MSCI, every mention
6 scenes (2025), the whole family · ← back to MSCI
tap a year for its mentions
every year 2025 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
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.