MSCI Inc.

Exciting Announcement! We're thrilled to introduce the brand-new MSCI Research Roundup newsletter! Get ready to dive into the most impactful research of the month, featuring exclusive insights, expert perspectives and actionable intelligence to help you navigate complex market dynamics. Don't miss out on this valuable resource - click to read and subscribe now! #MSCIResearch #InvestmentInsights #MarketTrends

Over the past 12 years, Japanese companies with higher MSCI ESG Ratings have consistently outperformed their lower-rated peers, with contributions from all three factors, #environmental, #social and #governance. Investors seeking sustainable returns may wish to consider ESG integration as part of their investment process. #MSCIResearch http://ms.spr.ly/6040qt8Ts

The pullback in U.S. mega-caps coincides with the 25th anniversary of the dot-com bubble’s peak. The parallels between then and now are striking. However, today’s top-performers exhibit higher profitability, stronger growth and lower valuations than their dot-com counterparts. #MSCIResearch

Join expert analysts from MSCI Carbon Markets as they break down the most important trends and insights from Q1 2025 in the VCM. Register today: http://ms.spr.ly/6044qWdGE Gain valuable perspectives on: • Evolving market dynamics • Regulatory updates • Trading activity Don't miss out on this opportunity to stay informed and ahead of the curve.

Since 2023, U.S. market leadership has narrowed, driven by mega-cap tech stocks. The Magnificent 7's concentration has surged and now accounts for over a third of broad U.S. benchmark exposure, as measured by the MSCI USA Index. This has raised concerns for investors, leading some to consider the need for a more nuanced approach to U.S. equities, beyond broad benchmarks. Such approaches include managing mega-cap exposure while maintaining U.S. equity exposure by blending investment products built on both broad and precision MSCI indexes — adjusting Magnificent 7 exposure through factor or market-cap lenses. For more information on MSCI’s range of U.S. equity indexes, see here: http://ms.spr.ly/6047qSl3W We are also pleased to report that MSCI recently participated in an IPE D.A.CH roadshow where, together with BlackRock, we presented insights on US equities. Our thanks to Karoline Greim-Kuczewski, CAIA, Magdalena Oslé Herrero, Tom H., Grgur Jurčević and Dr. Manuel Bermes.

In his latest article, MSCI Chairman & CEO Henry Fernandez argues that, while the impact of a tariff war remains uncertain, globalization has thus far proven more resilient than many would have predicted just a few years ago. Read the full article below.

We are excited to announce that MSCI Wealth Manager has been named to the WealthTech100 list for 2025 — recognizing the most innovative wealthtech companies impacting the global wealth and asset management industry. Selected by a panel of industry experts and analysts, our platform was built to help wealth managers deliver personalized client proposals and portfolios at scale while remaining consistent with firm investment strategies. See FinTech Global's news release for more details: http://ms.spr.ly/6046qqnaG The criteria and the selection process along with the nominations for 2025 can be found here - http://ms.spr.ly/6047qqnaH. #wealthmanagement

Nature-related risks are increasingly shaping financial decision-making, and access to location-specific biodiversity data is becoming increasingly important for investors and financial institutions. As we evolve our GeoSpatial Asset Intelligence solution, we are building on our collaboration with WWF to provide enhanced insights into nature-related impacts and dependencies. As part of our latest update, we are introducing 14 WWF Biodiversity Risk Filter indicators within GeoSpatial Asset Intelligence. This initial release will enable financial institutions to: 📌 Assess biodiversity risk at the asset level – Identify company locations and evaluate their exposure to nature-related risks. 📌 Understand operational dependencies on ecosystems – Evaluate exposure to key ecosystem services like water availability, soil condition, and pollination. 📌 Strengthen nature-related risk management – Integrate biodiversity insights into investment strategies and reporting frameworks, including TNFD, SFDR, and CSRD. Learn more http://ms.spr.ly/6046qq3LG #WWF #BiodiversityRisk #NatureFinance #GeoSpatial WWF Risk Filter Suite

Markets may still be overvalued after the recent correction. The sell-off in U.S. #equities brought a 10% drawdown, but macro fundamentals suggest the market may still be 20% overvalued, and could go even lower if tighter supply brings higher #inflation and lower growth. #MSCIResearch http://ms.spr.ly/6047qcvCJ

Traditional #assetallocation theories often overlook private assets. We provide a practical blueprint for #totalportfolio allocation management, focused on a deeper understanding of market correlations to better manage concentration risk and uncertainty in expected returns. #wealthmanagment http://ms.spr.ly/6049qYgiZ