TRANSCRIPT

Helping Clients Succeed
Featuring:
Pam Haller, Head of Client Success & Solutions, MSCI

Q:
Where is the industry heading when it comes to driving client success?

Pam Haller:
Client success involves understanding their evolving needs, and delivering your products and services
such that they achieve their desired outcome, results and experience. The technology industry isdriving client success by empowering client organizations to be better informed about the needs oftheir client, such that any interaction is effective and viewed as value-add engagement.
At MSCI, our client organization leverages the aggregate information about a client: their profile andtheir interaction with our products, services and support teams. Through big data technology, asignificant volume of information is transformed into relevant, client -specific information, and madedirectly accessible to our client teams. The information influences the valuable insights delivered
during a client engagement. This information is also used to provide further insight into the client
segments which, in turn, drives our best practice discussions. Big data technology is driving client
success through the timely delivery of information to our client teams, which transforms theinteraction into a highly efficient and collaborative client meeting.

Q:
What does client success mean to MSCI?

Pam Haller:
At MSCI, client success is measured by the retention and longevity of our global client base. And
retention is rewarded when clients achieve their desired outcome. Within the investment community,clients adopt technology and product features at various rates, and client success to MSCI means
supporting the clients’ journey through these transitions. Throughout the engagement, a client’sinvestment and technology requirements evolve, and MSCI has the expertise and the solutions toadapt and enhance the client experience to meet those needs at scale. Whether it is researching a newbenchmark index, emigrating client portfolios as part of a custodial transition plan or supporting thetransition to cloud technology, MSCI gathers a highly skilled team of experts to help our clients realize
a successful outcome. MSCI offers clients the capability to integrate their unique technology
ecosystem with Enterprise products and services to achieve their operational targets.

TRANSCRIPTQ:
How is MSCI driving client success?

Pam Haller:
One of the ways we are driving client success at MSCI is by making our content and services moreaccessible to our clients. Through our technology partnerships we have established a Data Lake andcatalog of MSCI content, in which our clients can explore the richness of MSCI’s data, download
samples to review, and reach out to our support team for more information. This same content is also
accessible via marketplace partnerships, should a client have an established relationship andpreference for distribution.
With our order management system partnerships we deliver integration and collaboratio nopportunities through MSCI’s developer community: a host for MSCI’s data and analytics APIs. Within
the developer community one can explore MSCI’s capabilities, including test -driving an API or reachingout to enquire about further support. Through these new technology distribution options, MSCI isdriving client success by distributing content and services to the technology platforms our clientschoose.

Q:
How do the people MSCI brings in support client success?

Pam Haller:
The people MSCI brings in are those intrigued by the investment process, and those willing tochallenge the status quo. They are curious about our clients, and how our products and services assist
clients with differentiation to achieve their own success. To a client engagement, MSCI will bring th eright skills for the challenge presented by our clients. Whether it is someone from research, technology
or product development, MSCI supports client success by identifying the right team to assist ourclients as they leverage our products and services to achieve their own success.

Q:
How does MSCI’s support differ from competitors’?

Pam Haller:
We provide MSCI expertise. These are our people, our employees, and we pride ourselves on it. And it
Is not just the talent that we bring in, but how we grow our employees to influence and assist ourclients’ success. Not only do they bring their expertise, from research to account management toTRANSCRIPTtechnology, but our employees grow and transform with our clients; they are there throughout ourclients’ journey.

TRANSCRIPT
About MSCIMSCI is a leading provider of critical decision support tools and services for the global investment community.
With over 50 years of expertise in research, data and technology, we power better investment decisions byenabling clients to understand and analyze key drivers of risk and return and confidently build more effective
portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into andimprove transparency across the investment process. To learn more, please visit www.msci.com.

This document and all of the information contained in it, including without limitation all text, data, graphs, charts (collectively, the “Information” ) is the property of MSCI Inc. or its subsidiaries(collectively, “MSCI”), or MSCI’s licensors, direct or indirect suppliers or any third party involved in making or compiling any Information (collectively, with MSCI, the “Information Providers”)
and is provided for informational purposes only. The Information may not be modified, reverse-engineered, reproduced or redisseminated in whole or in part without prior written permission
from MSCI.
The Information may not be used to create derivative works or to verify or correct other data or information. For example ( but without limitation), the Information may not be used to create
indexes, databases, risk models, analytics, software, or in connection with the issuing, offering, sponsoring, managing or marketing of any securities, portfolios, financial products or otherinvestment vehicles utilizing or based on, linked to, tracking or otherwise derived from the Information or any other MSCI data, information, products or services.
The user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. NONE OF THE INFORMATION PROVIDERS MAKES ANY EXPRESS OR
IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION (OR THE RESULTS TO BE OBTAINED BY THE USE THEREOF), AND TO THE MAXIMUM EXTENTPERMITTED BY APPLICABLE LAW, EACH INFORMATION PROVIDER EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIESOF ORIGINALITY, ACCURACY, TIMELINESS, NON-INFRINGEMENT, COMPLETENESS, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE
INFORMATION.
Without limiting any of the foregoing and to the maximum extent permitted by applicable law, in no event shall any Information Provider have any liability r egarding any of the Information
for any direct, indirect, special, punitive, consequential (including lost profits) or any other damages even if notified of the possibility of such damages. The foregoing shall not exclude orlimit any liability that may not by applicable law be excluded or limited, including without limitation (as applicable), any liability for death or personal injury to the extent that such injury resultsfrom the negligence or willful default of itself, its servants, agents or sub-contractors.
Information containing any historical information, data or analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Pastperformance does not guarantee future results.
The Information should not be relied on and is not a substitute for the skill, judgment and experience of the user, its management, employees, advisors and/or clients when making investment
and other business decisions. All Information is impersonal and not tailored to the needs of any person, entity or group of persons.
None of the Information constitutes an offer to sell (or a solicitation of an offer to buy), any security, financial product or other investment vehicle or any trading strategy.
It is not possible to invest directly in an index. Exposure to an asset class or trading strategy or other category represented by an index is only available through third party investable
instruments (if any) based on that index. MSCI does not issue, sponsor, endorse, market, offer, review or otherwise express any opinion regarding any fund, ETF, derivative or other security,investment, financial product or trading strategy that is based on, linked to or seeks to provide an investment return related to the performance of any MSCI index (collectively, “Index LinkedInvestments”). MSCI makes no assurance that any Index Linked Investments will accurately track index performance or provide positive investment returns. MSCI Inc. is not an investment
adviser or fiduciary and MSCI makes no representation regarding the advisability of investing in any Index Linked Investments.
Index returns do not represent the results of actual trading of investible assets/securities. MSCI maintains and calculates indexes, but does not manage actual assets. Index returns do notreflect payment of any sales charges or fees an investor may pay to purchase the securities underlying the index or Index Linked Investments. The imposition of these fees and charges
would cause the performance of an Index Linked Investment to be different than the MSCI index performance.
The Information may contain back tested data. Back-tested performance is not actual performance, but is hypothetical. There are frequently material differences between back testedperformance results and actual results subsequently achieved by any investment strategy.
Constituents of MSCI equity indexes are listed companies, which are included in or excluded from the indexes according to the application of the relevant index methodologies. Accordingly,
constituents in MSCI equity indexes may include MSCI Inc., clients of MSCI or suppliers to MSCI. Inclusion of a security within an MSCI index is not a recommendation by MSCI to buy, sell,or hold such security, nor is it considered to be investment advice.
Data and information produced by various affiliates of MSCI Inc., including MSCI ESG Research LLC and Barra LLC, may be used in calculating certain MSCI indexes. More information canbe found in the relevant index methodologies on www.msci.com.
MSCI receives compensation in connection with licensing its indexes to third parties. MSCI Inc.’s revenue includes fees based on assets in Index Linked Investments. Information can befound in MSCI Inc.’s company filings on the Investor Relations section of www.msci.com.
MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc. Except with respect to any applicable productsor
services from MSCI ESG Research, neither MSCI nor any of its products or services recommends, endorses, approves or otherwise expresses any opinion regarding any issuer, securities,
financial products or instruments or trading strategies and MSCI’s products or services are not intended to constitute investment advice or a recommendation to make (or refrain frommaking) any kind of investment decision and may not be relied on as such. Issuers mentioned or included in any MSCI ESG Research materials may include MSCI Inc., clients of MSCI orsuppliers to MSCI, and may also purchase research or other products or services from MSCI ESG Research. MSCI ESG Research materials, including materials utilized in any MSCI ESG
Indexes or other products, have not been submitted to, nor received approval from, the United States Securities and Exchange Commission or any other regulatory body.
Any use of or access to products, services or information of MSCI requires a license from MSCI. MSCI, Barra, RiskMetrics, IPD and other MSCI brands and product names are the trademarks,service marks, or registered trademarks of MSCI or its subsidiaries in the United States and other jurisdictions. The Global Industry Classification Standard (GICS) was developed by and is
the exclusive property of MSCI and Standard & Poor’s. “Global Industry Classification Standard (GICS)” is a service mark of MSCI and Standard & Poor’s.
MIFID2/MIFIR notice: MSCI ESG Research LLC d oes not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provideexecution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG
Research is an independent provider of ESG data, reports and ratings based on published methodologies and available to client s on a subscription basis. We do not provide custom or oneoff ratings or recommendations of securities or other financial instruments upon request.
Privacy notice: For information about how MSCI ESG Research LLC collects and uses personal data concerning officers and direc tors, please refer to our Privacy Notice at
https://www.msci.com/privacy-pledge.