MSCI Strengths, Domain Expertise, and Key Differentiators
MSCI specializes in analytics tools for investors as well as credit risk applications for corporates and financial clients. Its risk management offerings include BarraOne and RiskMetrics CreditManager, the latter of which was picked up as part of its acquisition of RiskMetrics. CreditManager allows users to calculate economic capital, facilitate risk-based pricing, credit scores and measure risk concentrations.
With over 45 years of expertise in research, data and technology, MSCI power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. They create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
MSCI Recent Developments
In February 2021, MSCI Inc. provider of investment decision support tools and services revealed the development of Investment Solutions as a Service for the global investment industry in collaboration with Microsoft Corp. The new service will allow institutional investors to use next-generation technologies, advanced analytics, and big data to help anticipate and address key strategic and investment challenges. The service will combine Microsoft’s Cloud and AI technologies with MSCI’s extensive data sets, analytical models, and deep expertise of the global investment industry to power next-generation investment decision making.
In July 2020, MSCI Inc. and Microsoft Corp. have formed a strategic alliance to accelerate innovation among the global investment industry. By bringing together the power of Microsoft’s cloud and AI technologies with MSCI’s global reach through its portfolio of investment decision support tools, the companies will unlock new innovations for the industry and enhance MSCI’s client experience among the world’s most sophisticated investors, including asset managers, asset owners, hedge funds and banks.
In February 2020, MSCI launched MSCI Climate Value-At-Risk (Climate VaR), the solution provides forward looking and return-based valuation assessments to measure the potential impact of climate change on company valuations. It also provides the means to identify assets that may be at risk from the worst effects resulting from climate change, while helping to identify innovative low carbon investment opportunities, through security specific modelling.
In June 2020, MSCI launched MSCI Real Estate Climate Value-at-Risk, which follows the launch of MSCI Climate Value-At-Risk. By calculating the financial risks from both changing legislation due to climate action (Transition Risk) and the extreme weather impacts caused by climate change (Physical Risk), per real estate asset and per scenario, MSCI Real Estate Climate Value-at-Risk provides a framework for investors - including investment managers, asset owners, banks and insurers - to improve portfolio performance, risk management, regulatory reporting and progress towards broader sustainability goals.
MSCI Mergers and Acquisitions (M&A) Activities
In September 2021, MSCI Inc. provider of critical decision support tools and services for the global investment community has completed its acquisition of global real estate data and analytics provider, Real Capital Analytics (“RCA”).
In September 2019, MSCI acquired data analytics firm Carbon Delta AG through its subsidiary MSCI Barra Sarl, riding on the wave of consolidation among climate risk data providers.
MSCI acquired Insignis Inc for data collection and aggregation service for the financial industry. Clients were looking to MSCI to help them address the evergrowing challenges of collecting, normalizing and reconciling complex data for performance and risk reporting. This acquisition is an example of how they are focused on improving the entire data value chain for clients - from data aggregation to delivery of accurate, high-quality analytics.
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 Barra Portfolio Manager, RiskMetrics customers.
MSCI Overview
Ownership: - NYSE:MSCI
Number of Employees: 4303
Functional Markets: Analytics and BI, ERP Services and Operations Management, TRM,
Key Verticals: Banking and Financial Services, Real Estate, Life Insurance, P&C Insurance, Specialty Insurance,
MSCI Key Enterprise and Cloud Applications
Barra Portfolio Manager, RiskMetrics
MSCI Revenues, $M:
| Type/Year | 2020 | 2021 | YoY Growth, % |
|---|---|---|---|
| Total Revenues, $M | Subscribe | Subscribe | Subscribe |
| Enterprise Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
| Cloud Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.
MSCI Revenue Breakdown By Type, $M:
| Type | License | Prof. Services | Hardware | Support & Maintenance | SaaS | PaaS | IaaS | Other (Non Enterprise Application Revenues) | Total |
|---|---|---|---|---|---|---|---|---|---|
| % of Total Revenues | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | 100% |
| Revenues, $M | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe |
MSCI Enterprise Applications Revenues By Functional Markets, $M:
MSCI Enterprise Applications Revenues By Verticals, $M:
MSCI Revenues By Region, $M
| Region | % of Total Revenues | 2021 Total Revenues, $M | 2021 Enterprise Applications Revenues, $M | 2021 Cloud Applications Revenues, $M |
|---|---|---|---|---|
| Americas | Subscribe | Subscribe | Subscribe | Subscribe |
| EMEA | Subscribe | Subscribe | Subscribe | Subscribe |
| APAC | Subscribe | Subscribe | Subscribe | Subscribe |
| Total | Subscribe | Subscribe | Subscribe | Subscribe |
MSCI Direct vs Indirect sales
| Region | Direct Sales | Indirect Sales | Total |
|---|---|---|---|
| Type % | Subscribe | Subscribe | Subscribe |
| Revenues, $M | Subscribe | Subscribe | Subscribe |
MSCI Customers - Breakdown by Geo, Size, Vertical and Product
List of Verified MSCI Customers
No. of MSCI Customers: 6300
No. of MSCI Enterprise Applications Customers: 6300
No. of MSCI Cloud Customers: x
No. of MSCI Cloud Subscribers: x
MSCI serves over 7,500 clients across 85 countries worldwide, asset owners, asset managers, financial intermediaries, and wealth managers. BlackRock, accounted for 11.5% of our total revenues.
MSCI Market Opportunities, M&A and Geo Expansions
In January 2020, MSCI invested $190 million in Burgiss for a significant minority interest. Burgiss’ offerings include private asset transparency and performance benchmark tools delivered through a unified portfolio management platform, including leading research-quality performance data covering close to 10,000 private asset funds around the world representing nearly $7 trillion of committed capital in private equity, private real estate, private debt, infrastructure and natural resource funds.
To provide greater transparency for clients, MSCI made ESG Ratings on over 2,800 companies in the MSCI ACWI Index publicly accessible in 2019.
MSCI Risks and Challenges
Following a series of acquisitions, MSCI has assembled an extensive portfolio of data, software and governance products. While all of them are designed to address different needs of institutional investors, some of the overlaps (such as BarraOne and RiskMetrics) are expected to continue since the vendor is more inclined to boost wallet share among its customers than losing out to rivals such as Standard & Poor's, which have been mixing its data services with software tools in order to make their offerings more valuable in the eyes of money managers.
The transformation of MSCI could take a while given the mixed results of its enlarged product portfolio in recent quarters.
MSCI Ecosystem, Partners, Resellers and SI
MSCI primarily sells direct with nearly 280 sales people and over 300 client support people worldwide. Significant milestones in 2019 also included new long-term agreements with key clients and strategic partners such as BlackRock, Intercontinental Exchange, Deutsche Börse and Charles River Development.
MSCI have branches or subsidiaries in the following locations: Australia, Brazil, Canada, China, England, France, Germany, Hong Kong, Hungary, India, Italy, Japan, Korea, Mexico, the Philippines, Singapore, South Africa, Sweden, Switzerland, Taiwan, United Arab Emirates and the U.S.
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:
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