MSCI Inc at RBC Capital Markets Global Financial Institutions Conference Transcript
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Ashish Sabadra, and I cover business and information services company here at RBC Capital Markets. We are excited to host Luke. Luke Flemmer, who heads private capital -- Private Assets, sorry, at MSCI.
So Luke, I'll kick off with a question that we're getting across all our info services coverage universe. It's about Gen AI and the moats around the business. So maybe if you can help us or talk about what are the moats around the Private Asset business. Where do you get the data? How do you source the data?
How much of it is proprietary? And what are the moats around the data?
Yes, sure. Great question. And obviously, Gen AI is is very much accelerating the ability to do data collection at scale. So if the data is available, if it's ambient, then the ability to go and source that data and coalesce it is being greatly accelerated by Gen AI and that's obviously creating threats. To moats we're traditionally essentially
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