Sign in

    Gregory Simpson • BNP Paribas

    Gregory Simpson's questions to MSCI Inc (MSCI) leadership

    Gregory Simpson's questions to MSCI Inc (MSCI) leadership • Q2 2025

    Question

    Gregory Simpson asked about the stability of the ETF licensing yield, pricing trends from issuers, and whether yields on the non-ETF passive side are also stable.

    Answer

    CFO Andrew Wiechmann confirmed that fees have been stable on both the ETF and non-ETF sides. For ETFs, contractual fee tiering was offset by a positive mix shift from higher-fee international products. For non-ETFs, stability is supported by strong growth in higher-fee non-market-cap weighted products. He reiterated the long-term view that massive asset growth will more than offset gradual fee pressure.

    Ask Fintool Equity Research AI

    Gregory Simpson's questions to MSCI Inc (MSCI) leadership • Q1 2025

    Question

    Gregory Simpson requested more detail on the 15% run rate growth in Private Capital Solutions and the uptake of the private capital indexes launched last year.

    Answer

    Chairman and CEO Henry Fernandez explained that the growth is driven by providing transparency to institutional LPs, a market where MSCI is underpenetrated globally. He outlined key initiatives, including expanding with institutional LPs, targeting wealth LPs, and building products for GPs. He noted that while the benchmark indexes are a key part of the overall transparency solution, they may not be a large standalone revenue driver.

    Ask Fintool Equity Research AI

    Gregory Simpson's questions to MSCI Inc (MSCI) leadership • Q4 2024

    Question

    Gregory Simpson asked about the impact of actively managed ETFs, questioning whether their potential replacement of mutual funds would be a positive, neutral, or negative development for MSCI's opportunity set.

    Answer

    President & COO C. Pettit responded that this trend is 'definitely a positive' for MSCI. He explained that it represents a continuation of active strategies becoming more rules-based, which aligns perfectly with MSCI's strengths in both indexing and portfolio analytics. He noted it's a huge focus for the company and a positive global trend that they are well-positioned to capitalize on.

    Ask Fintool Equity Research AI

    Gregory Simpson's questions to MSCI Inc (MSCI) leadership • Q3 2024

    Question

    Gregory Simpson asked about the performance of the RCA (Real Capital Analytics) business and what is needed to accelerate its growth back towards double-digit aspirations.

    Answer

    President and COO Baer Pettit identified the primary headwind as the significant drop in real estate transaction volume, a key revenue driver for the business. He noted early signs of a market recovery, such as compressing bid-ask spreads, and stated that MSCI believes it could be 'turning the corner' in the coming year as activity picks up.

    Ask Fintool Equity Research AI