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What smart money is saying about MSCI Inc.United States flag

MSCI · Financial Services · Financial - Data & Stock Exchanges · Market cap $44.23B

6 funds in our archive have pitched MSCI Inc. — most recently Baron Durable Advantage Fund in March 2026.

Company profile

MSCI Inc., alongside its subsidiaries, offers sophisticated tools and services to support global investment decision-making and process management for its clients. The company is structured into four key segments: Index, Analytics, ESG and Climate, and Private Assets. The Index division furnishes benchmarks employed across diverse investment applications, including the creation of indexed financial products such as ETFs, mutual funds, and various derivatives; performance evaluation; portfolio building and adjustment; and strategic asset allocation. This segment also oversees the licensing of GICS and GICS Direct. Its Analytics segment provides comprehensive solutions for risk management, performance attribution, and portfolio oversight, encompassing content, applications, and services. These offerings deliver an integrated perspective on risk and return, alongside detailed analysis of market, credit, liquidity, and counterparty risks across all asset classes. The segment also includes managed services like consolidating client portfolio data from disparate sources, reviewing and reconciling inputs, and producing tailored reports. Furthermore, its HedgePlatform is specifically designed for assessing, evaluating, and monitoring risks related to hedge fund investments. The ESG and Climate segment delivers offerings that enable institutional investors to understand the long-term impact of environmental, social, and governance factors on both their portfolios and individual securities. It also equips investors with essential data, ratings, research, and analytical tools for navigating evolving regulatory landscapes. The Private Assets segment specializes in providing real estate market and transaction data, benchmarks, return analytics, climate impact assessments, and valuable market insights for funds, investors, and managers. It also extends business intelligence to real estate owners, managers, developers, and brokers, while offering critical investment decision support for private capital. Its diverse clientele includes asset owners and managers, financial intermediaries, wealth management firms, real estate professionals, and corporations. Founded in 1998, MSCI Inc. is headquartered in New York City.

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Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
10
Letters

Position history

Between Q1 2025 and Q2 2026, 3 fund letters reported a position in MSCI Inc.1 opened or added to the position.

Fund letters reporting a position in MSCI Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263100
Q1 20260001
Q4 20250002
Q2 20250001
Q1 20250002

Fund activity · 3 positions · 1 move

  • HoldsArtisan Partners U.S. Mid‑Cap Growth Strategy
    June 2026
    Similarly, we are finding compelling profit cycle opportunities in targeted areas of financials, including Robinhood, Tradeweb and MSCI.
    Read the letterMSCI Inc.
  • HoldsPM Capital Quarterly report
    June 2026
    Our holding in service provider businesses such as leading global financial market indices firm MSCI also performed well.
    Read the letterMSCI Inc.
  • New positionAve Maria Funds
    June 2026
    Proceeds were used to initiate positions in GFL Environmental, Inc., MSCI, Inc., RB Global, Inc. and SharkNinja, Inc.
    Read the letterMSCI Inc.

Also mentioned · 1

These funds discuss MSCI Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedClearBridge Investments The Long View: Not a Straight Line
    June 2026
    Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data
    Read the letterMSCI Inc.

Fund coverage · 6 theses

  • Baron Durable Advantage Fund
    March 2026

    MSCI is a proprietary data and index franchise with strong switching costs and multiple secular growth tailwinds.

    Read the full thesis
  • Guinness Global Quality Mid Cap
    December 2025

    MSCI is a mission-critical, high-margin, asset-light provider of index and analytics tools with recurring revenues and durable growth.

    Read the full thesis
  • Baron Durable Advantage Fund
    December 2025

    MSCI is a leading provider of proprietary index and analytics data poised to benefit from AI efficiencies and product innovation under strong, aligned leadership.

    Read the full thesis
  • Guinness Global Quality Mid Cap
    June 2025

    MSCI is a leading provider of investment decision support tools with a strong revenue model, high profitability, and a proven track record of consistent growth.

    Read the full thesis
  • Alpha Wealth Funds
    March 2025

    MSCI is a leading provider of decision support tools for the investment community with a strong competitive advantage via its industry-standard indices and consistent revenue growth.

    Read the full thesis
  • Rothshild&Co LongRun Equity
    March 2025

    With unmatched profitability, consistent 10% organic growth, and masterful capital allocation under a visionary owner-operator, MSCI stands out as a rare compounding machine poised for durable, high-return expansion.

    Read the full thesis

Read every full thesis on MSCI Inc.

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