In a past life as a research analyst, our group covered index families, as most of our clients equity exposures were passive Without exception, we recommended MSCI for all international exposure whereas In the U.S. there are many fine choices
I'm beginning to understand $MSCI's sky-high forward multiple - they seem to be the biggest winner in Asia to date with the most exposure. APAC is:
- 17% of their total subscription base
- 21% of their Index business
- 16% of their analytics unitpic.twitter.com/xMXvuzhBEv
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So beyond MSCI having a great business model; SaaS + AUM based, excellent management they have the tailwinds of international move to passive, growth as EM middle class increases their investments And BLK re-upping for 10 years helps!
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