MSCI Inc. and UBS Group AG have announced a strategic partnership aimed at advancing transparency across private markets. The collaboration combines MSCI’s independent data, analytics, and models with UBS’s alternatives expertise and global client insights to address industry challenges such as fragmented data and limited transparency. By leveraging their respective capabilities, the companies aim to further expand MSCI’s AI-powered platform, which integrates tools, data, and analytics across private markets and alternative asset classes.

Platform Capabilities

The partnership seeks to create a more connected and standardized experience across the full private markets investment lifecycle. The platform brings together several key capabilities within a single ecosystem:

The platform streamlines data management and drives transparency by bridging private and public markets. Automated data processing and independent performance data from MSCI provide investors with more timely and consistent insights across portfolios. Additionally, the collaboration fosters a private markets ecosystem that connects General Partners (GPs) with institutional and private wealth investors.

Strategic Collaboration

Informed by the Limited Partner (LP), Wealth Management, and Asset Management perspectives from UBS, the partnership enables investors to access insights more efficiently and evaluate opportunities with greater confidence. As the world’s largest truly global wealth manager and a leading asset manager, UBS will serve as an early adopter of the platform. The bank will collaborate with MSCI to advocate for broader market adoption and standardization across private markets.

Leadership Commentary

Henry Fernandez, Chairman and CEO of MSCI, emphasized the strategic importance of the partnership. "MSCI has long been committed to bringing independence, transparency and innovation to global investors," he stated. "As private markets become an increasingly important part of the investment landscape, investors are looking for the insights, rigor and accessibility that they have come to expect in public markets. By combining MSCI and UBS’s respective strengths, we aim to help build the infrastructure that can shape the future of private markets investing."

Sergio P. Ermotti, Group Chief Executive Officer of UBS, highlighted the shared ambition of the two firms. "This partnership builds on our long-standing relationship with MSCI and our shared ambition to increase transparency in private markets," said Ermotti. "As a leading LP, our Unified Global Alternatives business brings extensive industry insights and a deep understanding of clients’ evolving needs. Through our collaboration with MSCI, our goal is to help to shape the next generation of private markets portfolio management solutions and transform the decision-making process for clients across public and private markets."

About the Partners

UBS manages $6.9 trillion of invested assets as per the first quarter 2026. Its Unified Global Alternatives (UGA) business, created in 2025, combines manager selection franchises from Asset Management and Global Wealth Management. With over $340 billion in combined invested assets, UGA is one of the leading limited partners globally, offering customized solutions across hedge funds, private equity, private credit, real estate, and infrastructure.

MSCI Inc. will release its second quarter 2026 financial results pre-market on Tuesday, July 21, 2026. The company will host a conference call at 11:00 a.m. Eastern Time to review the performance. Investors can access the earnings release and related materials through the events and presentation section of MSCI’s Investor Relations website.

Participants wishing to join the earnings call via telephone must register in advance. Upon registration, participants will receive an email confirmation containing a unique PIN required to access the conference call. An archived replay of the webcast will be available shortly after the event concludes.

Key Event Details

MSCI Inc. provides research-based data, analytics, and indexes to support global investors. The firm serves asset managers, private-market sponsors, hedge funds, wealth managers, banks, insurers, and corporates.