MSCI August Quarterly Index Review Announcement Scheduled for August 13, 2014

  MSCI August Quarterly Index Review Announcement Scheduled for August 13,

Business Wire

GENEVA -- August 6, 2014

MSCI Inc. (NYSE: MSCI), a leading provider of investment decision support
tools worldwide, including indexes, portfolio risk and performance analytics
and ESG data and research, will announce the results of the August 2014
Quarterly 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 Frontier Emerging Markets Index, 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, and the MSCI
China A Indexes. All changes will be made as of the close of August 29, 2014.

MSCI will post the list of additions to and deletions from the indexes for the
August 2014 Quarterly Index Review on its web site,, shortly
after 11:00 p.m. Central European Summer Time (CEST) on August 13, 2014.

A summary of the announcement will be made available shortly thereafter on
Bloomberg page MSCN, and Reuters public page MSCIA.

Additionally, MSCI will make detailed rebalancing information available to
clients beginning immediately after the summary announcement appears on
Bloomberg and/or Reuters. Clients can access the subscriber section of each
index at:

For the MSCI US Equity Indexes and the MSCI US REIT Index, a summary of the
announcement will be made available at


About MSCI

MSCI 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 indexes, portfolio risk and
performance analytics, and ESG data and research.

The company’s flagship product offerings are: the MSCI indexes with over USD 9
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, indexes and analytics; MSCI ESG (environmental, social and
governance) Research screening, analysis and ratings; 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

^1As of March 31, 2014, as reported on June 25, 2014, by eVestment, Lipper and

For further information on MSCI, please visit our web site at

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 modified, reverse-engineered, 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 indexes, 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.

The user of the Information assumes the entire risk of any use it may make or
permit to be made of the Information. NONE OF THE INFORMATION PROVIDERS MAKES

Without limiting any of the foregoing and to the maximum extent permitted by
applicable law, in no event shall any Information Provider have any liability
regarding any of the Information for any direct, indirect, special, punitive,
consequential (including lost profits) or any other damages even if notified
of the possibility of such damages. The foregoing shall not exclude or limit
any liability that may not by applicable law be excluded or limited, including
without limitation (as applicable), any liability for death or personal injury
to the extent that such injury results from the negligence or willful default
of itself, its servants, agents or sub-contractors.

Information containing any historical information, data or analysis should not
be taken as an indication or guarantee of any future performance, analysis,
forecast or prediction. Past performance does not guarantee future results.

The Information should not be relied on and is not a substitute for the skill,
judgment and experience of the user, its management, employees, advisors
and/or clients when making investment and other business decisions. All
Information is impersonal and not tailored to the needs of any person, entity
or group of persons.

None of the Information constitutes an offer to sell (or a solicitation of an
offer to buy), any security, financial product or other investment vehicle or
any trading strategy.

It is not possible to invest directly in an index. Exposure to an asset class
or trading strategy or other category represented by an index is only
available through third party investable instruments (if any) based on that
index. MSCI does not issue, sponsor, endorse, market, offer, review or
otherwise express any opinion regarding any fund, ETF, derivative or other
security, investment, financial product or trading strategy that is based on,
linked to or seeks to provide an investment return related to the performance
of any MSCI index (collectively, “Index Linked Investments”). MSCI makes no
assurance that any Index Linked Investments will accurately track index
performance or provide positive investment returns. MSCI Inc. is not an
investment adviser or fiduciary and MSCI makes no representation regarding the
advisability of investing in any Index Linked Investments.

Index returns do not represent the results of actual trading of investible
assets/securities. MSCI maintains and calculates indices, but does not manage
actual assets. Index returns do not reflect payment of any sales charges or
fees an investor may pay to purchase the securities underlying the index or
Index Linked Investments. The imposition of these fees and charges would cause
the performance of an Index Linked Investment to be different than the MSCI
index performance.

The Information may contain back tested data. Back-tested performance is not
actual performance, but is hypothetical. There are frequently material
differences between back tested performance results and actual results
subsequently achieved by any investment strategy.

Constituents of MSCI equity indexes are listed companies, which are included
in or excluded from the indexes according to the application of the relevant
index methodologies. Accordingly, constituents in MSCI equity indexes may
include MSCI Inc., clients of MSCI or suppliers to MSCI. Inclusion of a
security within an MSCI index is not a recommendation by MSCI to buy, sell, or
hold such security, nor is it considered to be investment advice.

Data and information produced by various affiliates of MSCI Inc., including
MSCI ESG Research Inc. and Barra LLC, may be used in calculating certain MSCI
equity indexes. More information can be found in the relevant standard equity
index methodologies on

MSCI receives compensation in connection with licensing its indices to third
parties. MSCI Inc.’s revenue includes fees based on assets in investment
products linked to MSCI equity indexes. Information can be found in MSCI’s
company filings on the Investor Relations section of

MSCI ESG Research Inc. is a Registered Investment Adviser under the Investment
Advisers Act of 1940 and a subsidiary of MSCI Inc. Except with respect to any
applicable products or services from MSCI ESG Research, neither MSCI nor any
of its products or services recommends, endorses, approves or otherwise
expresses any opinion regarding any issuer, securities, financial products or
instruments or trading strategies and neither MSCI nor any of its products or
services is intended to constitute investment advice or a recommendation to
make (or refrain from making) any kind of investment decision and may not be
relied on as such. Issuers mentioned or included in any MSCI ESG Research
materials may include MSCI Inc., clients of MSCI or suppliers to MSCI, and may
also purchase research or other products or services from MSCI ESG Research.
MSCI ESG Research materials, including materials utilized in any MSCI ESG
Indexes 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, 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.


Media Enquiries:
Michele Clarke, MSCI, New York, + 1.646.732.5079
Jo Morgan, MSCI, London, + 44.20.7618.2224
Nick Denton | Christian Pickel, MHP Communications, London, +
MSCI Global Client Service:
EMEA Client Service, + 44.20.7618.2222
Americas Client Service, 1.888.588.4567 (toll free)/+ 1.212.804.3901
Asia Pacific Client Service, + 852.2844.9333
Press spacebar to pause and continue. Press esc to stop.