Msci Inc. · NYSE:MSCI
Msci — Investor Presentation (February 2026)
26 slides from Msci's investor presentation, Feb 24, 2026
Slide 1: MSCI In Practice: Identifying Emerging Risk Exposure in Low-Disclosure Markets
MSCI In Practice: Identifying Emerging Risk Exposure in Low- Disclosure Markets February 24, 2026 © 2026 MSCI Inc. All rights reserved. Please refer to the disclaimer at the end of this document.
Slide 2: Speakers
Speakers Andrew Hopkins Guilherme de Melo Silva Puja Modi Vice President, Sustainability Product Vice President, Senior Financial Sector Executive Director, Sustainability and Management, MSCI Researcher, MSCI Climate Solutions Specialist, MSCI Information Classification: GENERAL 2
Slide 3: Agenda
In Practice → Agenda → 01 Product Overview 00 Andrew Hopkins → 02 Use Case: Asset Managers 00 Andrew Hopkins → 03 Use Case: Banks 00 Guilherme de Melo Silva → 04 Use Case: GPs 00 Puja Modi → 05 Product Demo 00 Andrew Hopkins Information Classification: GENERAL 3
Slide 4: Product Overview
Product Overview Information Classification: GENERAL 4
Slide 5: Rising Demand for Total Portfolio Coverage
Rising Demand for Total Portfolio Coverage You're Expanding Into You're Facing You're Navigating You're Looking for New Areas Regulatory Limited Disclosure Deeper Insights Across Requirements Environments Your Business → As you increase your → Regulatory frameworks like → For many private and → Whet
Slide 6: Next Steps: Sustainability and Climate Models - On Demand
Next Steps: Sustainability and Climate Models - On Demand The on-demand sustainability and climate models maintain the core principles of our established, investment tested models, and address key challenges faced by investors in private and low disclosure markets. The on-demand models enable and pr
Slide 7: MSCI Sustainability and Climate On-Demand
MSCI Sustainability and Climate On-Demand → 4 live models, : Indicative Score, Financed Emissions, CVaR, Energy Transition Score → Access via the MSCI ONE platform. → Bulk and single request views available. → Or via On Demand API available via developer's portal For illustrative purposes only Infor
Slide 8: Access Scalable, Consistent Insights In Minutes
MSCI Sustainability & Climate On-Demand → Access Scalable, Consistent Insights In Minutes MSCI Indicative ESG Scores MSCI Financed Emissions Get a top-line view of sustainability Identify key drivers of emissions exposure and management intensity across sectors, regions → Built for scale and speed,
Slide 9: From MSCI S&C Core Models to Private Markets Proxies
From MSCI S&C Core Models to Private Markets Proxies Leverage MSCI’s trusted core models Segment data by categorizing variables Compute proxy values using our as the foundation for robust and and aggregate data in each segment into calculation engines and models for reliable estimation frameworks. a
Slide 10: Use Case: Asset Manager
Use Case: Asset Manager Information Classification: GENERAL 10
Slide 11: Asset Management: Differentiate potential risk exposures from uncovered companies
Asset Management Differentiate potential risks exposures from uncovered companies Problem Solution Outcome → RI team use MSCI ESG Ratings to flag → The MSCI Indicative ESG Score allows → Ri and Investment team save time, potential risks to investment team for RI team to differentiate between priorit
Slide 12: Use Case: Bank
Use Case: Bank Information Classification: GENERAL 12
Slide 13: Loan book of EUR 50 / USD 60 billion
Sample Loan book segmentation2 Loan book of Individuals Corporates SMEs Mid-Caps EUR 50 / USD 40% 25% 20% 15% 60 billion Characteristics of the segments in the commercial loan book2 # of Average loan Average EVIC3 Average revenue Segment borrowers EUR mn USD mn EUR mn USD mn EUR mn USD mn SMEs 12,00
Slide 14: Approach: Combining different solutions to cover the entire portfolio
Approach Combining different solutions to cover the entire portfolio Corporates Mid-Caps + SMEs Sustainability MSCI ESG Ratings MSCI Sustainability & Climate → Companies in coverage On-Demand Solutions Simulated attributes of fictional companies for illustrative analysis: → Financial exposure → Prim
Slide 15: Identifying unmanaged risk exposure
Results Identifying Loan-weighted average exposure and management scores by risk-oriented environmental and social key issues across the sample loan book unmanaged risk exposure Risk Exposure 7.8 5.2 5 5 5 3.8 3.6 3.5 3.4 3.4 3.1 2 1.8 0.9 0.3 0.2 0.2 0.1 0.1 0.1 0.1 → Workforce management and devel
Slide 16: Estimating financed emissions
Results Estimating Estimated segment-level financed emissions and carbon intensity financed Segment Commercial loan book Financed emissions (tCO2e) Financed emissions intensity (tCO2e / USD 1 mn of loan) emissions USD mn EUR mn Scope 1 Scope 2 Scope 3 Scope 1 Scope 2 Scope 3 SMEs 12,000 10,000 1,192
Slide 17: Use Case: General Partners
Use Case: General Partners Information Classification: GENERAL 17
Slide 18: General Partners: Navigate sustainability and climate risks in low-disclosure private companies
General Partners Navigate sustainability and climate risks in low-disclosure private companies Problem Solution Outcome → Private portfolio companies typically → MSCI On-Demand Emissions delivers → Enhanced investment decision-making lack comprehensive emissions data rapid carbon footprint assessmen
Slide 19: Emission & Transition Readiness
Emission & Transition Readiness Financed emissions are calculated by combining companies’ reported emissions with estimated emissions generated by MSCI’s carbon estimation model Real Estate and Infrastructure projects are also covered* Data is provided for direct (Scope 1) and indirect (Scope 2 and
Slide 20: Physical Risk Intelligence for Investment Due Diligence
Physical Risk Intelligence for Investment Due Diligence → Location-Specific Risk Assessment: Evaluate physical climate risks for any asset location globally using coordinates or addresses → Comprehensive Risk Coverage: Access 29 climate hazards across multiple scenarios and time horizons to understa
Slide 21: Scalable materiality assessment
MSCI Indicative Score Scalable materiality assessment The MSCI Indicative ESG Score builds off the MSCI ESG Ratings framework, extending Final Industry Adjusted Score (0-10) sustainability risk assessment coverage to millions of public and private companies. It complements the in-depth financial mat
Slide 22: DEMO
DEMO Information Classification: GENERAL 22
Slide 23: Q&A
Q&A Information Classification: GENERAL 23
Slide 24: Contact
Contact Americas Asia Pacific Europe, Middle East & Africa The process for submitting a formal United States China South Africa +1 888 588 4567 (toll free) +86 21 61326611 + 27 21 673 0103 index complaint can be found on the index page of MSCI’s website at: https://www.msci.com/index-regulation Cana
Slide 25: About Us
About Us About MSCI Sustainability and Climate Products and Services MSCI Sustainability and Climate products and services are provided by MSCI Solutions LLC and certain related entities, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance rela
Slide 26: Notice and Disclaimer
Notice and Disclaimer The data, data feeds, databases, reports, text, graphs, charts, images, videos, recordings, models, metrics, analytics, indexes, ratings, of Return metrics are not fully representative without full disclosure of fund cash flows, assumptions, and time horizons. scores, cases, es