STOCK TITAN

MSCI Equity Indexes February 2025 Index Review

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags

MSCI Inc. has announced the results of its February 2025 Index Review for MSCI Equity Indexes, with changes effective February 28, 2025. The review includes significant modifications across multiple indexes:

In the MSCI ACWI Index, 23 securities will be added and 107 deleted. Notable additions to the MSCI World Index include United Airlines Holdings, Reddit A, and Natera from the USA. The MSCI Emerging Markets Index will add Hyundai Motor India, Emaar Development, and J&T Global Express B.

The MSCI ACWI Small Cap Index will see 193 additions and 297 deletions, while the MSCI Frontier Markets Index will have 13 additions and 4 deletions, including Koncar Eletroindustrija, CFG Bank, and Standard Chartered Bank as major additions. Due to market accessibility issues, changes for securities classified in Bangladesh will not be implemented.

MSCI Inc. ha annunciato i risultati della sua Revisione degli Indici di febbraio 2025 per gli Indici Azionari MSCI, con modifiche che entreranno in vigore il 28 febbraio 2025. La revisione comprende modifiche significative in diversi indici:

Nell'Indice MSCI ACWI, verranno aggiunte 23 azioni e ne verranno eliminate 107. Le aggiunte più significative all'Indice MSCI World includono United Airlines Holdings, Reddit A e Natera dagli Stati Uniti. L'Indice MSCI Emerging Markets aggiungerà Hyundai Motor India, Emaar Development e J&T Global Express B.

L'Indice MSCI ACWI Small Cap vedrà 193 aggiunte e 297 eliminazioni, mentre l'Indice MSCI Frontier Markets avrà 13 aggiunte e 4 eliminazioni, tra cui Koncar Eletroindustrija, CFG Bank e Standard Chartered Bank come aggiunte principali. A causa di problemi di accessibilità al mercato, le modifiche per i titoli classificati in Bangladesh non saranno implementate.

MSCI Inc. ha anunciado los resultados de su Revisión de Índices de febrero de 2025 para los Índices de Renta Variable MSCI, con cambios que entrarán en efecto el 28 de febrero de 2025. La revisión incluye modificaciones significativas en múltiples índices:

En el Índice MSCI ACWI, se añadirán 23 valores y se eliminarán 107. Las incorporaciones notables al Índice MSCI World incluyen a United Airlines Holdings, Reddit A y Natera de EE. UU. El Índice MSCI Emerging Markets añadirá a Hyundai Motor India, Emaar Development y J&T Global Express B.

El Índice MSCI ACWI Small Cap verá 193 adiciones y 297 eliminaciones, mientras que el Índice MSCI Frontier Markets tendrá 13 adiciones y 4 eliminaciones, incluyendo a Koncar Eletroindustrija, CFG Bank y Standard Chartered Bank como adiciones principales. Debido a problemas de accesibilidad en el mercado, los cambios para los valores clasificados en Bangladés no se implementarán.

MSCI Inc.는 2025년 2월 인덱스 리뷰 결과를 발표했습니다. MSCI 주식 인덱스에 대한 변경 사항은 2025년 2월 28일부터 시행됩니다. 이번 리뷰는 여러 인덱스에 걸쳐 중요한 수정 사항을 포함합니다:

MSCI ACWI 지수에는 23개의 증권이 추가되고 107개가 삭제됩니다. MSCI World 지수의 주요 추가 항목으로는 미국의 United Airlines Holdings, Reddit A, Natera가 포함됩니다. MSCI Emerging Markets 지수는 Hyundai Motor India, Emaar Development 및 J&T Global Express B를 추가합니다.

MSCI ACWI Small Cap 지수는 193개의 추가 및 297개의 삭제가 있을 예정이며, MSCI Frontier Markets 지수는 13개의 추가 및 4개의 삭제가 있을 예정입니다. 주요 추가 항목으로는 Koncar Eletroindustrija, CFG Bank 및 Standard Chartered Bank가 있습니다. 시장 접근성 문제로 인해 방글라데시에서 분류된 증권에 대한 변경 사항은 시행되지 않습니다.

MSCI Inc. a annoncé les résultats de sa Revue d'Indices de février 2025 pour les Indices Actions MSCI, avec des modifications qui entreront en vigueur le 28 février 2025. La revue comprend des modifications significatives à travers plusieurs indices :

Dans le Indice MSCI ACWI, 23 valeurs seront ajoutées et 107 supprimées. Parmi les ajouts notables à l'Indice MSCI World figurent United Airlines Holdings, Reddit A et Natera des États-Unis. L'Indice MSCI Emerging Markets ajoutera Hyundai Motor India, Emaar Development et J&T Global Express B.

L'Indice MSCI ACWI Small Cap connaîtra 193 ajouts et 297 suppressions, tandis que l'Indice MSCI Frontier Markets aura 13 ajouts et 4 suppressions, y compris Koncar Eletroindustrija, CFG Bank et Standard Chartered Bank comme ajouts majeurs. En raison de problèmes d'accessibilité au marché, les changements pour les titres classés au Bangladesh ne seront pas mis en œuvre.

MSCI Inc. hat die Ergebnisse seiner Indexüberprüfung für Februar 2025 für die MSCI Aktienindizes bekannt gegeben, wobei die Änderungen am 28. Februar 2025 in Kraft treten. Die Überprüfung umfasst erhebliche Änderungen in mehreren Indizes:

Im MSCI ACWI Index werden 23 Wertpapiere hinzugefügt und 107 gelöscht. Zu den bemerkenswerten Ergänzungen des MSCI World Index gehören United Airlines Holdings, Reddit A und Natera aus den USA. Der MSCI Emerging Markets Index wird Hyundai Motor India, Emaar Development und J&T Global Express B hinzufügen.

Der MSCI ACWI Small Cap Index wird 193 Ergänzungen und 297 Löschungen sehen, während der MSCI Frontier Markets Index 13 Ergänzungen und 4 Löschungen haben wird, einschließlich Koncar Eletroindustrija, CFG Bank und Standard Chartered Bank als wichtige Ergänzungen. Aufgrund von Problemen mit der Marktgängigkeit werden die Änderungen für in Bangladesch klassifizierte Wertpapiere nicht umgesetzt.

Positive
  • Major index rebalancing showing market dynamism and evolution
  • Inclusion of significant companies like United Airlines Holdings and Reddit A in World Index
  • Expansion in Emerging Markets with addition of major companies like Hyundai Motor India
Negative
  • Large number of deletions (107) from MSCI ACWI Index compared to only 23 additions
  • Market accessibility issues in Bangladesh preventing implementation of changes

Insights

The February 2025 MSCI Index Review signals several significant market shifts that will impact trillions in passive investments. The substantial imbalance between additions (23) and deletions (107) in the MSCI ACWI Index suggests a notable consolidation in the global equity market landscape. This asymmetry typically indicates stricter inclusion criteria or deteriorating market conditions for smaller constituents.

The addition of United Airlines Holdings and Reddit A to the World Index is particularly telling. Reddit's inclusion represents the maturation of social media platforms into mainstream investment vehicles, while United Airlines' addition reflects the post-pandemic recovery in the travel sector. These changes will trigger substantial rebalancing flows as ETFs and index funds adjust their holdings to match the new compositions.

In emerging markets, the additions of Hyundai Motor India and Emaar Development highlight the growing importance of South Asian and Middle Eastern markets. This geographical shift could signal a gradual reweighting of global portfolios away from traditional emerging market heavyweights.

The continued suspension of changes for Bangladesh securities represents ongoing concerns about market accessibility and liquidity. This cautious approach underscores MSCI's commitment to maintaining high standards for market inclusion, which is important for institutional investors who rely on these indexes for portfolio construction.

The extensive changes in the Small Cap Index (193 additions, 297 deletions) suggest a significant reconstruction of the small-cap universe, likely reflecting both market conditions and changing liquidity requirements. This rebalancing will particularly impact specialized small-cap funds and could lead to increased trading volatility in affected securities as the implementation date approaches.

LONDON--(BUSINESS WIRE)-- 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 2025 Index Review for the MSCI Equity Indexes. All changes will be implemented as of the close of February 28, 2025.

Highlights include:

MSCI Global Standard Indexes: Twenty-three securities will be added to and 107 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 United Airlines Holdings (USA), Reddit A (USA) and Natera (USA). The three largest additions to the MSCI Emerging Markets Index measured by full company market capitalization will be Hyundai Motor India (India), Emaar Development (United Arab Emirates) and J&T Global Express B (China).

MSCI Global Small Cap Indexes: There will be 193 additions to and 297 deletions from the MSCI ACWI Small Cap Index.

MSCI Global Investable Market Indexes: There will be 124 additions to and 312 deletions from the MSCI ACWI Investable Market Index (IMI).

MSCI Global All Cap Indexes: There will be 111 additions to and 90 deletions from the MSCI World All Cap Index.

MSCI Frontier Markets Indexes: There will be 13 additions to and four 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 Koncar Eletroindustrija (Croatia), CFG Bank (Morocco) and Standard Chartered Bank (Kenya). There will be 22 additions to and 12 deletions from the MSCI Frontier Markets Small Cap Index.

In light of currently observed market accessibility issues, MSCI will continue to not implement changes as part of this Index Review for any securities classified in Bangladesh for the MSCI Bangladesh Indexes or impacted composite indexes.

These changes, along with other changes across MSCI Equity Indexes including the MSCI US Equity Indexes, MSCI US REIT Index, MSCI China A Onshore Indexes and China All Shares Indexes are available on MSCI's "Index Review" web page: www.msci.com/index-review.

-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.

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. All rights in the Information are reserved by MSCI and/or its Information Providers.

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 ANY EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION (OR THE RESULTS TO BE OBTAINED BY THE USE THEREOF), AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, EACH INFORMATION PROVIDER EXPRESSLY DISCLAIMS ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF ORIGINALITY, ACCURACY, TIMELINESS, NON-INFRINGEMENT, COMPLETENESS, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE INFORMATION.

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 may include “Signals,” defined as quantitative attributes or the product of methods or formulas that describe or are derived from calculations using historical data. Neither these Signals nor any description of historical data are intended to provide investment advice or a recommendation to make (or refrain from making) any investment decision or asset allocation and should not be relied upon as such. Signals are inherently backward-looking because of their use of historical data, and they are not intended to predict the future. The relevance, correlations and accuracy of Signals frequently will change materially.

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 indexes, but does not manage actual assets. The calculation of indexes and index returns may deviate from the stated methodology. 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 LLC and Barra LLC, may be used in calculating certain MSCI indexes. More information can be found in the relevant index methodologies on www.msci.com.

MSCI receives compensation in connection with licensing its indexes to third parties. MSCI Inc.’s revenue includes fees based on assets in Index Linked Investments. Information can be found in MSCI Inc.’s company filings on the Investor Relations section of msci.com.

MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc. 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 MSCI’s products or services are not a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such, provided that applicable products or services from MSCI ESG Research may constitute investment advice. 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. MSCI ESG and climate ratings, research and data are produced by MSCI ESG Research LLC, a subsidiary of MSCI Inc. MSCI ESG Indexes, Analytics and Real Estate are products of MSCI Inc. that utilize information from MSCI ESG Research LLC. MSCI Indexes are administered by MSCI Limited (UK) and MSCI Deutschland GmbH.

Please note that the issuers mentioned in MSCI ESG Research materials sometimes have commercial relationships with MSCI ESG Research and/or MSCI Inc. (collectively, “MSCI”) and that these relationships create potential conflicts of interest. In some cases, the issuers or their affiliates purchase research or other products or services from one or more MSCI affiliates. In other cases, MSCI ESG Research rates financial products such as mutual funds or ETFs that are managed by MSCI’s clients or their affiliates, or are based on MSCI Inc. Indexes. In addition, constituents in MSCI Inc. equity indexes include companies that subscribe to MSCI products or services. In some cases, MSCI clients pay fees based in whole or part on the assets they manage. MSCI ESG Research has taken a number of steps to mitigate potential conflicts of interest and safeguard the integrity and independence of its research and ratings. More information about these conflict mitigation measures is available in our Form ADV, available at https://adviserinfo.sec.gov/firm/summary/169222.

Any use of or access to products, services or information of MSCI requires a license from MSCI. MSCI, Barra, RiskMetrics, IPD 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 S&P Global Market Intelligence. “Global Industry Classification Standard (GICS)” is a service mark of MSCI and S&P Global Market Intelligence.

MIFID2/MIFIR notice: MSCI ESG Research LLC does not distribute or act as an intermediary for financial instruments or structured deposits, nor does it deal on its own account, provide execution services for others or manage client accounts. No MSCI ESG Research product or service supports, promotes or is intended to support or promote any such activity. MSCI ESG Research is an independent provider of ESG data.

Privacy notice: For information about how MSCI collects and uses personal data, please refer to our Privacy Notice at https://www.msci.com/privacy-pledge.

Media Inquiries

PR@msci.com

Melanie Blanco +1 212 981 1049

Konstantinos Makrygiannis +44 77 6893 0056

Tina Tan +852 2844 9320

MSCI Global Client Service

EMEA Client Service +44 20 7618 2222

Americas Client Service +1 888 588 4567

Asia Pacific Client Service +852 2844 9333

Source: MSCI Inc.

FAQ

What are the major changes in MSCI's February 2025 Index Review?

The review includes 23 additions and 107 deletions from the MSCI ACWI Index, with United Airlines Holdings, Reddit A, and Natera being the largest additions to the World Index. The review also includes significant changes to Small Cap, Frontier Markets, and other indexes.

Which companies are being added to the MSCI World Index in February 2025?

The three largest additions to the MSCI World Index are United Airlines Holdings (USA), Reddit A (USA), and Natera (USA).

How many changes are being made to the MSCI ACWI Small Cap Index?

The MSCI ACWI Small Cap Index will have 193 additions and 297 deletions as part of the February 2025 review.

Why are changes not being implemented for Bangladesh securities in the February 2025 review?

MSCI is not implementing changes for Bangladesh securities due to currently observed market accessibility issues in the country.

When will the MSCI February 2025 Index Review changes take effect?

All changes announced in the February 2025 Index Review will be implemented as of the close of February 28, 2025.

MSCI, Inc.

NYSE:MSCI

MSCI Rankings

MSCI Latest News

MSCI Stock Data

45.68B
75.08M
3.21%
92%
0.99%
Financial Data & Stock Exchanges
Services-business Services, Nec
Link
United States
NEW YORK