MSCI Inc. (MSCI) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript

Core Insights - The discussion focuses on the impact of Generative AI (Gen AI) on data collection and the competitive advantages (moats) in the Private Asset business [1] Group 1: Data Collection and Moats - Gen AI is significantly enhancing the ability to collect data at scale, which poses threats to traditional operational moats that relied on large organizations for data collection [1] - The cost of data collection has been greatly reduced, leading to diminished defensibility for businesses that previously relied on operational scale as their moat [1] - The Private Assets business at MSCI primarily operates on proprietary data, which provides a competitive advantage despite the challenges posed by Gen AI [1]