MSCI Launches Breakthrough Index Integrating Public Markets and Private Equity

Thursday 04 December 2025 14:01

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MSCI Inc. (NYSE: MSCI) launched the MSCI All Country Public + Private Equity Index, An innovative daily index that combines broad public markets and private equity views in one coherent framework. This launch marks a major shift in the way investors assess total equity exposure and measure performance across their portfolios.

As private markets become increasingly integrated into investment portfolios, private equity is becoming a core component of total portfolio allocations, contributing to diversification, potential long-term returns, and exposure to segments of the economy not captured by public markets. Reflecting the evolving structure of investors’ portfolios, this index sets a new standard for tracking global equity performance in public and private markets.

The index combines the flagship MSCI ACWI IMI index, which represents the performance of all equity opportunities listed on developed and developing country stock exchanges and serves as a benchmark for approximately USD 5.6 trillion in assets under management.¹and the new MSCI All Country Private Equity Index, which is a daily measure based on MSCI’s proprietary collection of cash flow data sourced from LPs and the valuations of nearly 10,000 private equity funds. This integrated approach allows the index to reflect the universe of investable public equity and private equity exposure models within a consistent global equity framework.

Backed by MSCI’s combined index expertise and research and data capabilities, the MSCI All Country Public + Private Equity Index methodology is designed to provide transparency and a consistent approach to index construction, maintenance and rebalancing that aligns with MSCI index design principles. The index, with a target allocation to private equity set at 15%, is calculated daily based on deviation weights and the daily performance of each index component. This index is reviewed and rebalanced quarterly to maintain consistency with target allocation weights. In each review, the most recent available component index data is combined, and the weighting factors are reset to the target allocation. Rebalancing is carried out in accordance with MSCI’s index maintenance policy which provides continuity and comparability over time.

“This index is a milestone in our mission to make private markets more transparent and accessible,” he said Luke Flemmer, Head of Private Assets at MSCI. “This reflects MSCI’s unique combination of high-quality data, world-class research and index distribution capabilities, and expands our private asset toolkit that provides investors with a simpler way to access, benchmark and allocate private capital.”

This launch reflects MSCI’s broader commitment to equip investors with the tools, research and data needed to support decision-making across their portfolios. To learn more, visit MSCI Personal Assets.

¹ As of June 30, 2025. Active institutional AUM includes separate/separate AUM, joint/combined AUM, and mutual fund institutional AUM. Active retail funds include open-ended funds, closed-end funds and insurance product funds. AUM also includes indexed assets and notional open interest in futures and options, based on MSCI internal data. For funds that do not report AUM as of June 30, 2025, the prior period value is used as an estimate.

About MSCI

MSCI Inc. (NYSE: MSCI) powers global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indices, powered by advanced technology, set the standard for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private market sponsors and investors, hedge funds, wealth managers, banks, insurance companies and corporations. To learn more, please visit www.msci.com.

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events or performance and involve risks that could cause actual results or performance to differ materially and you should not place undue reliance on them. Risks that could affect results or performance are contained in MSCI’s Annual Report on Form 10-K for the most recent fiscal year ended December 31 filed with the SEC. MSCI undertakes no obligation to update any forward-looking statements. No information herein constitutes investment advice or should be relied upon. MSCI grants no right or license to use its products or services without an appropriate license. MSCI MAKES NO EXPRESS OR IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR OTHERWISE WITH RESPECT TO THE INFORMATION THEREIN AND DISCLAIMS ALL LIABILITY TO THE FULLEST EXTENT PERMITTED BY LAW.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251204577232/en/

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