Assets in Global Equity ETFs linked to MSCI Indexes Reach All-Time High of $707 Billion
  • Total assets benchmarked to MSCI equity indexes now over $12.4 trillion globally
  • More than 85% of all international equity fund assets are benchmarked to MSCI indexes
  • More equity ETFs track MSCI's indexes than any other provider
New York - November 10, 2017 - MSCI Inc. (NYSE: MSCI), a leading provider of indexes, portfolio construction, risk management tools and services for global investors, announced today that assets under management ("AUM") in equity exchange-traded funds ("ETFs") linked to its indexes reached an all-time high of $707 billion on November 6, 2017, an increase of 53% from a year ago.1

Since the start of this year, AUM in ETFs linked to MSCI indexes rose $226 billion, which includes net in-flows of

$116 billion and market appreciation of $110 billion, as of November 6, 2017. There are currently more than 980 ETFs tracking MSCI indexes globally. More equity ETFs track MSCI's indexes than those of any other index provider.2

AUM in ETFs linked to MSCI indexes are one component of the more than $12.4 trillion in total equity AUM benchmarked to MSCI indexes globally.3 Total AUM benchmarked to MSCI indexes increased by approximately 19% year-over-year highlighting the firm's continued growth in the equity markets.4

"Having over 12.4 trillion in AUM benchmarked to our equity indexes globally is a testament to our leadership and our ability to deliver a global index framework with broad market coverage, that provides an accurate reflection of the equity markets for our clients," said Diana Tidd, MSCI's Head of Index.

Currently, more than $3.2 trillion in AUM is benchmarked to the MSCI ACWI index series, which is a year-over- year increase of 19%5, and more than $1.9 trillion in AUM is benchmarked to the MSCI EAFE index series. MSCI indexes are the benchmark for more than 85% of all internationally focused fund assets.3

MSCI Emerging Market index series has over $1.6 trillion in AUM benchmarked to it.3

-Ends-

1 All data on AUM in ETFs is based on data sourced from Bloomberg. The AUM in ETFs number also includes AUM in ETNs of approximately $3 billion on November 6, 2017 and $2 billion on November 6, 2016.

2 Source: Bloomberg data calculated by aggregating the number of share classes of all exchange traded funds tracking an MSCI index, as

identified by separate Bloomberg tickers using MSCI classification. Only primary listings, and not cross-listings, are counted.

3 As of June 30, 2017, reported on September 30, 2017 based on data from eVestment, Morningstar and Bloomberg.

4Increase represents the change in the amount of AUM as of June 30, 2017 as compared to June 30, 2016. The total AUM as of June 30, 2016 was approximately $10.4 trillion.

5Increase represents the change in AUM benchmarked to the MSCI ACWI index series as of June 30, 2017 as compared to June 30, 2016.

The total AUM benchmarked to the MSCI ACWI index series as of June 30, 2016 was approximately $2.7 trillion.

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