MSCI Inc. (NYSE:MSCI), a leading provider of research-based
indexes and analytics , announced today the results of the May 2020
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 29, 2020. These changes have been posted on the
Index Review page on MSCI's website at
https://www.msci.com/index-review .
MSCI Global Standard Indexes: One hundred thirty-seven
securities will be added to and 181 securities will be deleted from
the MSCI ACWI Index. There will be 62 additions to and 93 deletions
from the MSCI World Index. The three largest additions to the MSCI
World Index by full company market capitalization will be Zoom
Video Comm A (USA), Keurig Dr Pepper (USA) and Liberty Broadband A
(USA). The three largest additions to the MSCI Emerging Markets
Index measured by full company market capitalization will be Offcn
Education A (Hk-C) (China), China Feihe (China) and Emirates Nbd
Bank (AE).
MSCI Global Small Cap Indexes: There will be 442
additions to and 544 deletions from the MSCI ACWI Small Cap
Index.
MSCI Global Investable Market Indexes: There will be 390
additions to and 536 deletions from the MSCI ACWI Investable Market
Index (IMI).
MSCI Global All Cap Indexes: There will be 346 additions
to and 211 deletions from the MSCI World All Cap Index.
MSCI Frontier Markets Indexes: There will be one addition
to and five deletions from the MSCI Frontier Markets Index. The
only addition to the MSCI Frontier Markets Index will be Blom Bank
GDR (Lebanon). There will be 9 additions to and 12 deletions from
the MSCI Frontier Markets Small Cap Index.
MSCI will not implement any changes resulting from the May 2020
SAIR for the securities classified in Bangladesh, Jordan and Sri
Lanka due to prolonged stock exchange closures as well as in
Nigeria due to the deterioration of liquidity in its FX market.
MSCI Global Islamic Indexes: Twenty-three securities will
be added to and 106 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
Workday A (USA), Fuji Film Holdings Co (Japan) and Liberty
Broadband C (USA). There will be three additions to and three
deletions from the MSCI Gulf Cooperation Council (GCC) Countries
IMI Islamic Index.
MSCI US Equity Indexes: There will be seventeen
securities added to and 12 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 Zoom Video Comm A, Uber Technologies and Dexcom.
Thirty-seven securities will be added to and 38 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 Datadog A, Moderna and Cardinal
Health.
Ninety-seven securities will be added to and 45 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 Manpowergroup, Adaptive
Biotechnologies and Livongo Health.
There will be 15 additions to and 21 deletions from the MSCI US
Micro Cap Index.
For the MSCI US Investable Market Value Index, there will be 235
additions or upward changes in Value Inclusion Factor (VIFs), and
85 deletions or downward changes in VIFs. For the MSCI US
Investable Market Growth Index, there will be 139 additions or
upward changes in Growth Inclusion Factors (GIFs), and 213
deletions or downward changes in GIFs.
MSCI US REIT Index: There will be one addition to and
nine deletions from the MSCI US REIT Index. The addition to the
MSCI US REIT Index will be Safehold Inc.
MSCI China A Onshore Indexes: There will be 61 additions
to and 18 deletions from the MSCI China A Onshore Index. The three
largest additions to the MSCI China A Onshore Index will be Offcn
Education Technology A, Zhejiang Century A and China Galaxy
Securities A. There will be 208 additions to and 53 deletions from
the MSCI China A Onshore Small Cap Index.
MSCI China All Shares Indexes: There will be 56 additions
to and 54 deletions from the MSCI China All Shares Index. The three
largest additions to the MSCI China All Shares Index will be Offcn
Education Tech A, China Feihe and Zhejiang Century A. There will be
256 additions to and 88 deletions from the MSCI China All Shares
Small Cap Index.
About MSCI
MSCI is a leading provider of critical decision support tools
and services for the global investment community. With over 45
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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