MSCI’s New Public‑Private Equity Index Could Be A Game Changer For MSCI (MSCI)

• In December 2025, MSCI Inc. launched the MSCI All Country Public + Private Equity Index, a daily benchmark that combines the MSCI ACWI IMI with a new private equity index built from nearly 10,000 LP‑sourced funds and targets a 15% allocation to private equity.
• By unifying public and modelled private equity exposures in a single framework, the index offers investors a new way to measure “total equity” portfolios and assess diversification across assets that traditional public benchmarks may miss.
• We’ll now examine how MSCI’s push into integrated public–private equity benchmarking could influence its investment narrative and growth drivers.

Find companies with promising cash flow potential yet trading below their fair value.

MSCI Investment Narrative Recap

To own MSCI, you generally need to believe in durable demand for its indices and data as core “infrastructure” for global capital markets. The new public plus private equity index reinforces that narrative by expanding MSCI’s role in private markets, while near term, the bigger swing factor still appears to be how clients and regulators react to its proposed digital asset index rules and any knock on effects for asset based fee growth and reputation risk.

Among recent announcements, the MSCI All Country Public + Private Equity Index launch stands out as most relevant here, because it leans heavily on MSCI’s private markets datasets and GP relationships. That underscores a key catalyst around monetizing private assets solutions, but also intersects with an existing risk that future data sharing constraints or client pushback could limit how far MSCI can extend its private markets and cross asset benchmarks.

Yet even as MSCI expands in private markets, investors should be aware of the growing debate over its treatment of digital asset heavy companies and the potential consequences for...

Read the full narrative on MSCI (it's free!)

MSCI's narrative projects $3.8 billion revenue and $1.6 billion earnings by 2028. This requires 8.5% yearly revenue growth and about a $0.4 billion earnings increase from $1.2 billion today.

Uncover how MSCI's forecasts yield a $657.56 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community currently see MSCI’s fair value between US$524.70 and US$686.08, highlighting wide dispersion in expectations. You are weighing those views against MSCI’s reliance on asset based fees and its evolving stance on digital asset exposures, which could both influence how resilient its index franchise proves over time.

Explore 7 other fair value estimates on MSCI - why the stock might be worth just $524.70!

Build Your Own MSCI Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your MSCI research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free MSCI research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate MSCI's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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