PRESS RELEASEMSCI transforms risk analytics for the future with
new GenAI-powered tool and modelling technology
MSCI AI Portfolio Insights and Macro Finance Analyzer will help investors identify, manage, andanalyze data-driven portfolio risks
NEW YORK – June 10, 2024 – MSCI Inc. (NYSE: MSCI), a leading provider of mission-critical decision
support tools and services for the global investment community, today launched MSCI AI Portfolio
Insights. Combining generative artificial intelligence (“GenAI”) with MSCI’s award-winning analytics
tools and advanced modelling technologies, MSCI AI Portfolio Insights is designed to help investors
better identify and manage potential emerging risks that dynamic markets pose to their portfolios.
MSCI has combined its extensive risk and performance modelling capabilities with GenAI to enhancerisk reporting. MSCI AI Portfolio Insights aims to create efficiencies and deliver insights to institutionalrisk and portfolio managers by helping identify and analyze the most salient information in risk reports
before the working day starts.
Investors can use MSCI AI Portfolio Insights’ interactive capabilities to drill further into changes in theirportfolios without any need for code or extensive user interface dropdowns. MSCI AI Portfolio Insights
merges generated text with modern dashboards and cloud-based technology to enhancecommunication and efficiency in risk and portfolio management. These tools aim to empower risk
management teams at asset managers, hedge funds and asset owners to drive collaboration acrosstheir firm's investment teams.
Traditionally, risk managers have invested significant time and resources integrating complex modelsto process, clean, generate, store, and extract all data necessary to provide a comprehensive overview
of risk and performance. Today, risk leaders at investment firms face increased pressure to deliver both
enterprise-wide risk monitoring on a growing number of portfolios and risk advisory services to theirinvestment teams. At the same time, global challenges like climate change, geopolitical tensions,macroeconomic uncertainty, and technological advancements have created new investment challenges
and opportunities for risk leaders to monitor.
MSCI AI Portfolio Insights leverages proprietary algorithms to curate large volumes of data, aiming tosurface the most important factors impacting risk and performance and connecting them asappropriate to market events. It also features an AI agent to help risk managers further understand anddecompose the risk and performance drivers. Based on natural language interaction, the assistant cananswer complex questions about portfolios.
“Institutional investors both can and must shift their risk teams from being largely control-oriented toalso being an investment-focused function,” said Ashley Lester, Chief Research Officer at MSCI. “WithMSCI AI Portfolio Insights, we are transforming risk reporting to make it more insightful and moreaccessible to investment decision makers. Risk should not be just about monitoring: it should be aboutproviding investors with actionable insights.”
MSCI also introduced the Macro Finance Analyzer today, leveraging MSCI’s financial modeling andstress-testing capabilities. This tool is designed to test how changes to macroeconomic conditions

could affect a portfolio’s risks and returns across asset classes, supporting investors’ asset allocationdecisions. Users can explore and test a wide variety of conditions, with the ability to adjust expectations
for rapidly evolving market events and trends – like potential impacts of interest rate changes orchanges in long-term economic growth.
“At MSCI, we have observed a shift in the relationship between investment and risk management teams,
driven by senior investment leaders’ growing demand for the integration of risk analytics into theinvestment process,” said Jorge Mina, Head of Analytics at MSCI. “Risk teams must seek efficiencies,
modernize processes, and enhance the guidance they offer to the entire investment organization. To
accomplish these goals and increase collaboration with portfolio managers, risk managers need theright toolkit, which is now provided on a single platform by MSCI.”MSCI’s portfolio analytics tools are available on MSCI ONE, a cloud-based technology platform thatcombines flexible distribution, cloud delivery, dashboards, and visualizations. Launched in 2022, theplatform enables users to seamlessly navigate MSCI’s robust analytics to help them identify keyinsights, innovate rapidly, and build investment portfolios that seek to deliver better strategic outcomes.
-EndsAbout MSCI Inc.
MSCI is a leading provider of critical decision support tools and services for the global investmentcommunity. With over 50 years of expertise in research, data, and technology, we power better
investment decisions by enabling clients to understand and analyze key drivers of risk and return andconfidently build more effective portfolios. We create industry-leading research-enhanced solutions thatclients use to gain insight into and improve transparency across the investment process. To learn more,
please visit www.msci.com.

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This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate tofuture events or performance and involve risks that may cause actual results or performance differ materially and you should not place undue reliance on them. Risks thatcould affect results or performance are in MSCI’s Annual Report on Form 10-K for the most recent fiscal year ended on December 31 that is filed with the SEC. MSCI does notundertake to update any forward-looking statements. No information herein constitutes investment advice or should be relied on as such. MSCI grants no right or license touse its products or services without an appropriate license. MSCI MAKES NO EXPRESS OR IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULARPURPOSE OR OTHERWISE WITH RESPECT TO THE INFORMATION HEREIN AND DISCLAIMS ALL LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY LAW