MSCI Inc. (NYSE:MSCI), a leading provider of research-based
indexes and analytics, announced today the results of the May 2018
Semi-Annual Index Review for the MSCI Equity Indexes – including
the MSCI Global Standard, MSCI Global Small Cap and MSCI Micro Cap
Indexes, the MSCI Global Value and Growth Indexes, the MSCI
Frontier Markets, and MSCI Frontier Markets Small Cap Indexes, the
MSCI Global Islamic and MSCI Global Islamic Small Cap Indexes, the
MSCI Pan-Euro and MSCI Euro Indexes, the MSCI US Equity Indexes,
the MSCI US REIT Index, the MSCI China A Onshore Indexes and the
MSCI China All Shares Indexes. All changes will be implemented as
of the close of May 31, 2018. These changes have been posted on the
Index Review web page on MSCI's web site at
https://www.msci.com/index-review.
Inclusion of China A Shares: Coinciding with this Index
Review, MSCI will implement the first step of the partial inclusion
of China A shares in the MSCI China Index as well as relevant
global and regional composite indexes, such as the MSCI Emerging
Markets Index. There will be 234 China A shares added1 at 2.5% of
their FIF2-adjusted market capitalization, representing aggregate
weights of 1.26% and 0.39%, respectively, in the MSCI China Index
and the MSCI Emerging Markets Index. The second step of the
inclusion will coincide with the August 2018 Quarterly Index
Review, when the representation of the FIF-adjusted market
capitalization of China A shares will increase to 5%.
MSCI China A Inclusion Index: There will be 11 additions
to and nine deletions from the MSCI China A Inclusion Index
resulting in 234 index constituents. As a reminder, the index is
designed to represent the performance of China A shares included in
the MSCI China Index.
MSCI Global Standard Indexes: Three hundred fifty-one
securities, out of which 234 are China A shares, will be added to
and 53 securities will be deleted from the MSCI ACWI Index. In the
MSCI World Index, the three largest additions measured by full
company market capitalization will be Westlake Chemical Corp (US),
Nektar Therapeutics (US) and Abiomed (US). The three largest
additions to the MSCI Emerging Markets Index measured by full
company market capitalization will be ICBC A (China), China
Construction Bank A (China) and Petrochina Co A (China).
MSCI Global Small Cap Indexes: There will be 380
additions to and 303 deletions from the MSCI ACWI Small Cap
Index.
MSCI Global Investable Market Indexes: There will be 621
additions to and 246 deletions from the MSCI ACWI Investable Market
Index (IMI).
MSCI Global All Cap Indexes: There will be 380 additions
to and 113 deletions from the MSCI World All Cap Index.
MSCI Frontier Markets Indexes: There will be nine
additions to and four deletions from the MSCI Frontier Markets
Index. The three largest additions to the MSCI Frontier Markets
Index measured by full company market capitalization will be
Central Puerto ADR3 (Argentina), Gulf Bank (Kuwait) and Loma Negra
ADR (Argentina). There will be 18 additions to and 15 deletions
from the MSCI Frontier Markets Small Cap Index.
MSCI will launch the MSCI Iceland Investable Market Index as
part of the May 2018 Semi-Annual Index Review. The index will
initially include one Standard Size-Segment constituent and ten
Small Cap Size-Segment constituents.
MSCI Global Islamic Indexes: Forty-two securities will be
added to and 59 securities will be deleted from the MSCI ACWI
Islamic Index. The three largest additions to the MSCI ACWI Islamic
Index measured by full company market capitalization will be Shire
(UK), Singapore Telecom (Singapore) and Target Corp (US). There
will be one addition to and seven deletions from the MSCI Gulf
Cooperation Council (GCC) Countries ex Saudi Arabia IMI Islamic
Index.
MSCI US Equity Indexes: There will be five securities
added to and two securities deleted from the MSCI US Large Cap 300
Index. The three largest additions to the MSCI US Large Cap 300
Index measured by full company market capitalization will be
Servicenow, Red Hat and Workday A.
Eighteen securities will be added to and 20 securities will be
deleted from the MSCI US Mid Cap 450 Index. The three largest
additions to the MSCI US Mid Cap 450 Index measured by full company
market capitalization will be Davita Healthcare Partners, L Brands
and Grubhub.
Seventy-seven securities will be added to and 35 securities will
be deleted from the MSCI US Small Cap 1750 Index. The three largest
additions to the MSCI US Small Cap 1750 Index measured by full
company market capitalization will be Carter Holdings, National
Fuel Gas Co and Nuance Communications.
There will be 19 additions to and 30 deletions from the MSCI US
Micro Cap Index.
For the MSCI US Investable Market Value Index, there will be 169
additions or upward changes in Value Inclusion Factor (VIFs), and
100 deletions or downward changes in VIFs. For the MSCI US
Investable Market Growth Index, there will be 116 additions or
upward changes in Growth Inclusion Factors (GIFs), and 114
deletions or downward changes in GIFs.
MSCI US REIT Index: There will be three additions to and
no deletions from the MSCI US REIT Index. The additions to the MSCI
US REIT Index will be Vici Properties, Americold Realty and
Industrial Logis Properties Trust.
MSCI China All Shares Indexes: There will be 40 additions
to and 25 deletions from the MSCI China All Shares Index. The three
largest additions to the MSCI China All Shares Index will be
Shanghai Electric Group A, Zhongan Online P&C H and China
Lodging Group ADR. There will be 118 additions to and 123 deletions
from the MSCI China All Shares Small Cap Index.
MSCI China A Onshore Indexes: There will be 23 additions
to and 88 deletions from the MSCI China A Onshore Index. The three
largest additions to the MSCI China A Onshore Index will be Hengli
Petrochemical A, Heilan Home Co A and Avic Shenyang Aircraft A.
There will be 168 additions to and 28 deletions from the MSCI China
A Onshore Small Cap Index.
About MSCI
For more than 40 years, MSCI’s research-based indexes and
analytics have helped the world’s leading investors build and
manage better portfolios. Clients rely on our offerings for deeper
insights into the drivers of performance and risk in their
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Our line of products and services includes indexes, analytical
models, data, real estate benchmarks and ESG research.
MSCI serves 99 of the top 100 largest money managers, according
to the most recent P&I ranking.
For more information, visit us at www.msci.com.
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__________________
1 Additions to the MSCI China Indexes, including A shares will be
cancelled if they are suspended on the day prior to the effective
implementation date of the May 2018 Semi-Annual Index Review. 2
Foreign Inclusion Factor 3 Note: The addition of Central Puerto ADR
to the MSCI Argentina Index is not reflected in the reports (e.g.
Country Reports, Comparison Reports) as of the price cutoff date,
April 23, 2018. It is reflected as part of the Refreshed Comparison
Reports as of May 11, 2018 and will be reflected as part of the
daily files starting May 15, 2018.
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