Alexander Hess's questions to MSCI Inc (MSCI) leadership • Q4 2024
Question
In a follow-up question, Alexander Hess asked for an assessment of the current M&A opportunity and whether a pickup in activity is expected.
Answer
CEO Henry Fernandez stated that MSCI's primary focus remains on organic growth, where it has enormous opportunities. While the company evaluates potential deals, he stressed that they maintain a high bar, requiring returns comparable to organic investments. He characterized the M&A strategy as focused on opportunistic bolt-ons in strategic areas, rather than large-scale acquisitions.