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  5. MSCI INC.

MSCI INC.

Company Details

Name: MSCI INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 04 Nov 1998 (26 years ago)
Entity Number: 2313186
ZIP code: 10528
County: New York
Place of Formation: Delaware
Address: 600 MAMARONECK AVENUE #400, HARRISON, NY, United States, 10528
Principal Address: 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FL., NEW YORK, NY, United States, 10007

Contact Details

Phone +1 212-804-1516

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
5ANK8 Active Non-Manufacturer 2009-01-20 2024-05-09 2029-05-09 2025-04-30

Contact Information
POC ROBERT GOYENECHE
Phone +1 617-502-6702
Fax +1 212-981-7401
Address 250 GREENWICH ST FL 49, NEW YORK, NY, 10007 2340, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (2)
CAGE number 6EKZ6
Owner Type Immediate
Legal Business Name BARRA, LLC
CAGE number 7UVZ0
Owner Type Immediate
Legal Business Name MSCI ESG RESEARCH LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IPD US 401(K) PLAN 2023 134038723 2024-10-11 MSCI INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 48TH FLOOR, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
GMI 401(K) PLAN 2023 134038723 2024-10-11 MSCI INC. 14
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
INVESTOR FORCE, INC. 401(K) PLAN 2023 134038723 2024-10-11 MSCI INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 48TH FLOOR, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2024-10-11
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-11
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
IPD US 401(K) PLAN 2022 134038723 2024-10-18 MSCI INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH ST FL 48, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2024-10-18
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-18
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
INVESTOR FORCE, INC. 401(K) PLAN 2022 134038723 2024-10-18 MSCI INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH ST FL 48, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2024-10-18
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-18
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
GMI 401(K) PLAN 2022 134038723 2024-10-18 MSCI INC. 14
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH ST FL 48, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2024-10-18
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-18
Name of individual signing JENNIFER SANSONE
Valid signature Filed with authorized/valid electronic signature
IPD US 401(K) PLAN 2021 134038723 2022-10-11 MSCI INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 48TH FLOOR, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ADAM GLAZNER
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing ADAM GLAZNER
INVESTOR FORCE, INC. 401(K) PLAN 2021 134038723 2022-10-11 MSCI INC. 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 48TH FLOOR, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing ADAM GLAZNER
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing ADAM GLAZNER
GMI 401(K) PLAN 2021 134038723 2022-10-10 MSCI INC. 15
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing ADAM GLAZNER
Role Employer/plan sponsor
Date 2022-10-10
Name of individual signing ADAM GLAZNER
GMI 401(K) PLAN 2020 134038723 2021-10-04 MSCI INC. 18
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2128045330
Plan sponsor’s address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FLOOR, NEW YORK, NY, 10017

Signature of
Role Plan administrator
Date 2021-10-04
Name of individual signing ADAM GLAZNER
Role Employer/plan sponsor
Date 2021-10-04
Name of individual signing ADAM GLAZNER

Chief Executive Officer

Name Role Address
HENRY A FERNANDEZ Chief Executive Officer 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FL., NEW YORK, NY, United States, 10007

DOS Process Agent

Name Role Address
C/O:UNITED AGENT GROUP INC. DOS Process Agent 600 MAMARONECK AVENUE #400, HARRISON, NY, United States, 10528

Agent

Name Role Address
UNITED AGENT GROUP INC. Agent 600 MAMARONECK AVENUE, #400, HARRISON, NY, 10528

History

Start date End date Type Value
2024-11-05 2024-11-05 Address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FL., NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2023-10-10 2023-10-10 Address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FL., NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2023-10-10 2024-11-05 Address 600 MAMARONECK AVENUE #400, HARRISON, NY, 10528, USA (Type of address: Service of Process)
2023-10-10 2024-11-05 Address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FL., NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2023-10-10 2024-11-05 Address 600 MAMARONECK AVENUE, #400, HARRISON, NY, 10528, USA (Type of address: Registered Agent)
2020-11-17 2023-10-10 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2020-11-17 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2019-01-28 2023-10-10 Address 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2015-01-15 2023-10-10 Address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, 49TH FL., NEW YORK, NY, 10007, USA (Type of address: Chief Executive Officer)
2012-11-14 2015-01-15 Address 7 WORLD TRADE CENTER, 250 GREENWICH STREET, NEW YORK, NY, 10007, USA (Type of address: Principal Executive Office)

Filings

Filing Number Date Filed Type Effective Date
231010001905 2023-10-09 CERTIFICATE OF CHANGE BY ENTITY 2023-10-09
221101001469 2022-11-01 BIENNIAL STATEMENT 2022-11-01
201117060449 2020-11-17 BIENNIAL STATEMENT 2020-11-01
SR-28079 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
SR-28078 2019-01-28 CERTIFICATE OF CHANGE (BY AGENT) 2019-01-28
170510006442 2017-05-10 BIENNIAL STATEMENT 2016-11-01
150115006814 2015-01-15 BIENNIAL STATEMENT 2014-11-01
121114006130 2012-11-14 BIENNIAL STATEMENT 2012-11-01
110114002671 2011-01-14 AMENDMENT TO BIENNIAL STATEMENT 2010-11-01
101206002009 2010-12-06 BIENNIAL STATEMENT 2010-11-01

Awards

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PO AWARD DOCYA132112SE0352 2012-08-03 2013-08-31 2013-08-31
Unique Award Key CONT_AWD_DOCYA132112SE0352_1321_-NONE-_-NONE-
Awarding Agency Department of Commerce
Link View Page

Description
Title PURCHASE OF DIVIDEND YIELD DATA ''IGF::OT::IGF''
NAICS Code 511199: ALL OTHER PUBLISHERS
Product and Service Codes R499: SUPPORT- PROFESSIONAL: OTHER

Recipient Details
Recipient MSCI INC
UEI J7T3YJRS6PP9
Legacy DUNS 808095793
Recipient Address UNITED STATES, 1 CHASE MANHATTAN PLZ, NEW YORK, 100051801
PURCHASE ORDER AWARD 1331L524P13210044 2024-05-16 2025-05-15 2029-05-15
Unique Award Key CONT_AWD_1331L524P13210044_1301_-NONE-_-NONE-
Awarding Agency Department of Commerce
Link View Page

Award Amounts
Obligated Amount 18347.81
Current Award Amount 18347.81
Potential Award Amount 91739.05

Description
Title IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERVICE
NAICS Code 516210: MEDIA STREAMING DISTRIBUTION SERVICES, SOCIAL NETWORKS, AND OTHER MEDIA NETWORKS AND CONTENT PROVIDERS
Product and Service Codes DA10: IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERVICE

Recipient Details
Recipient MSCI INC
UEI J7T3YJRS6PP9
Recipient Address UNITED STATES, 250 GREENWICH ST FL 49, NEW YORK, NEW YORK, NEW YORK, 100072340
PURCHASE ORDER AWARD 50310223P0020 2023-04-01 2025-03-31 2028-04-01
Unique Award Key CONT_AWD_50310223P0020_5000_-NONE-_-NONE-
Awarding Agency Securities and Exchange Commission
Link View Page

Award Amounts
Obligated Amount 82000.00
Current Award Amount 82000.00
Potential Award Amount 220000.00

Description
Title SUBSCRIPTION TO ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) DATA.
NAICS Code 519290: WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
Product and Service Codes DG10: IT AND TELECOM - NETWORK AS A SERVICE

Recipient Details
Recipient MSCI INC
UEI J7T3YJRS6PP9
Recipient Address UNITED STATES, 250 GREENWICH ST FL 49, NEW YORK, NEW YORK, NEW YORK, 100072340
PURCHASE ORDER AWARD 77344424P0023 2024-09-15 2027-09-14 2027-09-14
Unique Award Key CONT_AWD_77344424P0023_7700_-NONE-_-NONE-
Awarding Agency U.S. International Development Finance Corporation
Link View Page

Award Amounts
Obligated Amount 31950.00
Current Award Amount 31950.00
Potential Award Amount 135545.00

Description
Title PRIVATE CAPITAL BENCHMARK CALCULATOR - UNIVERSE ANALYTICS
NAICS Code 561499: ALL OTHER BUSINESS SUPPORT SERVICES
Product and Service Codes R699: SUPPORT- ADMINISTRATIVE: OTHER

Recipient Details
Recipient MSCI INC
UEI J7T3YJRS6PP9
Recipient Address UNITED STATES, 250 GREENWICH ST FL 49, NEW YORK, NEW YORK, NEW YORK, 100072340
PURCHASE ORDER AWARD 19AQMM24P0998 2024-09-09 2025-09-08 2025-09-08
Unique Award Key CONT_AWD_19AQMM24P0998_1900_-NONE-_-NONE-
Awarding Agency Department of State
Link View Page

Award Amounts
Obligated Amount 50500.00
Current Award Amount 50500.00
Potential Award Amount 50500.00

Description
Title MSCI FOR REAL CAPITAL ANALYTICS (RCA) FOR 12 MONTH RENEWAL SERVICE TO EQUIP THE DEPARTMENT OF STATE, AND SPECIFICALLY THE EMPLOYEES OF OBO BUREAU, WITH SPECIALIZED INFORMATION CONTAINING CRITICAL CONTENT, ANALYSIS, AND INSIGHTS CONCERNING REAL CAPITA
NAICS Code 519290: WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
Product and Service Codes DA10: IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERVICE

Recipient Details
Recipient MSCI INC
UEI J7T3YJRS6PP9
Recipient Address UNITED STATES, 250 GREENWICH ST FL 49, NEW YORK, NEW YORK, NEW YORK, 100072340
PURCHASE ORDER AWARD 19AQMM23P1344 2023-09-14 2024-07-15 2024-07-15
Unique Award Key CONT_AWD_19AQMM23P1344_1900_-NONE-_-NONE-
Awarding Agency Department of State
Link View Page

Award Amounts
Obligated Amount 97000.00
Current Award Amount 97000.00
Potential Award Amount 97000.00

Description
Title ---------- COMMENTS: IT REQUEST STATUS: FALSE
NAICS Code 513120: PERIODICAL PUBLISHERS
Product and Service Codes 7630: NEWSPAPERS AND PERIODICALS

Recipient Details
Recipient MSCI INC
UEI J7T3YJRS6PP9
Recipient Address UNITED STATES, 250 GREENWICH ST FL 49, NEW YORK, NEW YORK, NEW YORK, 100072340

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600 MAMARONECK AVENUE #400, HARRISON, NY, United States, 10528

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Date of last update: 12 Nov 2024

Sources: New York Secretary of State

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