MSCI, every mention
7 scenes (2020), the whole family · ← back to MSCI
tap a year for its mentions
every year 2020 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
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.