MSCI delivers 20.85% annualized return over past 15 years

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Reviewed by
Jubin VScanX News Team
Key Highlights

MSCI has achieved a 20.85% annualized return over the past 15 years, beating the market by 7.56%. With a market cap of $40.91 billion and a share price of $562.77, a $100 investment from 15 years ago is now worth $1,698.16, demonstrating the power of long-term compounding in the index provider's stock.

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*this image is generated using AI for illustrative purposes only.

MSCI (NYSE: MSCI) has delivered strong long-term performance for investors, recording an average annual return of 20.85% over the past 15 years. This growth trajectory represents an outperformance of 7.56% against the broader market on an annualized basis.

The index and data provider currently commands a market capitalization of $40.91 billion. Based on a recent stock price of $562.77, a hypothetical investment of $100 made 15 years ago would have grown to $1,698.16 today.

What the Numbers Show

The data highlights the impact of compounding returns over extended periods. The divergence between MSCI’s annualized return of 20.85% and the market’s implied return (derived from the 7.56% outperformance figure) underscores the company’s ability to generate alpha relative to benchmark indices over this specific 15-year window. The significant growth of a $100 investment to $1,698.16 illustrates the cumulative effect of these consistent returns over time.

Metric Value
Annualized Return (15-Year) 20.85%
Market Outperformance 7.56%
Market Capitalization $40.91 billion
Current Share Price $562.77
15-Year Growth ($100) $1,698.16

This article was generated by Benzinga's automated content engine and reviewed by an editor.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

Can MSCI sustain its 20.85% annualized return trajectory given its current $40.91 billion market capitalization and the law of large numbers?

How might increasing competition from alternative data providers and AI-driven analytics impact MSCI's pricing power and market share?

What regulatory changes in global index methodology or ESG reporting standards could pose risks or opportunities for MSCI's core business model?

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MSCI adds SanDisk, Carpenter Tech to World Index in August review

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Reviewed by
Ritika DScanX News Team
Key Highlights

MSCI's August 2026 review sees SanDisk, Carpenter Technology, and ATI as top World Index additions. Emerging markets gain Z.AI, Nanya, and Guangdong Dtech. Bangladesh index updates remain paused until November 2026.

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MSCI Inc. (NYSE: MSCI) announced the outcomes of its August 2026 Index Review for its global equity indexes. The changes will be implemented as of the close of trading on August 31, 2026.

Global Standard Indexes

The MSCI ACWI Index will undergo 55 additions and 92 deletions.

In the MSCI World Index, the three largest additions by full company market capitalization are:

  • SanDisk (USA)
  • Carpenter Technology (USA)
  • ATI (USA)

For the MSCI Emerging Markets Index, the largest additions by market capitalization include:

  • Z.AI Co H (China)
  • Nanya Technology (Taiwan)
  • Guangdong Dtech Technology A (HK-C) (China)

Small Cap and All Cap Indexes

The MSCI ACWI Small Cap Index will see 203 additions and 261 deletions. The broader MSCI ACWI IMI will record 184 additions and 279 deletions.

The MSCI World All Cap Index is set to add 137 securities while deleting 73.

Frontier Markets

The MSCI Frontier Markets Index will have six additions and five deletions. The largest additions by market capitalization are Asia Commercial Joint Stock Bank (Vietnam), Oman India Fertiliser Company (Oman), and Southeast Asia Commercial Joint Stock Bank (Vietnam).

Additionally, the MSCI Frontier Markets Small Cap Index will see 26 additions and 17 deletions.

Bangladesh Index Pause

MSCI confirmed it will not implement any changes for securities classified in Bangladesh for the MSCI Bangladesh Indexes or impacted composite indexes during this review. Implementation of index review changes and corporate events for these indexes will resume starting from the November 2026 Index Review.

What the Numbers Show

The net reduction of 37 securities in the MSCI ACWI Index (92 deletions vs 55 additions) suggests a tightening of inclusion criteria or a shift in market capitalization thresholds that excludes more constituents than it admits in this cycle. Meanwhile, the Small Cap index saw a larger net outflow of 58 securities (261 deletions vs 203 additions), indicating significant churn in the smaller end of the market spectrum.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How will the net reduction of 37 securities in the MSCI ACWI Index impact passive fund flows and trading volumes for the newly added versus deleted constituents?

What are the specific regulatory or corporate governance factors leading to the pause in index changes for Bangladesh, and when might normal reviews resume beyond November 2026?

How will the inclusion of Z.AI Co H and other Chinese tech firms in the Emerging Markets Index affect foreign investment exposure to China amid ongoing geopolitical tensions?

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