MSCI Inc. (MSCI) Bundle
A Brief History of MSCI Inc. (MSCI)
Company Overview
MSCI Inc. is a global financial services company headquartered in New York City. As of 2024, the company is traded on the New York Stock Exchange under the ticker symbol MSCI.
Financial Performance
| Financial Metric | 2023 Value |
|---|---|
| Annual Revenue | $2.38 billion |
| Net Income | $718 million |
| Market Capitalization | $35.6 billion |
Key Business Segments
- Index Management
- Analytics
- ESG Solutions
- Real Estate
Global Presence
MSCI operates in 26 countries with approximately 3,400 employees worldwide.
Stock Performance
| Year | Stock Price Range |
|---|---|
| 2023 | $435 - $595 |
Index Offerings
MSCI manages over 220,000 indices covering multiple asset classes and investment universes.
Client Base
- 1,500+ institutional investors
- 90+ countries served
- Over 13,000 clients globally
Who Owns MSCI Inc. (MSCI)
Major Institutional Shareholders
| Shareholder | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 14,689,812 | 14.52% |
| BlackRock Inc. | 10,712,142 | 10.59% |
| Capital World Investors | 8,229,405 | 8.13% |
| State Street Corporation | 6,726,308 | 6.65% |
Top Individual Shareholders
- Henry A. Fernandez (Chairman and CEO): 1,299,997 shares
- Linda H. Strumwasser (Independent Director): 39,319 shares
- Robert G. Ashe III (Independent Director): 33,323 shares
Ownership Structure
MSCI Inc. is a publicly traded company listed on the New York Stock Exchange (NYSE) under the ticker symbol MSCI. As of Q4 2023, the company has 101,120,000 outstanding shares.
Institutional Ownership Breakdown
| Investor Type | Percentage |
|---|---|
| Institutional Investors | 87.45% |
| Retail Investors | 12.55% |
Global Ownership Distribution
- United States: 76.3%
- United Kingdom: 5.7%
- Canada: 4.2%
- Other International: 13.8%
MSCI Inc. (MSCI) Mission Statement
Company Overview
MSCI Inc. is a global financial services company headquartered in New York City, with revenue of $2.214 billion in 2022. The company provides investment decision support tools, including indexes, portfolio risk management software, and ESG research.
Core Business Segments
| Segment | 2022 Revenue | Market Share |
|---|---|---|
| Index | $1.049 billion | 47.4% |
| Analytics | $628 million | 28.4% |
| ESG | $537 million | 24.2% |
Strategic Focus Areas
- Providing global investment research and analytics
- Developing sophisticated risk management solutions
- Expanding ESG research capabilities
Financial Performance
As of Q3 2023, MSCI reported:
- Net income: $267 million
- Operating margin: 59.2%
- Earnings per share: $2.42
Global Presence
| Region | Offices | Revenue Contribution |
|---|---|---|
| North America | 12 | 52.3% |
| Europe | 8 | 27.6% |
| Asia-Pacific | 6 | 20.1% |
Market Position
MSCI manages over 222,000 indexes and serves 99% of global institutional investors as of 2023.
How MSCI Inc. (MSCI) Works
Company Overview
MSCI Inc. is a global financial services company headquartered in New York City. As of 2024, the company has a market capitalization of $39.8 billion and employs approximately 8,700 people worldwide.
Financial Performance
| Financial Metric | 2023 Value |
|---|---|
| Total Revenue | $2.4 billion |
| Net Income | $748 million |
| Operating Margin | 42.3% |
Core Business Segments
- Index Products: Develops and maintains over 220,000 indexes across multiple asset classes
- Analytics: Provides risk management and performance analytics to financial institutions
- ESG Solutions: Offers environmental, social, and governance research and ratings
Global Reach
MSCI serves clients in approximately 85 countries, with key markets including:
| Region | Client Percentage |
|---|---|
| North America | 45% |
| Europe | 30% |
| Asia-Pacific | 20% |
| Rest of World | 5% |
Product Offerings
- Index Licensing
- Portfolio Risk Management Tools
- Climate Risk Modeling
- ESG Ratings and Research
Technology Infrastructure
Annual technology investment: $350 million
Number of data centers: 6 global locations
Client Base
Total institutional clients: Over 7,500 financial institutions
Asset value tracked by MSCI indexes: $15.5 trillion
How MSCI Inc. (MSCI) Makes Money
Revenue Streams
MSCI Inc. generates revenue through four primary business segments:
| Segment | 2023 Revenue | Percentage of Total Revenue |
|---|---|---|
| Index | $1.49 billion | 43.8% |
| Analytics | $1.26 billion | 37.0% |
| ESG | $404 million | 11.9% |
| Real Assets | $240 million | 7.3% |
Index Business
MSCI generates index-related revenue through:
- Licensing fees for index usage
- Subscription fees for index data
- Exchange-traded fund (ETF) linked to MSCI indexes
Analytics Business
MSCI Analytics segment revenue sources:
- Risk management solutions
- Portfolio analytics subscriptions
- Consulting services
Financial Performance
| Financial Metric | 2023 Value |
|---|---|
| Total Revenue | $3.4 billion |
| Net Income | $1.02 billion |
| Gross Margin | 75.4% |
Subscription Model
85% of MSCI's revenue is recurring through subscription-based services.
Global Client Base
MSCI serves 9,600+ institutional clients across 85 countries.
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