MSCI Inc. (NYSE: MXB), a leading provider of investment decision support tools worldwide, including indices and portfolio risk and performance analytics, announced today changes to the MSCI Equity Indices - including the MSCI Global Standard and MSCI Global Small Cap Indices as well as the MSCI Global Value and Growth Indices, theMSCI Frontier Markets Indices, the MSCI Global Islamic Indices, the MSCI US Equity Indices, the MSCI US REIT Index and the MSCI China A Index - that will be made as of the close of August 31, 2009. These changes result from the August 2009 Quarterly Index Review and have been posted on MSCI’s web site at http://www.mscibarra.com.
MSCI Global Standard Indices: 17 securities will be added to and 3 securities will be deleted from the MSCI Global Standard Indices. The three largest additions to the MSCI World Index are Infineon Technologies (Germany), XL Capital (US) and Lubrizol Corporation (US). The three largest additions to the MSCI Emerging Markets Index are Unitech (India), Fushan International Energy (China) and Hopson Development Holdings (China).
MSCI Global Small Cap Indices: 3 securities will be added to and 34 securities will be deleted from the MSCI Global Small Cap Indices. Associated Banc-Corp (US) will be added to the MSCI World Small Cap Index, while Kumho Industrial (Korea) and Korea Line Corporation (Korea) will be added to the MSCI Emerging Markets Small Cap Index.
MSCI Global Value and Growth Indices: As part of the Quarterly Index Reviews, securities added to or deleted from the MSCI Global Standard Indices are added to or deleted from the MSCI Global Value and Growth Indices. For the MSCI Global Value Indices, the three largest additions are XL Capital (US), Lubrizol Corp (US), and Hopson Development Holdings (China). For the MSCI Global Growth Indices, the three largest additions are Infineon Technologies (Germany), Petrofac (UK), and Unitech (India).
MSCI Frontier Markets Indices: There will be 9 additions to and 1 deletion from the MSCI Frontier Markets Indices. The three largest additions to the MSCI Frontier Markets Indices are Habib Bank (Pakistan), Aabar Petroleum Invest (United Arab Emirates) and Hagl (Vietnam).
MSCI Global Islamic Indices: 69 securities will be added to and 55 will be deleted from the MSCI ACWI Islamic Index. The three largest additions to the MSCI ACWI Islamic Index are Gilead Sciences (US), Lilly (Eli) & Co (US), and Ericsson (Lm) B (Sweden). There will also be four additions to and three deletions from the MSCI Gulf Cooperation Council (GCC) Countries Domestic Islamic Index.
MSCI US Equity Indices: There will be no additions to and one deletion from the MSCI US Large Cap 300 Index. Two securities, Brocade Communications Systems and ON Semiconductor Corp, will be added to the MSCI US Mid Cap 450 Index. Three securities will be deleted from the MSCI US Mid Cap 450 Index.
Four securities, American International Group, Exterran Holdings, Synovus Financial Corp and Eastman Kodak, will be added to the MSCI US Small Cap 1750 Index. Two securities will be deleted from the MSCI US Small Cap 1750 Index. There will be no additions to or deletions from the MSCI US Micro Cap Index.
There will be no additions to or deletions from the MSCI US Investable Market Value and MSCI US Investable Market Growth Indices.
MSCI US REIT Index: There will be no additions to and no deletions from the MSCI US REIT Index.
MSCI China A Index: The August 2009 Quarterly Index Review coincides with the first transition phase of the MSCI China A Index to the MSCI Global Investable Market Indices Methodology. The additions to and deletions from the MSCI China A Index resulting from the August 2009 Quarterly Index Review will be added or deleted at half of their free float-adjusted market capitalization. There will be 81 half-additions to and 14 half-deletions from the MSCI China A Index.
The results of the August 2009 Quarterly Index Review of the MSCI High Dividend Yield Indices, the MSCI Pan-Euro and MSCI Euro Indices, the MSCI Global Islamic Small Cap Indices as well as the MSCI Asia APEX 50 Index have also been posted on MSCI’s web site at www.mscibarra.com.
About MSCI Inc.
MSCI Inc. is a leading provider of investment decision support tools to investment institutions worldwide. MSCI Inc. products include indices and portfolio risk and performance analytics for use in managing equity, fixed income and multi-asset class portfolios.
The company’s flagship products are the MSCI International Equity Indices, which include over 120,000 indices calculated daily across more than 70 countries, and the Barra risk models and portfolio analytics, which cover 56 equity and 46 fixed income markets. MSCI Inc. is headquartered in New York, with research and commercial offices around the world.
For further information on MSCI, please visit our web site at www.mscibarra.com
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