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MSCI Equity Indices November 2009 Semi-Annual Index Review

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, the MSCI Frontier Markets Indices, the MSCI Global Islamic Indices, the MSCI US Equity Indices, the MSCI US REIT Index and the MSCI China A Indices – that will be made as of the close of November 30, 2009. These changes result from the November 2009 Semi-Annual Index Review and have been posted on MSCI’s web site at http://www.mscibarra.com.

MSCI Global Standard Indices: Forty-eight securities will be added to and 38 securities will be deleted from the MSCI Global Standard Indices. The three largest additions to the MSCI World Index are Genworth Financial A (US), Inmarsat (UK) and Petrobank Energy & Resources (Canada). The three largest additions to the MSCI Emerging Markets Index are PDG Realty (Brazil), Lojas Renner (Brazil) and Nine Dragons Paper (China). There will also be a change of country classification for Tim Hortons from US to Canada.

MSCI Global Small Cap Indices: Three hundred and sixty-two securities will be added to and 165 securities will be deleted from the MSCI Global Small Cap Indices. The three largest additions to the MSCI World Small Cap Index are FTI Consulting (US), Aqua America (US), and Ladbrokes (UK). The three largest additions to the MSCI Emerging Markets Small Cap Index are Transneft Pref (Russia), Daphne International Holdings (China) and China Metal Recycling (China).

MSCI Global Value and Growth Indices: For the MSCI All Country World Index (ACWI) Value Index, the largest additions or style changes from growth to value will be Procter & Gamble (US), Total (France), Nokia Corporation (Finland). For the MSCI ACWI Growth Index, the largest additions or style changes from value to growth will be BNP Paribas (France), Caterpillar (US) and Assicurazioni Generali (Italy).

MSCI Frontier Markets Indices: There will be nine additions to and 18 deletions from the MSCI Frontier Markets Indices. The three largest additions to the MSCI Frontier Markets Indices are Gulf Cable & Elect Ind (Kuwait), Vodafone Qatar (Qatar) and Grupo Fin Galicia B ADR (Argentina). In addition, MSCI Barra will introduce a new stand-alone country index for Bangladesh as part of this November 2009 Semi-Annual Index Review.

MSCI Global Islamic Indices: Sixty securities will be added to and 74 will be deleted from the MSCI ACWI Islamic Index. The three largest additions to the MSCI ACWI Islamic Index are Abbott Laboratories (US), Bayer (Germany), and Danone (France). There will also be one addition to and six deletions from the MSCI Gulf Cooperation Council (GCC) Countries Domestic Islamic Index.

MSCI US Equity Indices: There will be no additions to and deletions from the MSCI US Large Cap 300 Index. Ten securities will be added to and five securities will be deleted from the MSCI US Mid Cap 450 Index. The three largest additions to the MSCI US Mid Cap 450 Index are American Int’l Group, Genworth Financial A and F5 Networks.

Fifty nine securities will be added to and 43 securities will be deleted from the MSCI US Small Cap 1750 Index. The three largest additions to the MSCI US Small Cap 1750 Index are Camden Property Trust, American National Insurance and Monster Worldwide.

There will be 49 additions to and 17 deletions from the MSCI US Micro Cap Index.

For the MSCI US Investable Market Value Index, there will be 214 additions or upward changes in Value Inclusion Factors (VIFs), and 275 deletions or downward changes in VIFs. For the MSCI US Investable Market Growth Index, there will be 275 additions or upward changes in Growth Inclusion Factors (GIFs), and 192 deletions or downward changes in GIFs.

MSCI US REIT Index: There will be one addition to and one deletion from the MSCI US REIT Index.

MSCI China A Index: The November 2009 Semi-Annual Index Review coincides with the second phase transition of the MSCI China A Index to the MSCI Global Investable Market Indices (GIMI) Methodology. There will be 69 additions to and 31 deletions from the MSCI China A Index. As announced previously on September 17, 2009, MSCI Barra will be launching the MSCI China A Small Cap Index as of the close of November 30, 2009. Information on the pro-forma MSCI China A Small Cap Index has been made available at the subscriber section of the MSCI Emerging Markets Small Cap web site.

The results of the November 2009 Semi-Annual 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

  • 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. (“MSCI”), Barra, Inc. (“Barra”), or their affiliates (including without limitation Financial Engineering Associates, Inc.) (alone or with one or more of them, “MSCI Barra”), or their direct or indirect suppliers or any third party involved in the making or compiling of the Information (collectively, the “MSCI Barra Parties”), as applicable, 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 or Barra, as applicable.
  • The Information may not be used to verify or correct other data, to create indices, risk models or analytics, or in connection with issuing, offering, sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles based on, linked to, tracking or otherwise derived from any MSCI or Barra product or data.
  • Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction.
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  • Any use of or access to products, services or information of MSCI or Barra or their subsidiaries requires a license from MSCI or Barra, or their subsidiaries, as applicable. MSCI, Barra, MSCI Barra, EAFE, Aegis, Cosmos, BarraOne, and all other MSCI and Barra product names are the trademarks, registered trademarks, or service marks of MSCI, Barra or their affiliates, 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.

Contacts:

For media enquiries please contact:
Sally Todd | Clare Milton, Penrose Financial, London + 44.20.7786.4888
Pen Pendleton | Patrick Clifford, Abernathy MacGregor, New York + 1.212.371.5999
MSCI Barra Global Client Service:
Joe Pivarunas, MSCI Barra, London + 44.20.7618.2222
Elizabeth Turner, MSCI Barra, New York + 1.212.804.3901
Jackson Wang, MSCI Barra, San Francisco + 1.415.576.2323
Abbie Bao, MSCI Barra, Hong Kong + 852.2844.9333
Masao Ikeda, MSCI Barra, Tokyo + 813.5226.8222

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