Mission Statement, Vision, & Core Values of MSCI Inc. (MSCI)

Are you curious about what drives a leading provider of investment decision support tools? MSCI Inc.'s mission, vision, and core values shape its approach to the global investment community. But how do these principles translate into tangible actions and results, especially when the company is committed to the future sustainability and transparency of the financial markets?

MSCI's mission is to create innovative products and services that allow their clients to make more informed investment decisions, providing investors with critical performance measurement and risk management data and analytics. The company's core values include being completely client-centric, relentlessly innovative, and acting with integrity. How do these values influence MSCI's daily operations and long-term strategies, and what impact do they have on the broader financial ecosystem?

MSCI is inspired by its purpose to power better investment decisions. By engaging in meaningful work that delivers innovative research and solutions, the company helps create sustainable value for investors and colleagues. With 100% of MSCI employees believing that their department KPIs and OKRs are clear, how does this alignment contribute to the company's overall success and its ability to meet the evolving needs of its clients?

MSCI Inc. (MSCI) An Overview of

MSCI Inc. stands as a pivotal force in the investment landscape, offering a suite of decision support tools. These include indexes, data, model analytics, and ESG and climate products. Serving a global clientele, MSCI's offerings empower investors to build more effective portfolios and navigate the financial markets with greater clarity. The company has a long history, that is published in this link: MSCI Inc. (MSCI): History, Ownership, Mission, How It Works & Makes Money.

MSCI's influence extends globally, serving a diverse range of clients, including:

• Asset managers
• Hedge funds
• Pension funds

These clients rely on MSCI's tools to make informed investment decisions.

In 2024, MSCI reported strong financial results. The company's revenue reached a record high, driven by increased demand for its index and analytics products. A significant portion of this revenue came from subscriptions, highlighting the recurring nature of MSCI's business model. MSCI’s success is underpinned by its commitment to innovation and client service.

MSCI's core offerings include:

• Indexes: A wide array of equity, fixed income, and multi-asset indexes.
• Analytics: Risk management and portfolio construction tools.
• ESG and Climate Products: Solutions for integrating environmental, social, and governance factors into investment strategies.

MSCI's role as a leading provider of investment decision support tools is firmly established. Its strong financial performance and commitment to innovation position it as a key player in the global financial industry. To understand the reasons of MSCI's success, continue reading to learn more about the company's mission, vision, and core values.

MSCI Inc. (MSCI) Mission Statement

The mission statement of is 'To power better investment decisions.' This concise statement encapsulates the company's dedication to providing the tools and insights necessary for investors to make well-informed choices. MSCI's mission highlights its role as a facilitator in the investment process, emphasizing the delivery of high-quality data, analytics, and services.

MSCI's mission statement is comprised of three core components:

• Power: This signifies MSCI's commitment to equipping investors with robust and reliable resources.
• Better: This reflects the company's focus on enhancing the quality and effectiveness of investment decisions.
• Investment Decisions: This specifies the target area where MSCI aims to make a significant impact.

Powering Investment Decisions

The first core component, 'Power,' underscores MSCI's role in providing strength and capability to investment processes. This involves offering a comprehensive suite of tools, data, and analytics that enable investors to navigate the complexities of the financial markets. MSCI empowers investors by:

• Delivering comprehensive data: MSCI provides extensive data sets covering various asset classes, geographies, and sectors.
• Offering advanced analytics: The company's analytical tools help investors assess risk, evaluate performance, and identify opportunities.
• Creating innovative solutions: MSCI continuously develops new products and services to meet the evolving needs of the investment community.

For example, MSCI's ESG (Environmental, Social, and Governance) ratings provide investors with insights into the sustainability and ethical impact of companies, empowering them to make socially responsible investment decisions. As of 2024, over 2,500 institutional investors worldwide use MSCI ESG data and tools to inform their investment strategies.

Enhancing the Quality of Investment Decisions

The second core component, 'Better,' emphasizes MSCI's commitment to improving the quality and effectiveness of investment decisions. This involves enhancing accuracy, reducing biases, and promoting informed decision-making. MSCI contributes to better investment decisions by:

• Promoting transparency: MSCI's methodologies and data are transparent, allowing investors to understand the basis of their analysis.
• Ensuring accuracy: The company maintains rigorous quality control processes to ensure the accuracy and reliability of its data.
• Reducing biases: MSCI's research and analytics help investors identify and mitigate potential biases in their decision-making processes.

In 2024, MSCI dedicated over 40% of its operating expenses to research and development, ensuring the continuous improvement of its products and services. This investment reflects the company's dedication to providing cutting-edge solutions that enhance the quality of investment decisions.

Focusing on Investment Decisions

The third core component, 'Investment Decisions,' specifies the target area where MSCI aims to make a significant impact. This involves providing solutions that directly support the decision-making processes of investors across various asset classes and strategies. MSCI focuses on investment decisions by:

• Serving a diverse range of clients: MSCI serves institutional investors, asset managers, wealth managers, and other financial professionals globally.
• Offering solutions for various asset classes: The company's products and services cover equities, fixed income, real estate, and other asset classes.
• Supporting different investment strategies: MSCI provides tools and data for active, passive, and alternative investment strategies.

As of December 31, 2024, MSCI's products and services were used to benchmark over $17 trillion in assets under management globally. This widespread adoption underscores the company's significance in supporting investment decisions across the financial industry.

To gain more insights into the investors and their motivations, check out: Exploring MSCI Inc. (MSCI) Investor Profile: Who’s Buying and Why?

MSCI Inc. (MSCI) Vision Statement of

MSCI's mission is to power stronger investment decisions. This is achieved through research-based indexes, analytics, data, and tools for the global investment community. The company aims to provide clarity and insights into complex investment processes, helping clients understand and navigate the financial landscape effectively. MSCI's commitment extends to driving long-term investment performance and fostering a more sustainable and prosperous future. For more information, you can explore MSCI Inc. (MSCI): History, Ownership, Mission, How It Works & Makes Money.

MSCI emphasizes its research-based indexes as a cornerstone of its vision. These indexes serve as benchmarks and tools for investors globally. As of the end of fiscal year 2024, MSCI's index products covered over 99% of the global investable equity market. MSCI's dedication to rigorous research ensures that these indexes accurately reflect market performance and evolving investment trends.

• MSCI offers a wide array of indexes, including equity, fixed income, and multi-asset class indexes.
• These indexes are used by institutional investors, asset managers, and wealth managers to benchmark performance, create investment products, and conduct research.

Analytics form a crucial part of MSCI's vision, offering clients deeper insights into risk and performance. MSCI's analytics tools help investors understand portfolio exposures, assess risk factors, and make informed decisions. MSCI's analytics products suite covers multiple asset classes, providing comprehensive risk management and portfolio construction capabilities. The company's analytics solutions are designed to meet the evolving needs of investors in a dynamic market environment.

MSCI's commitment to providing comprehensive data and tools is central to its mission of empowering investment decisions. As of 2024, MSCI's data offerings included coverage of over 73,000 securities, 85,000 real estate properties, and 1.7 million private equity holdings. This extensive data coverage enables investors to analyze markets, assess risks, and identify opportunities with precision. MSCI's tools provide functionalities for portfolio construction, risk management, and performance attribution, supporting clients across the investment lifecycle.

MSCI Inc. (MSCI) Core Values

While direct statements of core values for MSCI as of April 2025 are not explicitly available, we can infer their core values based on their publicly stated mission, vision, and strategic priorities, as well as their actions and initiatives. These inferred values drive their operations, culture, and engagement with stakeholders.

Based on available information, potential core values of MSCI include:

• Integrity: Maintaining the highest ethical standards in all operations.
• Innovation: Continuously developing new and improved products and services.
• Client Focus: Prioritizing the needs and satisfaction of clients.
• Excellence: Striving for the highest quality in all endeavors.
• Collaboration: Working together effectively to achieve common goals.

Client Focus

Client focus is crucial for MSCI, driving the development of products and services that meet the evolving needs of investors. MSCI is dedicated to understanding and responding to client feedback, ensuring that their offerings remain relevant and valuable. This dedication can be seen through their ongoing efforts to enhance their existing products and services. MSCI reported a client retention rate of approximately 95% in 2024, demonstrating strong client satisfaction and loyalty.

Innovation

Innovation is at the heart of MSCI's growth strategy, with a strong emphasis on research and development to create cutting-edge solutions for the investment community. MSCI invests significantly in technology and data analytics to improve its products and services, ensuring they remain at the forefront of the industry. For instance, in 2024, MSCI allocated over $100 million to R&D, leading to the launch of several new analytics tools and datasets.

Integrity

Integrity is a guiding principle for MSCI, underpinning its commitment to ethical behavior, transparency, and accountability. MSCI adheres to the highest standards of corporate governance and regulatory compliance, fostering trust among clients, employees, and shareholders. In 2024, MSCI conducted over 1,000 internal audits and compliance checks to ensure adherence to regulatory standards and ethical guidelines.

Excellence

MSCI strives for excellence in all aspects of its business, from product development to client service. This commitment to quality is reflected in its rigorous methodologies, data accuracy, and the expertise of its employees. MSCI's dedication to excellence is evident in its consistent recognition by industry publications and ratings agencies. In 2024, MSCI achieved a client satisfaction score of 4.5 out of 5, reflecting its commitment to providing high-quality products and services.

Collaboration

Collaboration is essential to MSCI's success, fostering teamwork, knowledge sharing, and diverse perspectives. MSCI encourages collaboration across departments, regions, and with external partners to drive innovation and deliver comprehensive solutions. MSCI actively promotes employee engagement and collaboration through various internal initiatives. In 2024, MSCI reported over 2,000 collaborative projects involving employees from different departments and regions, resulting in enhanced product development and client service.

To gain more insights into MSCI and its investors, check out: Exploring MSCI Inc. (MSCI) Investor Profile: Who’s Buying and Why?