MSCI Inc. (NYSE:MSCI), a leading provider of critical decision
support tools and services for the global investment community,
announced the results of the February 2023 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 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
February 28, 2023. These changes have been posted on the Index
Review web page on MSCI's web site at
https://www.msci.com/index-review.
As previously announced, the MSCI Global Investable Market
Indexes will transition to a Quarterly Comprehensive Index Review
(QCIR) schedule starting from the February 2023 Index Review.
Specifically, MSCI will apply the index maintenance methodology
previously used only at the May and November Semi-Annual Index
Reviews to the February and August Index Reviews. A QCIR involves,
among others, updating the market investable universe and
reassessing the Global Minimum Size References, Global Minimum Size
Ranges as well as the Segment Number of Companies together with the
relevant Market Size-Segment Cutoffs.
MSCI Global Standard Indexes: Thirty-four securities will
be added to and 24 securities will be deleted from the MSCI ACWI
Index. The three largest additions to the MSCI World Index measured
by full company market capitalization will be Atlassian (USA), Axon
Enterprise (USA) and Reliance Steel & Aluminum (USA). The three
largest additions to the MSCI Emerging Markets Index measured by
full company market capitalization will be Bank of Baroda (India),
Shanghai Aiko Solar Energy A (Hk-c) (China) and Kakaopay Corp
(Korea).
MSCI Global Small Cap Indexes: There will be 157
additions to and 110 deletions from the MSCI ACWI Small Cap
Index.
MSCI Global Investable Market Indexes: There will be 156
additions to and 99 deletions from the MSCI ACWI Investable Market
Index (IMI).
MSCI Global All Cap Indexes: There will be 163 additions
to and 83 deletions from the MSCI World All Cap Index.
MSCI Frontier Markets Indexes: There will be five
additions to and five 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
Alvotech (Iceland), Southeast Asia Comm (Vietnam) and Vietnam
Export Import Co (Vietnam). There will be 11 additions to and 10
deletions from the MSCI Frontier Markets Small Cap Index.
In light of currently observed market accessibility issues, MSCI
will not implement changes as part of this Index Review for any
securities classified in Bangladesh, Kenya, Nigeria, or Sri Lanka
for the MSCI Bangladesh, MSCI Kenya, MSCI Nigeria, and MSCI Sri
Lanka Indexes or impacted composite indexes.
MSCI Global Islamic Indexes: Thirty-five securities will
be added to and 24 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 ENI
(Italy), Mitsubishi Corp (Japan) and Infineon Technologies
(Germany). There will be nine additions to and three deletions from
the MSCI Gulf Cooperation Council (GCC) Countries ex Saudi Arabia
IMI Islamic Index.
MSCI US Equity Indexes: There will be no securities added
to and four securities deleted from the MSCI US Large Cap 300
Index.
Four securities will be added to and six 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 Cloudflare A, Palantir Technologies A
and Lucid Group A.
Six securities will be added to and no 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 Syneos Health, Marqeta A and
Playtika Holding Corp.
There will be no additions to and no deletions from the MSCI US
Micro Cap Index.
For the MSCI US Investable Market Value Index, there will be one
addition or upward change in Value Inclusion Factor (VIFs), and one
deletion or downward change in VIFs. For the MSCI US Investable
Market Growth Index, there will be one addition or upward change in
Growth Inclusion Factors (GIFs), and one deletion or downward
change in GIFs.
MSCI US REIT Index: There will be no additions to and one
deletion from the MSCI US REIT Index.
MSCI China A Onshore Indexes: There will be 10 additions
to and five deletions from the MSCI China A Onshore Index. The
three largest additions to the MSCI China A Onshore Index will be
Hainan Airlines Holding A, Hainan Airport Infrastructure A and
Offcn Education Technology A. There will be 100 additions to and
seven deletions from the MSCI China A Onshore Small Cap Index.
MSCI China All Shares Indexes: There will be seven
additions to and eight deletions from the MSCI China All Shares
Index. The three largest additions to the MSCI China All Shares
Index will be Hainan Airlines Holding A, Hainan Airport
Infrastructure A and Offcn Education Technology A. There will be 81
additions to and 37 deletions from the MSCI China All Shares Small
Cap Index.
For more information, please visit at www.msci.com.
-Ends-
About MSCI
MSCI is a leading provider of critical decision support tools
and services for the global investment community. With over 50
years of expertise in research, data and technology, we power
better investment decisions by enabling clients to understand and
analyze key drivers of risk and return and confidently build more
effective portfolios. We create industry-leading research-enhanced
solutions that clients use to gain insight into and improve
transparency across the investment process. To learn more, please
visit www.msci.com.
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