We had the pleasure of speaking with Marc Rubinstein, author of Net Interest, about his article, The Business of Benchmarking.
Marc’s post was prompted by the announcement of S&P Global merging with IHS Markit in a $44 billion all-stock deal.
At the outset of his article, Marc quotes the senior vice president of investor relations at S&P Global:
“Yes, we think of ourselves as a benchmark company. I mean, data is in vogue now, and people are really kind of a bit obsessed with data, data companies… I think data is nice, it’s interesting. But if you could turn something to a benchmark, it really transcends data.”
We hope this is the first conversation of many with Marc, whose Net Interest newsletter we have found truly exceptional. Our goal is to bring you Marc’s insights into the financial sector on a regular basis.
Marc is a fellow MOI Global member and former hedge fund manager, with 25 years of experience in the financial sector. Net Interest is a weekly newsletter of insight and analysis from the world of finance. Each post explores a theme trending in the sector. Between fintech, economics and investment cycles—there’s always something to talk about!
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About:
Marc Rubinstein serves as managing partner of Fordington Advisors. He is a former analyst and hedge fund manager, most recently at Lansdowne Partners, with 25 years of experience in the financial sector. He is the author of Net Interest, a weekly newsletter of insight and analysis from the world of finance. Enjoyed by the most senior executives and smartest investors in the industry, it casts light on this important sector in an easy-to-read style. Each post explores a theme currently trending in the sector. Between fintech, economics and investment cycles—there’s always something to talk about!
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