Strategic partnerships MSCI is actively expanding through high-profile deals and collaborations, including a UBS strategic partnership to advance transparency in private markets and a notable acquisition of First Street to enhance climate risk analytics. This signals continued growth and potential cross-sell opportunities across ESG analytics, data, and risk management solutions.

Climate risk expansion Recent acquisition of First Street and a focus on physics-based climate risk data indicate a sharpened emphasis on climate risk analytics. This creates opportunities to offer integrated risk assessment platforms, scenario testing, and property-level climate risk products to institutional clients undergoing climate risk disclosure and resilience planning.

Leadership depth MSCI has strengthened its leadership with appointments in technology and regional client coverage, including a new Chief Technology Officer and Head of Korea Client Coverage. This suggests a priority on product engineering excellence and regional market penetration, opening doors for tailored enterprise solutions and localized support.

Financial momentum With revenue reported near the $10B mark and several 2026 growth signals including double-digit revenue growth and earnings outperformance, there is a strong sales narrative for expanding existing client footprints, upselling analytics suites, and premium data subscriptions to large, multi-portfolio clients.

Expand ESG and private markets Strategic partnerships and a focus on ESG analytics and private markets transparency point to growing demand among asset managers and institutions for integrated ESG insights, private market valuation tools, and risk-adjusted performance analytics that align with governance and reporting requirements.