MSCI Indices Q1 2013 Performance Results1
03 Abril 2013 - 6:03AM
Business Wire
MSCI Inc. (NYSE: MSCI), a leading provider of investment
decision support tools worldwide, today published the Q1 2013
performance of its MSCI Global Equity Indices, which showed strong
positive returns for the most part, extending the decisive rebound
of global equities seen in 2012. For example, 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, delivered a return of 6.38% for the
quarter, on top of its 13.70% gain in 2012.
Globally, small caps substantially outperformed mid and large
cap segments over the quarter. The MSCI ACWI Small Cap Index
returned 9.27% in Q1 2013, for instance, exceeding all other MSCI
ACWI index capitalization segments: the MSCI ACWI Mid Cap
and MSCI ACWI Large Cap Indices posted Q1 returns of 7.43%
and 5.66%, respectively.
The MSCI ACWI IMI Health Care and MSCI ACWI IMI
Consumer Staples Indices outperformed all other global
sectors, returning 13.35% and 10.72% for the quarter, respectively.
Laggard sectors included the MSCI ACWI IMI Energy and
MSCI ACWI IMI Materials Indices which returned 3.43% and
-4.41% for the period.
Developed Markets
Most MSCI Developed Markets (DM) Indices delivered solid
positive returns for Q1 2013, with the exception of Europe and the
EMU. Two MSCI flagship indices—the MSCI World Index and the
MSCI EAFE Index—posted Q1 returns of 7.18% and 4.40%,
respectively. The lower performance of MSCI EAFE (which
excludes North America) was primarily due to the strength of the US
equity market, as the MSCI USA Index returned 10.08% in Q1.
The MSCI Europe Index eked out a positive return of 2.05%
for the quarter, while the MSCI EMU Index posted a loss of
-0.66%. Among the highest performing DM countries, were the MSCI
Greece, MSCI Ireland and MSCI Japan Indices with returns
of 14.02%, 11.43% and 10.82%, respectively—all rebounding from
fairly weak returns in 2012. The DM countries with Q1 losses were
primarily in the EMU. The lowest Q1 performers were the MSCI
Spain and MSCI Italy Indices (with losses of -6.44% and
-9.77%, respectively), but even the MSCI Germany Index lost
some ground with a Q1 return of -0.08%.
The MSCI DM Small Cap Indices outperformed their mid and large
cap counterparts across the majority of countries and regions in Q1
2013. The MSCI USA Small Cap Index, for example, returned
12.53%, while the MSCI USA Large Cap Index returned 9.61%
for the quarter. Similarly, the MSCI Europe Small Cap Index
produced a Q1 return of 5.07% (nearly 2.5 times that of the MSCI
Europe Index) and the MSCI World Small Cap Index
returned of 10.01% (nearly 1.4 times that of the MSCI World
Index).
Emerging Markets
The MSCI Emerging Markets (EM) Indices posted largely negative
returns relative to both Developed and Frontier Markets. The
MSCI Emerging Markets Index, for example, returned -2.14%
for the quarter. The MSCI BRIC Index also posted a Q1 loss,
returning -3.21%. The single EM region to produce a positive Q1
return, albeit slight, was the MSCI EM Latin America Index
which returned 0.48% for the quarter. The top performing EM country
indices, however, showed robust double digit returns for the
quarter and included: the MSCI Philippines Index (17.87%)
and the MSCI Indonesia Index (13.19%). On the other hand,
the MSCI Brazil, MSCI India, MSCI Russia, MSCI China and
MSCI Korea Indices all delivered negative Q1 results, with
returns of -1.33%, -2.73%, -3.56%, -4.53%, and -4.65%,
respectively.
Reinforcing the trend of global small cap dominance, the MSCI
Emerging Markets Small Cap Index outperformed its large- and
mid-cap sibling (the MSCI Emerging Markets Index), returning 3.63%
for the quarter.
Frontier Markets
The Q1 2013 performance results for MSCI Frontier Markets (FM)
Indices were largely positive. The MSCI Frontier Markets
Index returned 6.87% for the quarter. The MSCI Frontier
Markets Africa Index was the top-performing regional FM index
with a Q1 return of 16.54%. Nine of the twenty-five single country
FM indices posted double digit returns for the quarter. The top
three Q1 performers included the MSCI Kenya, MSCI UAE and
MSCI Bulgaria Indices which produced returns of 27.56%,
24.12%, and 20.46%, respectively. Bottom performers were the
MSCI Bangladesh and MSCI Slovenia Indices with Q1
2013 returns of -4.14% and -9.35% respectively.
MSCI Risk Premia Indices
In general, the MSCI Minimum Volatility and Risk Weighted
Indices outperformed their parent indices in Q1 2013, while MSCI
Value Weighted Indices tended to slightly underperform their
parents.
Historical index levels for the full range of MSCI Global Equity
Indices are available at www.msci.com.
1 All Q1 2013 index performance data are based on price index
levels in USD for the period 1 January – 29 March 2013.
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; and FEA valuation models and risk management software for
the energy and commodities markets. MSCI is headquartered in New
York, with research and commercial offices around the world.
1 As of September 30, 2012, as published by eVestment, Lipper
and Bloomberg on January 31, 2013.
For further information on MSCI, please visit our web site
at www.msci.com
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