Group 1 - MSCI Nordic Countries Index increased by 3.4%, closing at 323.86 points, marking the highest close since April 3 [1] - All sectors experienced gains, with the Nordic industrial sector leading the performance [1] - Measurement technology supplier Hexagon AB surged by 6.3%, outperforming other constituents [1]

Group 1 - The MSCI Nordic Countries Index decreased by 0.2%, closing at 314.65 points, with a cumulative decline of over 1.68% for the week [1] - Among the 81 constituent stocks, 24 stocks experienced a decline, indicating a negative trend in the market [1] - Out of 10 sectors, seven sectors saw a decrease, reflecting broader market weakness [1] Group 2 - Hexagon AB, a geographic systems and measurement supplier, had the largest drop among constituents, falling by 9.7% [1]

Core Insights - The MSCI Nordic Countries Index increased by 3.8%, marking its best single-day performance since March 16, 2022, when it rose by 4.1% [1] - The market was driven higher by the Nordic Republic sector, with only one out of 81 constituent stocks declining [1] - EQT AB led the gains, rising by 8.5% among the constituent stocks [1]

Group 1 - The core insight from the recent investing conference is MSCI's strategic positioning as a critical market infrastructure provider, which allows the company to capitalize on key trends in the investment industry [1][3] - MSCI connects various participants across the capital markets ecosystem, creating competitive advantages and benefiting from growth in global savings and the investment industry [2][3] Group 2 - The company is focusing on mass customization and rules-based investment strategies, with a significant investment in custom indexes to meet the demand for personalized, systematic strategies [4][5] - MSCI is enhancing its data infrastructure and market capabilities to leverage this trend across institutional, wealth management, and trading segments [5] Group 3 - MSCI is expanding its franchise beyond traditional markets by bringing structure and standardization to private assets, fixed income, and sustainable investing, which are seen as areas with significant growth potential [6][7] - The company aims to replicate its success in public markets within these less developed areas, positioning itself for long-term growth [7] Group 4 - Despite recent pressures on index subscription growth rates, MSCI's management remains confident in the company's growth trajectory, supported by its diversified franchise and ability to attract assets [9] - The company sees massive opportunities in customization at scale, indexation, and various segments including wealth managers, hedge funds, and trading firms [10]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________________________ FORM 10-K ________________________________________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commiss ...

Following my coverage on MSCI (NYSE: MSCI ) in Oct ’24, which I recommended a buy rating due to my expectation that the demand outlook remains intact given the better fund inflows, this post is to provide an updateI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn ...

Group 1 - MSCI Inc. announced its Q4 and FY24 results, which did not meet revenue expectations due to a challenging demand environment for financial information services [1] - The company continues to experience underperformance in international indexes, impacting overall financial performance [1] Group 2 - The article emphasizes the importance of investing in companies with strong qualitative attributes and acquiring them at attractive prices based on fundamentals [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid losses while maximizing exposure to high-potential companies [1]

MSCI’s (MSCI) fourth-quarter 2024 adjusted earnings of $4.18 per share beat the Zacks Consensus Estimate by 5.56% and increased 13.6% year over year.MSCI’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, which is commendable.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues increased 7.7% year over year to $743.5 million, missing the consensus mark by 0.13%. Organic revenues rose 7.4% year over year.Recurring subscriptions of $543.3 million inc ...

MSCI (MSCI) Q4 2024 Earnings Call January 29, 2025 11:00 AM ET Company Participants Jeremy Ulan - Head of Investor Relations & TreasurerHenry Fernandez - Chairman & CEOBaer Pettit - President & COOAndrew Wiechmann - CFOAlex Kramm - Managing Director - Equity ResearchAlexander Hess - Vice President - Equity ResearchScott Wurtzel - SVP - Equity ResearchRussell Quelch - Managing DirectorGeorge Aude - Vice President - Enterprise Investigations Conference Call Participants Toni Kaplan - AnalystManav Patnaik - An ...

Core Insights - MSCI exceeded earnings expectations with an adjusted EPS of $4.18, surpassing the consensus estimate of $3.96, but fell short on revenue, reporting $743.5 million against an anticipated $745 million [1][3] - The company experienced a significant decline in net income, which decreased by 24.3% year-over-year due to the absence of prior period gains [2][8] Financial Performance - Adjusted EPS for Q4 2024 was $4.18, up 13.6% from $3.68 in Q4 2023 [3] - Operating revenue was $743.5 million, reflecting a 7.7% increase from $690.1 million in the previous year [3] - Operating margin improved to 54.5%, a slight increase from 53.7% year-over-year [3][7] - Net income for the quarter was $305.5 million, down from $403.4 million in Q4 2023 [3] Business Segments - The Index segment accounted for 57.4% of overall revenue in 2023, showing a revenue growth of 8.3% year-over-year, driven by a 20.8% rise in asset-based fees [4][6] - The ESG and Climate segment's operating revenue grew by 11.8%, with a notable 64.1% increase in non-recurring revenue, aligning with global trends towards sustainable investing [6] Operational Efficiency - MSCI maintained a vigilant control over expenditures, which grew by only 5.9%, allowing for steady margin expansion despite increased costs [7] - The company is strategically investing in technology and personnel to support growth initiatives [7] Challenges and Outlook - The decline in net income reflects challenges in converting operational successes into profit, with some pressures from non-recurring revenue and contract renewals [8][9] - Looking ahead, MSCI is focused on strategic expansion in data and technological innovation, particularly in its Index and ESG offerings, as part of its 2025 strategy [10] - Projected adjusted EBITDA expenses are expected to be between $1.22 billion and $1.25 billion, with interest expenses anticipated between $182 million and $186 million [11]