01—Abstract
Summary
Summary of the 8-K filed November 17, 2025. Cited figures are marked; the original filing is the authoritative source.
MSCI Inc. (NYSE: MSCI) disclosed in this Form 8-K, dated November 17, 2025, that C.D.
Baer Pettit, its President and Chief Operating Officer and a Board member, will retire. Mr. Pettit ceased serving as COO effective November 12, 2025, and will cease serving as President and as a director effective March 1, 2026. The company intends to enter into an advisory arrangement with him for the period from March 1, 2026 through a date in the third quarter of 2026 to ensure an orderly transition of his responsibilities.
Chairman and CEO Henry A. Fernandez will assume the role of President effective March 1, 2026, with no change to his compensation. The Board has approved reducing its size from twelve to eleven directors, also effective March 1, 2026.
The company also announced senior leadership changes in a press release furnished as Exhibit 99.1. Alvise Munari was appointed Head of Client Segments in addition to his role as Chief Product Officer, and Jorge Mina was appointed Chief Operating Officer in addition to his role as Head of Analytics. The company states these changes are intended to accelerate growth in new client segments, enhance product innovation, and expand operational scale and efficiency.
02—Key points
Key Highlights
- C.D. Baer Pettit ceased serving as Chief Operating Officer effective November 12, 2025, and will leave the President role and Board seat effective March 1, 2026, citing retirement.
- Henry A. Fernandez, Chairman and CEO, will assume the President title effective March 1, 2026, with no change to his compensation.
- The Board approved reducing its size from twelve to eleven directors, effective March 1, 2026.
- Mr. Pettit will provide advisory services from March 1, 2026 through a date in the third quarter of 2026, under an advisory arrangement the company intends to enter into.
- Alvise Munari was appointed Head of Client Segments in addition to his role as Chief Product Officer, to drive expansion of products for new use cases and client segments.
- Jorge Mina was appointed Chief Operating Officer in addition to his role as Head of Analytics, to lead integrated operations across all products and functional areas.
- The company states the leadership changes are intended to accelerate growth in new client segments, enhance product innovation, and expand operational scale and efficiency.
03—Questions
Frequently Asked Questions
Why is Baer Pettit leaving MSCI?
Mr. Pettit notified the company on November 12, 2025 of his decision to retire. He joined MSCI in 2000, was appointed COO in 2015, President in 2017, and joined the Board in 2023.
Who is taking over Mr. Pettit's responsibilities?
Henry A. Fernandez will assume the President title effective March 1, 2026. Jorge Mina has been appointed COO, and Alvise Munari has been appointed Head of Client Segments while remaining Chief Product Officer.
Will Mr. Pettit remain involved with the company after retiring?
Yes. The company intends to enter into an advisory service arrangement with him from March 1, 2026 through a date in the third quarter of 2026 to ensure a smooth and orderly transition.
Does the leadership change affect Mr. Fernandez's pay?
No. The filing states there are no changes to Mr. Fernandez's compensation in connection with his assumption of the President role.
How is the Board composition changing?
Effective March 1, 2026, the Board approved reducing its size from twelve to eleven directors, following Mr. Pettit's departure from the Board.
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