Slide 1: Private Assets and AI-Enabled Innovation
Private Assets and AI-Enabled Innovation June 25, 2026
Slide 2: Forward-Looking Statements, Other Information and Use of Operating Metrics
Forward-Looking Statements, Other Information and Use of Operating Metrics This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to future events or to future financial performance and
Slide 3: Key Messages
Key Messages Building the Essential Infrastructure for Private Markets 01 Standardized, independent data, methodologies and workflow solutions to help clients navigate fragmented and opaque private market information. Enabling Transparency at Scale 02 Transforming unstructured fund, asset- and deal-
Slide 4: MSCI Private Assets at a Glance
MSCI Private Assets at a Glance Building the infrastructure private markets need to scale The gap The opportunity Our mandate The accelerant Private markets have Private markets need a MSCI provides the data, AI is accelerating this become a core pillar of common foundation. One benchmarks, analytic
Slide 5: MSCI Private Assets Flywheel
MSCI Private Assets Flywheel Deeply embedded into the end-to-end investment lifecycle, powering investment processes, workflows and decision making. Serving as the essential intelligence layer that turns analytics into actionable, AI-enabled, client-specific insights MSCI Capabilities Cash Flow Port
Slide 6: Our Competitive Advantages
Our Competitive Advantages Delivering the essential infrastructure to bring transparency, consistency, and clarity to private markets Deep Universe of Full-Spectrum Asset Look-Through LP-Sourced Data Coverage Transparency One of the largest institutional LP- Granular visibility from funds to sourced
Slide 7: MSCI Private Assets Platform
MSCI Private Assets Platform • Performance, valuation, exposure and forecasting analytics Powerful Analytics • Flexible portfolio tools for benchmarking, risk and scenario analysis • Transparent, research-driven private markets benchmarks Full Architecture of Indexes • Integrated public + private in
Slide 8: Financial Snapshot at a Glance
Financial Snapshot at a Glance All Other- Private Assets Run Rate as of March 31, 2026 by Geography • Americas 59% All Other – Private Assets Run Rate • EMEA 34% (US$ in millions) • APAC 7% +8% +8% Organic All Other- Private Assets Run Rate as of March 31, 2026 by Client Segment • Asset Managers +16
Slide 9: Accelerated Innovation and Expansion Journey
Accelerated Innovation and Expansion Journey Over the past 24 months, MSCI has accelerated investment in Private Assets through strategic acquisitions and product innovation Strategic Acquisitions Building the Standards & Analytics Delivering AI Native Intelligence Layer 2025 2026 PM Insights Privat
Slide 10: Private Assets is a Vast and Diverse Growth Opportunity
Private Assets is a Vast and Diverse Growth Opportunity Target Clients & Needs MSCI Differentiation LPs and Asset Owners Need consistent, comparable data to evaluate managers and Private market data & Integrated data & analytics benchmark performance research expertise platform Seek robust opera
Slide 11: Enabling Timely Valuation with Nowcasting Daily NAV
The MSCI All Country Nowcasting Indexes are designed to set a new standard for daily private market intelligence, combining a benchmark-grade methodology, an independently owned dataset, and an institutional governance Case Study – Asset Owner framework into a single, scalable approach for private e
Slide 12: Transforming Private Markets Benchmarking with a Frozen Framework
Frozen Indexes provide a stable benchmark history by locking historical returns and constituent composition at each quarterly publication. New information affects the index only going forward, allowing performance to be Case Study – Asset Owner evaluated against the benchmark that was available at t
Slide 13: A Daily, Independent NAV Estimate for Private Markets' Evergreen Funds
MSCI’s Daily Pricing Service supports the growing demand for daily liquidity in evergreen private market funds, especially for retirement, pension, and insurance solutions. Using advanced nowcasting technology, our solutions Case Study – General Partner independently estimate a fund’s current NAV fr
Slide 14: Scaling Private Fund Diligence with AI
MSCI’s Diligence Platform enables clients to turn unstructured GP documents into actionable insights. Use cases include comparing funds, vintages and managers side-by-side to support faster and consistent underwriting Case Study – Wealth Client MSCI Scaling Private Fund Challenge Solution Client Ben
Slide 15: Next Wave of Private Assets Growth
Next Wave of Private Assets Growth Total Portfolio Transparency & Benchmarking & AI-Driven Intelligence Integration Valuations Taxonomies Growing demand for AI transforming data Rising demand for look- Indexes that serve as the unified views across extraction, validation and through visibili