We advised MSCI on the acquisition

Davis Polk advised MSCI Inc. on the acquisition of Compass Financial Technologies. Terms of the transaction were not disclosed.

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. MSCI’s research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help clients understand risks and opportunities so they can make better decisions and unlock innovation. MSCI serves asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

Compass Financial Technologies is a Swiss index services provider.

The integration of Compass will extend MSCI’s reach across asset classes to meet growing investor demand for sophisticated, customized, and diversified index strategies. Through this acquisition, MSCI will have the ability to create, calculate and customize complex multi-asset indexes that integrate global equities, fixed income, commodities, digital assets, currencies and derivatives. Additionally, this enables MSCI to calculate custom indexes that include derivative layers. This expanded opportunity set will allow investors to benchmark risk and performance, create investible products and inform portfolio construction decisions across a wider range of asset classes.

Davis Polk previously advised on MSCI’s acquisition of Foxberry in 2024. Together, these transactions accelerate MSCI’s ability to timely deliver end-to-end solutions for complex, customized cross-asset indexes – all to be integrated within MSCI’s trusted governance and operational framework.

The Davis Polk corporate team included partner William J. Chudd, counsel William Tong and associate Sophie Vacikar Bessisso. Members of the Davis Polk team are based in the London and New York offices.

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