MSCI announced it has acquired Compass Financial Technologies, an index services provider specializing in index calculation for alternative and multi-asset classes, including commodities and cryptocurrencies.
The acquisition strengthens MSCI’s capabilities in index calculation and customization as investors increasingly seek diversified strategies spanning multiple asset classes. By integrating Compass’ technology and expertise, MSCI aims to broaden its ability to design complex indexes that incorporate a wide range of financial instruments.
Through the acquisition, MSCI will gain expanded capabilities to create, calculate and customize multi-asset indexes that integrate global equities, fixed income, commodities, digital assets, currencies and derivatives. The enhanced platform will also enable the calculation of custom indexes that include derivative layers, helping investors benchmark risk and performance, develop investible products and support portfolio construction decisions across more diverse markets.
MSCI said the transaction builds on its long-standing work in index innovation across both public and private assets. The company added that the investment reflects its broader commitment to delivering scalable, technology-driven solutions that improve transparency and support investment decision-making in global financial markets.
The acquisition also complements MSCI’s 2024 purchase of Foxberry, another move aimed at strengthening the company’s ability to deliver complex, customized cross-asset index solutions within its governance and operational framework.
Financial terms of the transaction were not disclosed, and MSCI said the deal is not expected to have a material financial impact on the company. Compass Financial Technologies’ results will be reported within MSCI’s Index segment.
KEY QUOTES:
“Investor strategies are evolving fast, and we are committed to ensuring our index offering evolves in lockstep with our clients’ needs. Compass has been a trusted partner for MSCI. This acquisition further secures the long-term continuity of MSCI indexes calculated by Compass, while unlocking new opportunities for innovation across both traditional and alternative asset classes.”
Jana Haines, Head Of Index At MSCI
“Over the past eight years, Compass has developed an advanced innovation-driven index calculation platform. This capability is being integrated to enable MSCI to scale more rapidly, broaden its multi-asset, alternative and highly-customized index offerings, and further strengthen its leadership in index innovation.”
Guillaume Le Fur, CEO Of Compass Financial Technologies
