Is MSCI’s (MSCI) AI Pivot and Capital Returns Quietly Redefining Its Core Investment Story?

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MSCI Inc. recently reported strong Q4 2025 results and announced a dividend alongside significant share repurchases. The company is actively investing in AI-enabled tools, highlighted at the UBS Financial Services Conference, aiming to enhance its data-driven investment solutions. This strategy, combined with a focus on capital returns, suggests MSCI is balancing innovation with shareholder value, while maintaining its core belief in index-linked investing.

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