Description

MSCI’s rise from a quiet Morgan Stanley division to the linchpin of global finance is a captivating story of building an essential, nearly unchallengeable financial infrastructure. Managing over $16 trillion in benchmarked assets—more than China’s GDP—MSCI transformed index provision from a “nice-to-have” into an indispensable toll booth on the world’s investment highway. The company’s genius lies not just in pioneering standardized global equity indices, but in layering risk analytics, governance data, ESG insights, and private market intelligence into a seamless ecosystem that institutions find nearly impossible to leave.

Transcript https://empor.top/us/MSCI

• I. Introduction & Episode Roadmap
• II. Origins: Capital International & The Pre-History (1969–1986)
• III. Building Inside the Beast: The Morgan Stanley Years (1986–2004)
• IV. The Barra Acquisition: From Indices to Analytics (2004)
• V. The Great Escape: IPO and Independence (2007–2009)
• VI. The RiskMetrics Mega-Deal: Doubling Down (2010)
• VII. The Business Model: Building the Ultimate Toll Booth
• VIII. Modern Era: ESG, China, and New Frontiers (2010s–Today)
• IX. Competitive Dynamics & Market Position
• X. Playbook: Business & Investing Lessons
• XI. Analysis & Bear vs. Bull Case
• XII. Epilogue & "If We Were CEOs"