MSCI, Inc.

MSCI, Inc.

MSCI, Inc.

Overview
Date Founded

1998

Headquarters

7 WORLD TRADE CENTER, 250 GREENWICH STREET, NEW YORK, NY, 10007

Type of Company

Public

Employees (Worldwide)

3,112

Industries

Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

MSCI is a leading provider of investment decision support tools to around 7,500 clients worldwide, ranging from large pension plans to boutique hedge funds. We offer a range of products and services - including indices, portfolio risk and performance analytics, and governance tools - from a number of internationally recognized brands such as Barra, RiskMetrics, IPD and ISS. Located in 22 countries around the world, and, with over 2,700 employees, MSCI is dedicated to supporting the increasingly complex needs of the investment community with groundbreaking new products, high quality data, superior distribution and dedicated client support. Since the MSCI indices were launched over 40 years ago, the company has grown both organically and through acquisition to become one of the world’s leading players in the provision of products and services to institutional investors.

Website
Contact Data
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Executives & Employees

Chairman, Chief Executive Officer & Director

President

Executive Director, Index Department

Chief Financial Officer & Treasurer

Chief Operating Officer

Managing Director & General Counsel

Chief Marketing Officer

Chief Technology Officer & Head-Engineering

Chief Strategy Officer

Managing Director

Board of Directors

Chairman, Chief Executive Officer & Director at MSCI, Inc.

Co-Founder at Siguler Guff & Co. LP

Executive Fellow at Mistral Venture Partners

Professional at QTS Realty Trust, Inc.

Professional at MSCI, Inc.

Chief Executive, Executive Director at Invensys Ltd.

Fund Advisor at Eaton Vance Management, Inc.

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MSCI, Inc.
Owners & Shareholders
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FCC-IM offers specialized and balanced mandates for pension funds of large Canadian corporations, endowments, foundations, religious organizations, charitable organizations and major municipality and university funds. The firm's institutional investment strategies include: fixed-income, Canadian equity, Liability-driven investing (LDI), non-traditional, asset allocation and ethical and ESG strategies. Their institutional fixed-income strategies include: money market, active universe, active long-term, active short-term municipal, infrastructure bonds, infrastructure debt, tactical, integrated universe, integrated short-term, integrated short/mid-term, corporate bonds, preferred shares, high yield bonds, and global. FCC-IM's Canadian equity strategies include: growth, core, small-cap, small cap core, high income equity, and Selexia. They offer US, international, global, global focus and all-country foreign equity strategies. Their non-traditional strategies include North American market neutral, long/short, short-term currency and bonds, arbitrage, diversified lending, infrastructure, real estate, multi-strategy income, and income opportunities. The firm also offers balanced, balanced core, balanced integrated, mandates and the EFT (Endowment, Foundation and Trust) Fund. Their ethical and ESG strategies include: active fixed income, Canadian equity value, US equity, global, and the EFT (Endowment, Foundation and Trust) Fund.

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BAMCO's investment strategy is to invest in growth businesses for capital appreciation potential. Each portfolio manager's ability to choose appropriate investments for an account has a significant impact on their ability to achieve an account's investment objective. The firm's investment professionals are focused on fundamental analyses of businesses. Their primary objective is to understand the key drivers of growth and profitability of each company in which they invest. They analyze the following financial information: income statement, cash flow statement, balance sheet, turnover and ROE metrics, unit economics, and other company-specific data. This information is filtered through their valuation models, which they use to extrapolate long-term trends. They have meetings with the management which is a critical element of the firm's research process.

Details Hidden

DSM employs a bottom-up, growth stock selection process with an intermediate to long-term investment horizon. They combine fundamental research with a valuation methodology designed to reduce risk and enhance long-term returns. The firm seeks to invest in growing businesses with attractive returns, solid business fundamentals, and intelligent management. DSM typically provides advisory services pursuant to model investment strategies. These strategies include: the US Large Cap Growth Strategy, the Global Growth Strategy, the Global Growth & Income Strategy, the Focus Strategy, the Global Focus Strategy and the International Strategy. Clients can invest in these model investment strategies through separately managed accounts, sub-advisory relationships, pooled investment vehicles, and wrap-fee programs. DSM's investment philosophy is based on the belief that high-quality companies that consistently grow their earnings, as long as their shares are purchased at reasonable valuations, should produce attractive returns over time. Their decision-making process utilizes both a fundamental and a valuation analysis to evaluate investment opportunities. The firm's team of investment professionals implements the same intensive research approach and valuation discipline regardless of the company's geography, industry or market cap. DSM's team carries out three components for each company: fundamental research, development of a detailed earnings model and the component that involves setting a target P/E.

Recent Transactions
Details Hidden

Vector Capital Management LP, Allegro Development Corp., Cerium Technology LLC purchase Financial Engineering Associates, Inc. from MSCI, Inc.

Details Hidden

MSCI, Inc., CFRA purchase S&P Global Market Intelligence /Equity & Fund Research Bus from S&P Global, Inc.

Details Hidden

Jones Lang LaSalle purchases Msci, Inc. /Global Benchmarking Bus from MSCI, Inc.

Transaction Advisors
Legal Advisor

Advised onMSCI, Inc. purchases Riskmetrics Group LLC from Spectrum Equity Management LP, General Atlantic LLC, TCMI, Inc.

Auditor

Advised onMSCI, Inc. issued USD Common Stock

Underwriter

Advised onMSCI, Inc. issued USD Common Stock

Legal Advisor

Advised onMSCI, Inc. purchases Riskmetrics Group LLC from Spectrum Equity Management LP, General Atlantic LLC, TCMI, Inc.

Legal Advisor

Advised onMSCI, Inc. purchases Riskmetrics Group LLC from Spectrum Equity Management LP, General Atlantic LLC, TCMI, Inc.

Legal Advisor

Advised onMSCI, Inc., MSCI Ltd. purchase MSCI Real Estate from Newcastle Technopole Ltd.

Advisors & Consultants
Legal Advisor

Partner at Davis Polk & Wardwell LLP

Legal Advisor

Partner at Davis Polk & Wardwell LLP

Legal Advisor

Partner at Davis Polk & Wardwell LLP

Clients

BlackRock is trusted to manage more money than any other investment firm. Their business is investing on behalf of their clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to them. They are passionate about their work and intensely focused on performing at the highest levels. To get there, they strive to out-think and out-work competitors and find the best balance of risk and return across all investment styles on behalf of their clients.

Intercontinental Exchange, Inc. engages in the management of online marketplace. It operates through the Trading and Clearing; and Data and Listings segments. The Trading and Clearing segment offers transaction-based executions and clearing activities. The Data and Listings segment includes securities and subscription-based data services. The company was founded by Jeffrey C. Sprecher in May 2000 and is headquartered in Atlanta, GA.

Chicago Board Options Exchange (CBOE), the largest U.S. options exchange and creator of listed options, continues to set the bar for options trading through product innovation, trading technology and investor education. CBOE offers equity, index and ETF options, including proprietary products, such as S&P 500 options (SPX), the most active U.S. index option, and options on the CBOE Volatility Index (VIX), the world's barometer for market volatility. Other groundbreaking products engineered by CBOE include equity options, security index options, LEAPS options, FLEX options, and benchmark products, such as the CBOE S&P 500 BuyWrite Index (BXM). CBOE's Hybrid Trading System incorporates electronic and open outcry trading. CBOE's Hybrid includes CBOEdirect, a proprietary, state-of-the-art electronic platform that also supports the CBOE Futures Exchange (CFE), CBOE Stock Exchange (CBSX) and OneChicago. CBOE is home to the world-renowned Options Institute and CBOE.com, named "Best of the Web" for options information and education

Key Stats and Financials As of 2018
Market Capitalization
$19.1B
Total Enterprise Value
$14.9B
Earnings Per Share
$5.66
Revenue
$1.43B
EBITDAMargin
53.87%
Total Debt
$2.58B
EBITDA
$772M
Net Profit
$508M
Enterprise Value Sales
10.39x
Enterprise Value EBITDAOperating
19.28x
TEVNet Income
29.33x
Debt TEV
0.17x
Total Equity
$-166M
Three Year Compounded Annual Growth Rate Of Revenue
10.08%
Five Year Compounded Annual Growth Rate Of Revenue
6.72%
Investments
Details Hidden

Alacra, Inc. develops workflow applications for financial institutions and professional service firms. Its products include business research services which offer custom analysis and research reports by request. The firm's compliance services which help clients reduce the cost of effective compliance with KYC/AML requirements. The company was founded by Steven Goldstein and Michael Angle in 1996 and is headquartered in New York, NY.

Competitors
BlackRock, Inc. Investment Services & Portfolio Management - New York, NY

BlackRock is trusted to manage more money than any other investment firm. Their business is investing on behalf of their clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to them. They are passionate about their work and intensely focused on performing at the highest levels. To get there, they strive to out-think and out-work competitors and find the best balance of risk and return across all investment styles on behalf of their clients.

CME Group, Inc. Securities & Commodities Exchanges

CME Group, Inc. operates as a security and commodity exchange company. It provides the risk management and investment needs of customers around the globe. The company offers a wide range of products across various asset classes based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities, metals, weather and real estate. CME Group brings buyers and sellers together through its CME Globex electronic trading platform across the globe and its open outcry trading facilities in Chicago and New York City. The company also provides clearing and settlement services for exchange-traded contracts, as well as for cleared over-the-counter derivatives transactions. It also offers market data services-including live quotes, delayed quotes, market reports and a comprehensive historical data service and has expanded into the index services business through CME Group Index Services. CME Group was founded in 1898 and is headquartered in Chicago, IL.

The Goldman Sachs Group, Inc. Investment Banking & Brokerage - New York, New York

Goldman Sachs Group, Inc. engages in global investment banking, securities, and investment management, which provides financial services. It operates through the following business segments: Investment Banking, Institutional Client Services, Investing and Lending, and Investment Management. The Investment Banking segment gives financial advisory services and help companies raise capital. The Institutional Client Services segment serves clients who come to buy and sell financial products, raise funding, and manage risk. The Investing and Lending segment includes investing and relationship lending activities; and making investment. The Investment Management segment involves in investment and wealth advisory services. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

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