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MSCI logoMSCI MSCI

MSCI said C.D. Baer Pettit notified the company of his decision to retire on November 12, 2025, and he ceased serving as Chief Operating Officer effective that date. The company disclosed that he will cease serving as President and as a member of the Board of Directors effective March 1, 2026.

8-KDeparture or Appointment of Directors or Certain OfficersFiled Period of report Summary published (UTC)

Key points

AI summary

  1. MSCI said C.D. Baer Pettit notified the company of his decision to retire on November 12, 2025, and he ceased serving as Chief Operating Officer effective that date. The company disclosed that he will cease serving as President and as a member of the Board of Directors effective March 1, 2026.

  2. MSCI said Chief Executive Officer Henry A. Fernandez will assume the role of President effective March 1, 2026, with no changes to his compensation. The company disclosed that the Board approved a reduction in the size of the Board from 12 to 11 directors, effective the same date.

  3. MSCI said it intends to enter into an advisory service arrangement with Pettit, pursuant to which he will provide certain advisory services from March 1, 2026 through a date in Q3 2026 to ensure a smooth and orderly transition of his responsibilities.

  4. The company said in its press release that it appointed Alvise Munari as Head of Client Segments in addition to his role as Chief Product Officer, and appointed Jorge Mina as Chief Operating Officer in addition to his role as Head of Analytics.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

C.D. Baer Pettit Retirement and Chief Operating Officer Resignation

MSCI said C.D. Baer Pettit notified the company of his decision to retire on November 12, 2025, and he ceased serving as Chief Operating Officer effective that date. The company disclosed that he will cease serving as President and as a member of the Board of Directors effective March 1, 2026.

Source · Based on the filing body and exhibits

Henry A. Fernandez to Assume President Role and Board Size Reduction

MSCI said Chief Executive Officer Henry A. Fernandez will assume the role of President effective March 1, 2026, with no changes to his compensation. The company disclosed that the Board approved a reduction in the size of the Board from 12 to 11 directors, effective the same date.

Source · Based on the filing body and exhibits

Pettit Advisory Service Arrangement

MSCI said it intends to enter into an advisory service arrangement with Pettit, pursuant to which he will provide certain advisory services from March 1, 2026 through a date in Q3 2026 to ensure a smooth and orderly transition of his responsibilities.

Source · Based on the filing body and exhibits

Alvise Munari and Jorge Mina Appointed to New Roles

The company said in its press release that it appointed Alvise Munari as Head of Client Segments in addition to his role as Chief Product Officer, and appointed Jorge Mina as Chief Operating Officer in addition to his role as Head of Analytics.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗
Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.