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Monthly Investor Q&A

June 17, 2022

Do you have long-term profitability targets? Do these include a commitment to increase margins over time? It seems to us that you are facing more inflationary pressure in your business or are investing much more heavily. The factors that you cite as sources of compensation pressure are the same factors a lot of companies are experiencing, but they are not seeing the same margin pressure you are experiencing. What segments and products are the biggest sources of investment?

June 17, 2022

Is Sustainalytics your primary, “targeted” ESG focused product – is there a roadmap to add more? What is unique and distinctive about this product? What are you doing to improve the value proposition of this product? Where are you having the most success by customer type? What is the growth rate among buy side investors—lower or higher than average? What is the opportunity for this product over five years? What data sources are you using to collect ESG information?

June 17, 2022

We like the uniqueness of PitchBook and there seems to be unmet need for evaluating the ESG profile of a private company. What is the opportunity in this business—how penetrated is it? How are you integrating, if at all, ESG analysis into private companies? Are you including private companies in Sustainalytics or are you including ESG data directly into PitchBook?

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