Meeting Takeaways: Strong Private Assets Franchise Positioned to Accelerate

Research evidence excerpt

Meeting Takeaways: Strong Private Assets Franchise Positioned to Accelerate

the past two years as private real estate funds have faced challenges since interest rates

began to rise in 2022, as well as the negative impact of COVID on central business

districts.

Going forward, management is bringing products to market in growth areas that

include opportunistic and value add real estate strategies (where the focus is on

repurposing real estate) and infrastructure. The infrastructure asset class has seen strong

double-digit growth with AI-driven demand for data centers aiding this growth. MSCI

has several products in the market geared towards data centers, as well as infrastructure

indexes, and plans to grow its infrastructure product offering and business significantly.

Particularly focused on benchmarks & portfolio solutions

MSCI's view is that private assets 'infrastructure' (risk and performance frameworks,

benchmarks, taxonomy and classification, systematic data extraction) is behind the

curve considering the strong growth that the industry has experienced. The company

has significant opportunity to provide solutions that meet this need, particularly in

benchmarking and portfolio monitoring & reporting.

Total portfolio management is a key strategy for MSCI's private asset business. MSCI's

Total Plan Manager helps investors understand exposures, concentration, performance,

cash modeling, as well as scenario planning, capital markets assumptions/shocks,

uniformly across the whole portfolio (public equities, fixed-income, and private assets).

The sophisticated offering is particularly strong for complicated large, multi-asset class

portfolios. Additionally, one of MSCI's unique services is that it can source all positions