MSCI Inc. (NYSE: MSCI), a leading provider of investment decision support tools worldwide, including indices, portfolio risk and performance analytics and corporate governance services, announced today the results of the August 2013 Quarterly Index Review for the MSCI Equity Indices – including the MSCI Global Standard, MSCI Global Small Cap and MSCI Micro Cap Indices, as well as the MSCI Global Value and Growth Indices, the MSCI Frontier Markets and MSCI Frontier Markets Small Cap Indices, the MSCI Global Islamic and MSCI Global Islamic Small Cap Indices, the MSCI Pan‐Euro and MSCI Euro Indices, the MSCI Frontier Emerging Markets Indices, the MSCI US Equity Indices, the MSCI US REIT Index, as well as the MSCI China A Indices. All changes will be implemented as of the close of August 30, 2013. These changes have been posted in the Index Review section of the MSCI Size Indices web page on MSCI’s web site at: http://www.msci.com/products/indices/size/standard/index_review.html MSCI Global Standard Indices: Seven securities will be added to and three securities will be deleted from the MSCI ACWI Index. There will be two additions to and one deletion from the MSCI World Index. The additions are Tesla Motors (US) and Michael Kors Holdings (US). Of the five additions to the MSCI Emerging Markets Index, the three largest additions measured by full company market capitalization are Mediclinic International (South Africa), Matahari Department (Indonesia) and Mahindra & Mahindra Financial Services (India). There will be two deletions from the MSCI Emerging Markets Index. MSCI Global Small Cap Indices: There will be three additions to and ten deletions from the MSCI ACWI Small Cap Index. MSCI Global Investable Market Indices: There will be three additions to and six deletions from the MSCI ACWI IMI. MSCI Global All Cap Indices: There will be three additions to and six deletions from the MSCI World All Cap Index. MSCI Global Value and Growth Indices: At the August 2013 Quarterly Index Review, Michael Kors Holdings (US) and Matahari Department (Indonesia) will be added to the MSCI ACWI Value Index and the MSCI ACWI Growth Index, each with a Value Inclusion Factor of 0.5 and a Growth Inclusion Factor of 0.5. There will be no other additions to the MSCI ACWI Value Index, while Tesla Motors (US), Mediclinic International (South Africa) and Estacio Participacoes ON (Brazil) will be the three largest additions to the MSCI ACWI Growth Index. MSCI Frontier Markets Indices: There will be one addition to and no deletions from the MSCI Frontier Markets Index. The addition to the MSCI Frontier Markets Index is Habib Bank (Pakistan). There will be no additions to or deletions from the MSCI Frontier Markets Small Cap Index.
MSCI Frontier Emerging Markets Index: There will be no changes in the country composition of the MSCI Frontier Emerging Markets Index, as part of the MSCI Frontier Emerging Markets Index Annual Country Review, coinciding with the August 2013 Quarterly Index Review.MSCI Global Islamic Indices: Thirty one securities will be added to and 27 securities will be deleted from the MSCI ACWI Islamic Index. The three largest additions to the MSCI ACWI Islamic Index are Hennes & Mauritz B (Sweden), Continental (Germany) and British Land Co (UK). There are three additions to and no deletions from the MSCI Gulf Cooperation Council (GCC) Countries ex Saudi Arabia IMI Islamic Index. MSCI US Equity Indices: There will be one security added to and no securities deleted from the MSCI US Large Cap 300 Index. The addition to the MSCI US Large Cap 300 Index is Pioneer Natural Resources. No securities will be added to and three securities will be deleted from the MSCI US Mid Cap 450 Index. The three deletions from the MSCI US Mid Cap 450 Index are Pioneer Natural Resources, McDermott International and Verifone Systems. Two securities will be added to and no securities will be deleted from the MSCI US Small Cap 1750 Index. The two additions to the MSCI US Small Cap 1750 Index are McDermott International and Verifone Systems. There will be no additions to or deletions from the MSCI US Micro Cap Index. For the MSCI US Investable Market Value Index, there will be one addition and no deletions. There are also no downward changes in Value Inclusion Factors. For the MSCI US Investable Market Growth Index, there will be no additions or upward changes in Value Inclusion Factors and one downward change in Growth Inclusion Factors. MSCI US REIT Index: There will be no additions to or deletions from the MSCI US REIT Index. MSCI China A Indices: There will be three additions to and two deletions from the MSCI China A Index. The three additions to the MSCI China A Index are China Minmetals Rare A, Guangdong Advertising A and Fujian Longking Co A. There will be two additions to and three deletions from the MSCI China A Small Cap Index. The results of the August 2013 Quarterly Index Review of the MSCI Pan‐Euro and MSCI Euro Indices and the MSCI Global Islamic Small Cap Indices have also been posted on MSCI’s web site at www.msci.com. -Ends-
About MSCIMSCI 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 basis 1; 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 This document and all of the information contained in it, including without limitation all text, data, graphs, charts (collectively, the “Information”) is the property of MSCI Inc. or its subsidiaries (collectively, “MSCI”), or MSCI’s licensors, direct or indirect suppliers or any third party involved in making or compiling any Information (collectively, with MSCI, the “Information Providers”) and is provided for informational purposes only. The Information may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI. The Information may not be used to create derivative works or to verify or correct other data or information. For example (but without limitation), the Information may not be used to create indices, databases, risk models, analytics, software, or in connection with the issuing, offering, sponsoring, managing or marketing of any securities, portfolios, financial products or other investment vehicles utilizing or based on, linked to, tracking or otherwise derived from the Information or any other MSCI data, information, products or services.
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The MSCI ESG Indices use ratings and other data, analysis and information from MSCI ESG Research. MSCI ESG Research is produced by ISS or its subsidiaries. Issuers mentioned or included in any MSCI ESG Research materials may be a client of MSCI, ISS, or another MSCI subsidiary, or the parent of, or affiliated with, a client of MSCI, ISS, or another MSCI subsidiary, including ISS Corporate Services, Inc., which provides tools and services to issuers. MSCI ESG Research materials, including materials utilized in any MSCI ESG Indices or other products, have not been submitted to, nor received approval from, the United States Securities and Exchange Commission or any other regulatory body.Any use of or access to products, services or information of MSCI requires a license from MSCI. MSCI, Barra, RiskMetrics, IPD, ISS, FEA, InvestorForce, and other MSCI brands and product names are the trademarks, service marks, or registered trademarks of MSCI or its subsidiaries in the United States and other jurisdictions. The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of MSCI and Standard & Poor’s. “Global Industry Classification Standard (GICS)” is a service mark of MSCI and Standard & Poor’s.