MSCIMSCI Inc.

“we began to use AI across the board in the development of models and methodologies. For example, in custom indices—we are ramping up the development of custom index capabilities—we are now using AI, obviously managed and monitored by our humans in our Research department, in the creation of custom indices at a much faster speed than we have ever done before. We are also using AI for Analytics models, and we just revamped the entire Sustainability ratings system, ESG ratings systems, using AI. That is in the process of being relaunched, and that is going to give us enormous productivity and scalability.”

“over time, we think clients are going to want to use more of our content within their AI-driven processes. As they start to want to use that content to train models and use it as part of their AI investment processes, those are areas where there are meaningful sales opportunities for us. We are spending a lot of time thinking about the right licensing models there and how we can capitalize. We know directly from our clients that they want to use our content heavily”

“We are seeing significant early efficiencies in the use of AI across the whole board. That started in earnest in applying AI to the data and the data development in private assets and in Sustainability and Climate. That has accelerated significantly to the point that it allows us to dramatically increase the amount of data gathering and data development with the same level of headcount that we have, rather than adding headcount.”

“we want to make our content as easily accessible and available however clients want to get access to it. As we alluded to, you can get access to it through Cloud MCP, through MSCI One; we even have certain content sets available through Copilot. The economics are generally consistent regardless of how clients access it. Depending on how and where they are using it, there can be upcharges and upsells for us”

“Dinesh served as Global Head of Data Engineering at Goldman, and he also led the organization responsible for building agentic AI platforms and machine learning capabilities across the whole firm. He is ideally suited to help MSCI Inc. strengthen our comprehensive data strategy, reinforce our technology- and AI-first mindset, and accelerate our transformation.”

“What we have seen is a significant acceleration from MSCI Inc. in terms of product creation: starting with gathering more data, accelerating the pace of model creation and methodologies and index production, and creating efficiencies that can help us save headcount and expenses that we can then reinvest into even more product creation and more distribution.”

“our new IndexAI Insights connector makes it easier for clients to answer questions about our index data and methodologies using their preferred AI large language models, such as GLOWL and ChatGPT, or on MSCI One. Hundreds of clients have used IndexAI Insights since our launch in late February.”

“how do we accelerate the process of creating the methodology—the index algorithm? We were doing that with humans in our Research department, and we are now doing that with AI to help accelerate it.”

“I believe that the ultimate big opportunity for us is not only in the data and the models and the enhancement of the software capabilities that we have, but in changing the business model of how our clients consume our content. As you know, a lot of our content is consumed either by our own applications—MSCI One, RiskManager, Private i, etc.—by clients' own software applications, or by third-party applications that aggregate our content with others. Through what we are doing—significantly increasing the creation of agents that our clients can use to consume our content—we can change that. We can get clients to consume a lot more of our content with a lot more people in many different locations.”

“basically every new product we are launching has an AI component to it. Some of them are AI native, some of them are AI powered, and some of them have some AI enablement. Depending on the product and the area, the importance of AI is very big in the AI-native ones or is just one of the ingredients that go into the launch of the product.”

“We are beginning to see significant productivity as well in software development—new software development, new software applications—and we have not yet started rewriting the current software that we have, in terms of either production or applications, with AI, but that will be a big project that we want to get into in the near future.”

“a significant acceleration in adoption of AI tools in everything we do, along the lines of what I said in my prepared remarks. Those three areas have helped us increase our recurring and new, have bigger penetration, take market share away from competitors—especially in the Sustainability and Climate area—and grow faster.”

“we are starting to see clients that are interested in licensing more content and getting access to more content for AI-driven use cases. We think that is early days and potentially a huge opportunity for us—something we get very excited about given the unique content that we have.”

“So far, we have not seen any kind of intense competition from either the traditional competitors of MSCI Inc. or the startups. We are not relaxed—we are monitoring and focused on that intensely to make sure that we continue to have a very deep and wide competitive moat.”

“Our increased business momentum is starting to reflect the relentless adoption of agentic AI in everything we do, ranging from how we capture data and build models and platforms, to how we launch and market our products, to how our people work every day.”

“MSCI Inc.'s AI capabilities in private assets have increased dramatically over the past year, including a new connector on cloud linked to our Private Capital Intelligence fund benchmarking.”

“Our recent acquisition of VantageR, a platform built entirely on AI, accelerates our ability to help clients perform better due diligence when investing in private markets.”

“We are growing our market share and expanding our influence in the increasingly AI-centric investment industry.”

“Our strong start to 2026 reaffirms the mission-critical nature of our solutions in today's AI-first economy.”