MSCI completed the acquisition of Burgiss in October 2023, which is expected to enhance its private asset data and analytics offerings. This acquisition is part of MSCI's strategy to expand its content and capabilities in private assets.

MSCI completed the acquisition of Trove Research in November 2023, which will accelerate its ability to provide data and analysis on voluntary carbon markets. This acquisition is part of MSCI's strategy to enhance its ESG and climate offerings.

MSCI aims to strengthen client relationships and grow into strategic partnerships by anticipating client needs, promoting the full breadth of its tools, data and solutions, and building a seamless experience across its offerings.

MSCI is focused on product innovation and data collection to address the evolving needs of an increasingly complex industry. The company is committed to advancing an integrated approach to its offerings, achieving service excellence, enhancing its differentiated research and content, and delivering its solutions via flexible, cutting-edge technology.

MSCI is leveraging AI to enhance its content and is continuing to evolve its data-processing and quality-control procedures. The company is also migrating products, data and services onto cloud platforms to accelerate the delivery of new capabilities.

MSCI is committed to investing in employee learning and development, and conducts an employee engagement survey at least annually. The company achieved a 82% response rate and 75% fully engaged in its December 2023 survey.

MSCI relies on third-party suppliers for data, applications, and services, including data from stock exchanges. Any failure by these suppliers could impair MSCI's ability to provide its products and services.

MSCI and its vendors are subject to various security risks, including cyber-attacks. These incidents could cause material interruptions or malfunctions in MSCI's or its suppliers' systems.

MSCI's products and services may contain undetected errors or fail to perform properly, which could lead to increased costs or liability, and could have a material adverse effect on the company’s financial results.

MSCI faces competition from a range of industry participants, including large companies with substantial resources, small specialized businesses, and clients that develop their own indexes or analytics.

Competition and financial pressures on clients may cause price reductions or loss of market share, which could materially adversely affect MSCI's business and financial condition.

To remain competitive, MSCI must successfully develop new and enhanced products and services and effectively manage product transitions and integrations, which requires significant resources and may not always be successful.

MSCI is enhancing data processing by utilizing data science and machine learning in its data collection processes to more efficiently build scale and facilitate faster product enhancements and releases while also maintaining high standards.

MSCI is improving the client experience by enhancing the way clients access, interact with and use its data, applications and other tools, including by developing and launching its open-architecture ISaaS services.

MSCI's global operations and any future expansion may continue to place significant strain on its management and other resources, as well as subject it to additional risks and costs.

MSCI is leveraging AI to enhance its content and is continuing to evolve its data-processing and quality-control procedures. The company is also partnering with technology companies to accelerate the development of AI solutions.

MSCI is committed to open and flexible technology, which allows it to process data more efficiently for distribution and deliver advanced platform flexibility for easy integration into clients' workflows.

MSCI is migrating products, data and services onto cloud platforms to accelerate the delivery of new capabilities that will help investors more swiftly and efficiently manage data and understand the drivers of risk and performance.

The Board of Directors has approved a stock repurchase program for the purchase of the Company's common stock in the open market. As of December 31, 2023, $845.7 million remained available under the program.

The Board of Directors has declared a regular quarterly cash dividend, reflecting a commitment to returning capital to shareholders. The dividend was increased by 15.9% for the quarter ending March 31, 2024.

MSCI is focused on strategic relationships and acquisitions with complementary data, content and technology companies. Recent acquisitions include Burgiss and Trove.

MSCI aims to demonstrate leading corporate responsibility practices and policies that are meaningful to its various stakeholders, including clients, employees and shareholders. The company publishes reports aligned with international frameworks.

MSCI strives to empower its people to maximize their potential in an environment where all individuals are respected and encouraged to bring their authentic selves to work. The company's culture embraces diverse experiences and perspectives.

MSCI is committed to providing a safe workplace, and the well-being of its employees is one of its highest priorities. The company has extensive safety policies, standards and procedures that all employees are required to follow.

MSCI's business is impacted by economic conditions, including economic uncertainty, market downturns and volatility in the global capital markets, which may affect client demand for its products and services.

The benchmark industry is subject to regulations in the EU and UK, and is also subject to increased scrutiny and potential new or increased regulations in other jurisdictions. ESG ratings are also subject to increased regulatory and political focus.

MSCI is subject to reporting, disclosure and recordkeeping obligations pursuant to SEC requirements applicable to U.S. public companies. Compliance efforts associated with regulations could increase the company's costs of doing business.