New Indices Provide Broader and More Diverse
Market Coverage
MSCI Inc. (NYSE: MSCI), a leading provider of investment
decision support tools worldwide, has announced the launch of the
MSCI Hong Kong Mandatory Provident Fund (MPF) Indices, which
reflect the current investment restrictions imposed on MPF funds by
the Hong Kong Mandatory Provident Fund Schemes Authority (MPFA)1,
including the minimum 30% Hong Kong Dollar (HKD) exposure
requirement.
“Since their inception in 2000, the Hong Kong MPF schemes have
grown in size and complexity, so it is not surprising that many
participating firms are keen to see more innovation in the
provision of relevant MPF indices,” said Theodore Niggli, Managing
Director and Head of the MSCI Index Business in Asia Pacific. “In
addition to providing an extensive family of MPF indices, we are
also introducing a novel index construction methodology that
eliminates the need for expensive foreign exchange hedging to
comply with the 30% minimum HKD exposure. We believe that the MSCI
Hong Kong MPF Indices will be adopted not only for benchmarking
purposes, but will also help in the creation of lower cost fund
structures.”
There are 50 MSCI Hong Kong MPF Indices in total, providing
greater global and regional index coverage than currently available
in the market today, including MPF indices for the MSCI ACWI, MSCI
World and MSCI Emerging Markets Indices. For investors and managers
looking to extend their investment universe, the MSCI MPF Domestic
Investable Market Indices, covering Hong Kong, China and ACWI,
include large, mid and small caps.
Three types of indices are available: the MSCI MPF Domestic
Indices, the MSCI MPF Hedged Indices and the MSCI MPF Unhedged
Indices – each differs in terms of how the MPFA currency exposure
requirement is addressed. For example the MSCI MPF Domestic Indices
apply a 30% floor with a buffer to the weight of the HKD
denominated component, eliminating the need for currency hedging
and therefore potentially reducing costs.
The MSCI Hong Kong MPF Indices may be licensed for use as
benchmarks or as the basis for financial products such as exchange
traded funds and structured products.
1 The MSCI Hong Kong MPF Indices are independently created and
maintained by MSCI without input from or involvement or endorsement
by the Hong Kong Mandatory Provident Fund Schemes Authority.
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 approximately USD 7.5 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
corporate governance research, data 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.
1As of March 31, 2013, as reported on July 31, 2013 by
eVestment, Lipper and Bloomberg
For further information on MSCI, please visit our web site
at www.msci.cn
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You cannot invest in an index. MSCI does not issue, sponsor,
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MSCI’s indirect wholly-owned subsidiary Institutional
Shareholder Services, Inc. (“ISS”) is a Registered Investment
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The MSCI ESG Indices use ratings and other data, analysis and
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Media Enquiries:Kristin Meza, MSCI, New
York+1-212-804-5330Jo Morgan, MSCI, London+ 44.20.7618.2224Sally
Todd | Christian Pickel, MHP Communications, London+
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