MSCI, every mention
45 scenes, the whole family · ← back to MSCI
tap a year for its mentions
every year anyone Dominic Garcia 7Daniel Graña 6Ted Seides 5James Aitken 4Sulaiman Alderbas 3Doug Phillips 3Tom Lydon 2Raphael Arndt 2Nick Rohatyn 2Mason Morfit 2
Verbatim, from the transcripts: the passages where MSCI comes up
Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)
- ▶ 54:29 Nicholas (Nick) Csicsko The ACWI's exposure to country Y, we need to be trimming there.
Kieran Goodwin – Private Credit Concerns (EP.494)
- ▶ 45:21 Kieran Goodwin If you get a big default cycle, S&P is down, MSCI is down, so private equity has to be down.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 39:47 Ryan Lovell More good financial advice from index curators, like the SMPs, the MSCI's, they have a massive role in this as well.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
- ▶ 39:12 Nick Rohatyn MSCI up 30 plus percent.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 1:00:08 Mike Gitlin During that thirty-year period, if you look at MSCI, all-country world, and you do it in Euro terms, I think it's about eight or eight and a half percent return.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 53:32 Jay Ripley In many cases, there are, I don't know, a couple of thousand stocks within Acquia, maybe more.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 29:53 Mason Morfit Rob did something similar to MSCI, bore you guys to death with example after example of applying these methods to kind of make it a us project, us and the management team and the board working together to get to truth and get to…
- ▶ 41:07 Mason Morfit You're picking that scab there, Ted, because as many of our LPs remind us, we sold a little too early on a couple of these things, including Microsoft and MSCI.
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
- ▶ 26:20 Raphael Arndt From a portfolio construction point of view, for example, we have a significant overweight to emerging market equities when you just look at, for example, the MSCI All Countries Index.
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 1:08:45 Ed Grefenstette And Japanese stocks were, at that time, 45% of the MSCI world, and the US was 33%. 2 times in the scene
Shannon O'Leary – Relationship Capital Investing at St. Paul & Minnesota Foundation (EP.435)
- ▶ 55:38 Shannon O'Leary It's worked its way all the way through ACQUI-IMI.
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 13:06 Eric Peters So one is the S&P, another is the NASDAQ, and then MSCI world.
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- ▶ 29:00 Muthu Muthiah So our equity benchmark is MSCI Acquity.
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 40:39 Kimberly Sargent And if you look at history and you cut out the most recent vintages that are not mature, but look at the 20 years of vintages before that, and you look at buyout funds versus a public market equivalent like MSCI World, the median buyout…
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 6:26 Richard Craib and we ended up making a very good global equity fund that tracked that all country world index and ended up, uh, performing really quite well.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 32:56 Colin Smith Basically, Ted, our portfolio trades at half the price and triple the yield of ACQUI.
Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
- ▶ 15:53 Florian Bartunek So, when you look at the Ibovespa or the MSCI, again, commodities are the majority of the index plus large banks.
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- ▶ 4:34 Ted Seides Ethan was the founder and CEO of New York Stock Exchange listed Risk Metrics Group until it was bought by MSCI in 2010.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 16:35 Daniel Graña So for better, for worse, and I think for worse, we have to live with MSCI. 6 times in the scene
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- ▶ 31:50 Sulaiman Alderbas We had the beta to the MSCI of 24 basis points and a negative alpha. 3 times in the scene
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 29:44 Dominic Garcia So private equity in a very simplistic way has maybe two return streams relative to our beta book, private equity, we're benchmarking to the MSCI world. 6 times in the scene
- ▶ 34:52 Dominic Garcia So for instance, we're going to be long MSCI world and short Japan, or just as an example, what you're really hedging out is that residual.
Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
- ▶ 30:10 Lauren Taylor Wolfe His name is George Seraphim, and he actually just put out research that demonstrated the more a company discloses about ESG factors, the greater the dispersion in ratings from folks like MSCI and Sustainalytics. 2 times in the scene
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
- ▶ 43:40 Tony Davis So we look for companies where the CEO has been in the seat, 15 years or longer, and where NSCI or Sustainalytics gives them a bottom quartile score on governance.
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 23:59 Wendy Cromwell Both of those portfolios are trying to beat, in this case, a benchmark, which is ACQUI.
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 38:35 Doug Phillips We also benchmark against ACWI, not the S&P. 2 times in the scene
- ▶ 41:07 Doug Phillips And on the long side, we want to see our performance, obviously, against the long side, preferably the ACWI.
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 22:24 James Aitken Yes, because there are already plenty of existing ESG strategies and ESG indices, whether it be ES, Bloomberg or MSCI, and we can go down the list.
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- ▶ 35:38 Peter Kraus So for that manager, we charge what the global MSCI ETF charges, which in the United States is 32 basis points.
Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)
- ▶ 52:03 Dawn Fitzpatrick Now I think the MSCI is up just over three percent, but it's been a pretty wild ride.
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 20:05 Jon Hirtle So you start out with sort of the all country world index, a max, the widest, broadest index you can.
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- ▶ 26:20 Raphael Arndt From a portfolio construction point of view, for example, we have a significant overweight to emerging market equities when you just look at, for example, the MSCI All Countries Index.
Kristian Fok – Australia's CBUS Superannuation CIO (Capital Allocators, EP.66)
- ▶ 16:40 Kristian Fok We introduced MSCI Barrow as a risk system that we
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 1:01:21 Josh Wolfe But I think that the ETFs and people like MSCI that are constructing these things and the Black Rocks at all, I mean, they basically have one algorithm, which is if money comes in, buy.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 56:01 James Aitken Now, of course, it is easier, and it's taken a while, to plug Chinese equities into the MSCI indices. 3 times in the scene
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 44:45 Ted Seides I don't know if you're using, you know, global equities, you're using a AQI benchmark or something, you're talking about tilts relative to that?
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 27:04 Richard Lawrence That are now being resolved, and now we're, we're in the early stages where we're building blue chips, just like we're building blue chips in China now, the way we built blue chips in Thailand or Indonesia or, or Taiwan years ago, and, and…
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 31:42 Mario Therrien I think it's three percent of the MSCI world.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 32:33 Josh Brown So you're not paying the royalty fee to MSCI, but there are country differences.
- ▶ 37:25 Josh Brown So to just look at MSCI Europe and say,
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 46:56 Patrick O'Shaughnessy So part of your success or lack of success is going to be, do you choose the S&P, or do you choose the MSCI ACQUI?
- ▶ 50:32 Ted Seides If you want it to be, say, the Morgan Stanley World Index, that's fine, too, and have a cash return for half of it and the market return for the other half.
- ▶ 52:07 Ted Seides So I'm going to answer that question, but before I want to talk about your, your earlier point, which was very true about the S and P 500 and Morgan Stanley world or, or a more global representative portfolio. 2 times in the scene