MSCI, Inc.

MSCI, Inc.

MSCI, Inc.

Overview
Date Founded

1998

Headquarters

Newark, DE 19702

Type of Company

Public

Employees (Worldwide)

3,633

Industries

IT Consulting & Services
Investment Services & Portfolio Management

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
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Executives & Employees

Chairman of the Board & Chief Executive Officer

President & Chief Operating Officer

Executive Director, Index Department

Chief Financial Officer

Chief Financial Officer

General Counsel & Assistant Corporate Secretary

Chief Technology Officer & Head-Engineering

Chief Human Resources Officer

Head of APAC Client Coverage & Head of APAC Analytics

Head of Analytics

Board of Directors

Chairman of the Board & Chief Executive Officer at MSCI, Inc.

Future Vice President & Chief Investment Officer at The Rockefeller University (Effective 08/2021)

Global Head Research at Morgan Stanley Smith Barney LLC

Executive Partner at Bridge Growth Partners LLC

Former President & Co-Chief Operating Officer at NYSE Group, Inc.

President, Technology at Visa, Inc.

President, Director at Fidelity Investments Money Management, Inc.

Fund Advisor at Eaton Vance Management, Inc.

Chief Executive, Executive Director at Invensys Ltd.

Chief Investment Officer at Man Group PLC

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MSCI, Inc.
Owners & Shareholders
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FCC-IM is an active, research-driven manager that offers a broad spectrum of investment strategies across asset classes, styles and capitalization ranges. They provides extensive expertise in Canadian active and structured fixed income, Canadian and foreign equity, asset allocation and non-traditional investment solutions through a broad range of strategies and services. Independent bottom-up fundamental research is the cornerstone of the firm’s Canadian and foreign equity strategies while rigorous top-down fundamental research, independent of sell-side analysis and of credit rating agencies, is the cornerstone of their actively managed fixed income strategies, resulting in opinions that are independent of market views.

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BAMCO principally manages long-only investment strategies for capital appreciation with production of income incidental to that objective. 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

Polen Capital is a disciplined, bottom-up, concentrated equity investment manager. Their sole focus is high quality growth investments. They invest in companies with growing earnings driven by solid franchises, strong balance sheets, experienced management teams and leading products/services.

Recent Transactions
Details Hidden

MSCI, Inc. purchases The Burgiss Group LLC

Details Hidden

Investment Metrics LLC, Resurgens Technology Partners LLC purchase Investor Force, Inc. from MSCI, Inc.

Details Hidden

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

Insider Transactions
Details Hidden
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 Paul, Weiss, Rifkind, Wharton & Garrison LLP

Advisor

Former Chief Financial Officer & Executive Vice President at Moody's Corp.

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 following segments: Exchanges; Fixed Income and Data Services; and Mortgage Technology. 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 2020
Market Capitalization
$38.4B
Total Enterprise Value
$40B
Earnings Per Share
$7.12
Revenue
$1.7B
Net Profit
$602M
Three Year Compounded Annual Growth Rate Of Revenue
9.99%
Debt TEV
0.09x
TEVNet Income
66.43x
Enterprise Value EBITDAOperating
39.98x
Enterprise Value / Sales
23.58x
Total Equity
$-443M
Total Debt
$3.54B
EBITDAMargin
58.72%
EBITDA
$996M
Non-Profit Donations & Grants
$1 - $99
2019
$2,500 - $5,999
2019
$500K - $1M
2018
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.

Suppliers
PagerDuty, Inc. Internet Software & Services | San Francisco, CA

PagerDuty, Inc. operates a digital operations management platform. It provides incident management solution that integrates with information technology Ops and DevOps monitoring stacks to improve operational reliability and agility. The firm collect machine generated data from virtually any software-enabled system or device, combine it with human response data, correlating and interpreting this data to understand issues and opportunities that need to be addressed in real-time. The company was founded by Andrew Miklas, Baskar Puvanathasan, and Dan Alexandru Solomon in January 2009 and is headquartered in San Francisco, CA.

Royalty Pharma Plc Pharmaceuticals | New York, NY

Royalty Pharma Plc provides drug development services. The firm operates as a funder of innovation across the biopharmaceutical industry, collaborating with innovators from academic institutions, research hospitals and not-for-profits through small and mid-cap biotechnology companies to global pharmaceutical companies. Its portfolio includes royalties, including AbbVie and J&J’s Imbruvica, Astellas and Pfizer’s Xtandi, Biogen’s Tysabri, Gilead’s HIV franchise, Merck’s Januvia, Novartis’ Promacta, Vertex’s Kalydeco, Orkambi, Symdeko and Trikafta, and five development-stage product candidates. The company was founded by Pablo Gerardo Legorreta and Rory B. Riggs 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 a derivatives marketplace, which offers a range of futures and options products for risk management. Its exchanges offer a range of global benchmark products across all major asset classes based on interest rates, equity indexes, foreign exchange (FX), energy, agricultural commodities and metals. It offers futures and options on futures trading across asset classes through the CME Globex platform, fixed income trading via BrokerTec and FX trading on the EBS platform. In addition, it also operates CME Clearing, a central counterparty clearing provider. The company was founded in 1898 and is headquartered in Chicago, IL.

FactSet Research Systems, Inc. IT Consulting & Services - Norwalk, CT

FactSet Research Systems Inc. (the \"Company\" or \"FactSet\") is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (\"CTS\") and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (\"APIs\"). The Company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

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