metrics across various securities, geographies, and markets. Integrating geospatial data into MSCI's products and solutions will enable investors to model climate risks by location with greater accuracy and efficiency. This enhanced capability will lead to more informed analysis, forecasting, and decision-making processes regarding climate-related risks and opportunities.

MSCI Mergers and Acquisitions (M&A) Activities

In February 2024, MSCI completed the acquisition of Foxberry, a London-based provider of front-office index technology for investors. Established in 2014, Foxberry is committed to developing and delivering investment solutions powered by technology, tailored to specific criteria, and aimed at enhancing value for end-users. Central to Foxberry's offerings is the foxf9 platform, a comprehensive index and analytics platform engineered to address intricate index construction and risk-modeling challenges. This platform emphasizes index and strategy creation through extensive customization, robust back-testing and simulation capabilities, integration of sustainability criteria, and comprehensive reporting functionalities. The strategic integration of Foxberry and its foxf9 indexing and analytics toolset will fortify MSCI's existing suite of index customization solutions. This integration will enable MSCI to offer a new client-centric, interactive experience, expanding its capacity to provide client ideation through simulation and analysis while introducing new features pertinent to a diverse range of investors.

In October 2023, the Company completed the acquisition of the remaining 66.4% interest in Burgiss. Burgiss offers a suite of tools designed to assist private assets investors in key workflows, including the evaluation of operational performance of underlying portfolio companies, risk management, and other activities supporting private capital investing. This acquisition further strengthened their existing capabilities across real assets, following their acquisition of Real Capital Analytics ("RCA") in 2021. Subsequently, by the end of the year on December 31, 2023, MSCI rebranded the Burgiss operating segment to Private Capital Solutions. Additionally, in 2023, the company finalized the acquisition of Trove Research Ltd ("Trove"), a provider of intelligence on carbon markets. This strategic move is anticipated to enhance MSCI's ability to provide comprehensive data and analysis on voluntary carbon markets, thus amplifying its expertise in this domain. As of December 31, 2023, recent acquisitions brought approximately 1,000 clients of which approximately 600 clients were not previous clients of MSCI.

MSCI Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying MSCI applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of MSCI and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified MSCI ONE, Barra Portfolio Manager, MSCI RiskMetrics HedgePlatform customers.

MSCI Key Enterprise and Cloud Applications

MSCI ONE, Barra Portfolio Manager, MSCI RiskMetrics HedgePlatform

MSCI Revenues, $M:

MSCI Revenue Breakdown By Type, $M:

MSCI Enterprise Applications Revenues By Functional Markets, $M:

MSCI Enterprise Applications Revenues By Verticals, $M:

MSCI Revenues By Region, $M

MSCI Direct vs Indirect sales

MSCI Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified MSCI Customers

No. of MSCI Customers: 7000

No. of MSCI Enterprise Applications Customers: x

No. of MSCI Cloud Customers: x

No. of MSCI Cloud Subscribers: x

MSCI serves over 7000 clients across 95 countries worldwide, asset owners, asset managers, financial intermediaries, and wealth managers.

MSCI Market Opportunities, M&A and Geo Expansions

In early 2024, MSCI finalized its acquisition of Fabric, a wealth technology platform specializing in portfolio design, customization, and analytics for wealth managers and advisors. There exists a notable demand among wealth managers and advisors for institutional-quality capabilities that facilitate the creation of personalized client portfolios at scale, while also keeping abreast of evolving trends, risks, and opportunities, including those related to sustainability and climate considerations. The integration of MSCI’s comprehensive total-portfolio toolkit with Fabric’s rules-based portfolio construction capabilities will enable wealth managers and advisors to streamline their investment activities. Moreover, it will foster a collaborative experience, facilitate reporting, and provide real-time delivery of insights, thereby enhancing their ability to serve clients effectively and contribute to greater transparency within the markets.

MSCI Risks and Challenges

Integration of the latest acquisitions and multiple product suites under one umbrella will be a challenge for MSCI.

MSCI Ecosystem, Partners, Resellers and SI

Mostly direct sales

MSCI Cloud Infrastructure Insights

Subscribe to read more about:

• MSCI Public Cloud and Infrastructure (IaaS)
• MSCI Platform (PaaS)
• MSCI Application Delivery
• MSCI Private Cloud and Data Centers

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link: