MSCI Inc. (NYSE: MSCI), a leading provider of investment
decision support tools worldwide, today published the year-to-date
(YTD) 2012 performance of its MSCI Indices, revealing a vigorous
rebound in global equity markets, following the global slowdown
experienced in 2011.
Major financial markets worldwide showed healthy double digit
returns across all size segments for 2012. The MSCI ACWI
Investable Market Index (IMI), comprised of close to 9,000
large, mid and small cap securities across 24 Developed and 21
Emerging Markets countries, for example, delivered a 2012 YTD
return of 13.45% versus a loss of -9.87% in 2011.
The MSCI ACWI Small Cap Index bested all other MSCI ACWI
index capitalization segments for 2012 YTD, with a return of 15.17%
versus returns of 14.21% and 12.99% over the period for the MSCI
ACWI Mid Cap and Large Cap Indices, respectively.
MSCI ACWI IMI/Financials outperformed all other global
sectors, returning 24.13% for 2012 YTD. Laggard sectors included
the MSCI ACWI IMI/Telecommunications Services and MSCI
ACWI IMI/Utilities which returned 4.29% and -0.71% for the
period.
Developed Markets
Nearly the entire range of country and regional MSCI Developed
Markets (DM) Indices delivered strong positive returns for 2012
YTD. The two main MSCI DM flagship indices—the MSCI World
Index and MSCI EAFE—returned 13.00% and 13.96%,
respectively, while even higher returns prevailed in many European
countries and regions. The MSCI EMU and Europe
Indices, for example, delivered 2012 YTD returns of 18.34% and
15.87%. The highest DM country performers were all European: the
MSCI Belgium Index was at the top, returning 37.58% for 2012
YTD, followed by the MSCI Denmark and Germany
Indices, with returns of 30.32% and 28.12%, respectively. The
only three DM countries with negative returns for 2012 YTD were the
MSCI Spain, Greece and Israel Indices which produced
losses of -1.90%, -2.53% and -6.95%, respectively.
The MSCI DM Small Cap Indices outperformed their mid and large
cap counterparts across the majority of countries and regions for
2012 YTD. The MSCI Europe Small Cap Index returned 25.76%
(nearly 10% more than the MSCI Europe Index), for example,
while the MSCI World Small Cap Index produced a return of
14.75% over the period.
Emerging Markets
The MSCI Emerging Markets (EM) Indices posted a slightly wider
range of positive results relative to the Developed Markets. The
MSCI Emerging Markets Index returned 14.52% for 2012 YTD,
which was somewhat below average in comparison to its constituent
regions and countries. The top performing region was the MSCI EM
Eastern Europe ex Russia Index which provided a 25.62% return
for 2012 YTD, followed by the MSCI EM Europe Index with a
20.46% return for the period. The three stand-out performers among
the Emerging Markets countries were the MSCI Turkey, Egypt
and Philippines Indices, with 2012 YTD returns of 60.59%,
46.90% and 43.17%, respectively. The MSCI Czech Republic,
Brazil and Morocco Indices were the only Emerging
Markets countries to deliver negative 2012 YTD results, with
returns of -3.49%, -4.37% and -16.15%.
Reinforcing the global small cap dominance trend, the MSCI EM
Small Cap Index outperformed its large- and mid-cap sibling
(the MSCI EM Index), returning 18.56% for 2012 YTD.
Frontier Markets
The MSCI Frontier Markets Indices produced the most widely
dispersed results for 2012 YTD. The MSCI Frontier Markets
Index returned 4.60% over the period. The MSCI Frontier
Markets Africa Index was the top-performing regional Frontier
Markets index, delivering a 2012 YTD return of 44.88%. The top
three single country Frontier Markets index performers for 2012 YTD
included the MSCI Kenya, Nigeria and Estonia Indices
which posted returns of 54.16%, 52.82%, and 44.98%, respectively.
More than half of the FM countries delivered negative 2012 YTD
returns. The bottom performers were the MSCI Bulgaria,
Argentina, and Ukraine Indices with 2012 YTD returns of
-32.78%, -37.49% and -49.33%, respectively.
Historical index levels for the full range of MSCI Indices are
available at www.msci.com.
1 All year-to-date (YTD) 2012 index performance data is based on
price index levels in USD for the periods 1 January 2012 –
27 December 2012.
MSCI Indices Performance Table—YTD 2012
Index YTD 20121 Jan 2012 – 27 Dec
2012 2011
MSCI All Country (AC) Indices MSCI ACWI
IMI/Financials 24.13% -20.61%
MSCI Zhong Hua Index2 20.07%
-19.72% MSCI AC Asia ex Japan Index
18.72% -19.16%
MSCI AC Far East ex Japan Index 18.34%
-16.78% MSCI AC Europe Index 16.09%
-14.45% MSCI ACWI Small
Cap Index 15.17% -12.75%
MSCI ACWI Mid Cap Index 14.21%
-11.25% MSCI ACWI Investable Market Index
(IMI) 13.45% -9.87%
MSCI ACWI Index 13.19%
-9.41% MSCI ACWI Large Cap Index 12.99%
-9.05% MSCI ACWI IMI/Telecom
Services 4.29% - 5.02%
MSCI ACWI IMI/Utilities -0.71%
-6.79%
MSCI Developed Markets (DM)
Indices MSCI Belgium Index 37.58%
-12.55% MSCI Denmark Index
30.32% -16.83%
MSCI Germany Index 28.12%
-20.05%
2 The MSCI Zhong Hua Index captures large and mid cap
representation across China securities available to non-domestic
investors and includes: China H shares, B shares, Red chips and P
chips, together with China securities listed on the Hong Kong
exchange.
MSCI Developed Markets (DM) Indices, cont.
MSCI Europe Small Cap Index
25.76%
-21.94%
MSCI Nordic Countries Index
19.27%
-19.80% MSCI
Pacific ex Japan Index
19.22% -16.25%
MSCI Europe ex UK Index
18.61%
-17.63%
MSCI EMU Index
18.34% -20.15%
MSCI Europe Index
15.87%
-13.82%
MSCI USA Small Cap Index
14.94% -4.35%
MSCI World Small Cap Index
14.75%
-10.49%
MSCI EAFE Index
13.96% -14.82%
MSCI World Index
13.00%
-7.61%
MSCI USA Index
12.86% -0.11%
MSCI Spain Index
-1.90%
-16.90%
MSCI Greece Index -2.53%
-63.59%
MSCI Israel Index
-6.95%
-29.79%
MSCI
Emerging Markets (EM) Indices
MSCI Turkey Index
60.59% -36.78%
MSCI Egypt Index
46.90%
-48.78%
MSCI Philippines Index
43.17% -3.17%
MSCI EM Eastern Europe ex
Russia Index 25.62%
-29.98%
MSCI EM Europe & Middle East IMI
21.22%
-26.46%
MSCI EM Europe Index
20.46%
-25.33% MSCI Emerging
Markets Small Cap Index
18.56% -28.78%
MSCI Emerging Markets (EM) Index
14.52%
-20.41%
MSCI Brazil Index
-4.37% -24.85%
MSCI Czech Republic Index
-3.49%
-11.29%
MSCI Morocco Index
-16.15% -18.75%
MSCI Frontier Markets
(FM) Indices MSCI
Kenya Index 54.16%
-30.61%
MSCI Nigeria Index
52.82%
-18.73% MSCI Estonia
Index 44.98%
-28.79%
MSCI FM Africa Index
44.88%
-19.76% MSCI
Frontier Markets (FM) Index
4.60% -22.14%
MSCI Bulgaria Index
-32.78%
-29.80%
MSCI Argentina Index
-37.49%
-42.64% MSCI Ukraine
Index -49.33%
-45.81%
About MSCI
MSCI Inc. is a leading provider of investment decision support
tools to investors globally, including asset managers, banks, hedge
funds and pension funds. MSCI products and services include
indices, portfolio risk and performance analytics, and governance
tools.
The company’s flagship product offerings are: the MSCI indices
with close to USD 7 trillion estimated to be benchmarked to them on
a worldwide basis1; Barra multi-asset class factor models,
portfolio risk and performance analytics; RiskMetrics multi-asset
class market and credit risk analytics; IPD real estate
information, indices and analytics; MSCI ESG (environmental, social
and governance) Research screening, analysis and ratings; ISS
governance research and outsourced proxy voting and reporting
services; FEA valuation models and risk management software for the
energy and commodities markets; and CFRA forensic accounting risk
research, legal/regulatory risk assessment, and due‐diligence. MSCI
is headquartered in New York, with research and commercial offices
around the world.
1 As of March 31, 2012, as published by eVestment, Lipper and
Bloomberg in September, 2012.
For further information on MSCI, please visit our web site
at www.msci.com
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