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- **Revenue Growth**: 9% organic growth, driven by 27% Index subscription sales and 16% Analytics expansion.
- **AI Innovation**: $15-20M AI-powered product sales in Q3; targeting 5-15% expense reduction through AI.
- **Private Credit Expansion**: Launching 60+ indices and credit assessments with Moody's to become the private credit data leader.
- **Active ETF Momentum**: $30B AUM growth, 10% QoQ, with no impact on traditional asset management.
- **Margin Outlook**: AI to drive margin expansion via cost savings and new product revenue.

**【CEO Summary Section】**
- **Strong Financial Performance**: Q3 organic revenue growth of 9%, adjusted EBITDA up 10%, and EPS growth of 15%. $1.25 billion in share repurchases year-to-date, with $3 billion authorized for future buybacks.
- **Index Franchise Momentum**: 27% recurring net new subscription sales growth in Index, driven by ETFs linked to MSCI indexes capturing $46 billion in inflows. Asset-based fee run rate growth of 17%.
- **Analytics Expansion**: 16% recurring net new sales growth in Analytics, with hedge funds adopting risk tools. Launched private credit factor model and MSCI PACS taxonomy for private asset classification.
- **AI Integration**: Leveraging AI to enhance products (e.g., geospatial data sets) and reduce costs. AI-powered products contributed $15-20 million in Q3 sales, with potential for 5-15% expense reduction.
- **Client Segment Expansion**: Growing presence in wealth management, private credit, and PCS, with deals in private capital indexes and risk management tools.

**【CFO Financial Commentary】**
- **Index Growth**: Asset-based fee run rate up 17%, ETF AUM at $2.2 trillion. Subscription run rate growth of 9%, with 8% growth among asset managers. New Index products generated $16 million in 12-month sales.
- **Analytics Performance**: 7% subscription run rate growth, 29% increase in Equity Solutions sales. Sustainability & Climate retention rate at 94%, with geospatial tools gaining traction.
- **Private Capital Solutions**: $6 million in new recurring sales, success across wealth, GPs, and endowments. Total plan offering shows momentum.
- **AI Cost Efficiency**: AI reducing operational expenses, with $100 million+ savings potential. Reinvesting savings into innovation to drive growth.

**【Q&A Highlights】**
- **Private Credit Strategy**: Partnering with Moody's for credit assessments, launching 60+ private credit indices. Aiming to become the trusted data source for private credit funds.
- **Active ETFs Growth**: $30 billion AUM in active ETFs, 10% QoQ growth. No cannibalization of traditional asset management; AI-driven index creation enhances offerings.
- **Pipeline Momentum**: Healthy product pipeline in Index, Analytics, and PCS. Sustainability challenges offset by growth in equity and fixed income indices.
- **AI Margin Impact**: AI to boost margins via cost reduction and new product monetization. 2026 target: 5-15% expense reduction through AI adoption.

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