Information Related to MSCI
Limited’s Authorization underthe UK BenchmarkRegulation
MSCIAugust 2024

Information Classification: GENERALINFORMATION RELATED TO MSCI LIMITED’S AUTHORIZATION UNDER THE UK BENCHMARKREGULATION | MAY 2024

1. Benchmark Families
MSCI Limited’s authorization covers seven benchmark families1:

1.1

•

•

MSCI equity benchmark family, which includesoall standard MSCI equity indexes (included in MSCI index datamodules), ando

all custom MSCI equity indexes that clients have informed MSCIare used as benchmarks for regulated purposes as described inArticle 3.1(7) of the benchmark regulation.

MSCI blended benchmark family is comprised of indexes defined as acombination of 1) MSCI equity indexes with indexes representing otherasset classes or 2) indexes representing only non-equity asset classes,
which includes
oMSCI PIMFA Indexes

oMSCI FX Hedge Indexeso

MSCI Hedged Indexeso

MSCI Daily Hedged Indexes

oMSCI Adaptive Hedge Indexes

oMSCI Global Currency Indexes

oMSCI Currency Factor Indexes

oMSCI Liquid Real Estate Indexeso

MSCI Multi-Asset Indexes – Dynamic Planner Moduleo

MSCI Business Cycle Clock Factor Select Indexes

oMSCI Dynamic Participation Indexeso

MSCI Risk Control Indexeso

MSCI Short and Leveraged Indexeso

MSCI ACWI Rising Consumer Select Dual Exposure Indexo

MSCI USA Select Strong-Balance Sheet Index

1

Excludes, all the MSCI EU Paris-aligned Benchmarks (PAB) and EU Climate Transition Benchmarks (CTB) which aremanaged by MSCI Deutschland GmbH. MSCI Deutschland GmbH is registered under and authorized by Germany’s FederalFinancial Supervisory Authority (“BaFin”) as an EU benchmark administrator for MSCI equity, blended and fixed incomebenchmarks. The MSCI CTB and PAB indexes under EU BMR scope will remain eligible for use in the UK as a result of theUK Benchmarks Regulation Equivalence (No. 2) Directions of 2020 and the UK's Financial Services Act of 2021 (UK BMRTransition Period), while UK-administered MSCI benchmarks (i.e., non-CTB and non-PAB benchmarks) will remain eligible foruse in the EU under the EU's BMR transition period which has been extended to December 31, 2025.

© 2024 MSCI Inc. All rights reserved. Please refer to the disclaimer at the end of this document.

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INFORMATION RELATED TO MSCI LIMITED’S AUTHORIZATION UNDER THE UK BENCHMARKREGULATION | MAY 2024••••o

MSCI Select Corridor Hedged Indexeso

MSCI Extended Risk Control Indexeso

MSCI Economic Regime Allocator Indexes

MSCI fixed income benchmark family, which includesoall standard MSCI fixed income indexes (included in MSCI index
data modules), ando

all custom MSCI fixed income indexes that clients have informed
MSCI are used as benchmarks for regulated purposes as
described in Article 3.1(7) of the benchmark regulation.

MSCI digital assets benchmark family, which covers
oall standard MSCI digital assets indexes (included in MSCI index
data modules), ando

all custom MSCI digital assets indexes that clients have informed
MSCI are used as benchmarks for regulated purposes as
described in Article 3.1(7) of the benchmark regulation.

MSCI ETF linked index benchmark family, which covers
oall standard MSCI ETF linked indexes (included in MSCI index
data modules), andoall custom MSCI ETF linked indexes that clients have informed
MSCI are used as benchmarks for regulated purposes as
described in Article 3.1(7) of the benchmark regulation.

MSCI property benchmark family, which covers
o•

MSCI property fund (with published NAV) benchmark family,
which covers
o1.2

MSCI Property Indexes for which MSCI Limited has provided
written permission in each instance to its client to be used for aregulated purpose as described in Article 3.1(7) of the benchmark
regulation. The permission process is set out on the index
regulation page of MSCI’s website at www.msci.com/indexregulation.

MSCI Property Fund Indexes for which MSCI Limited has provided
written permission in each instance to its client to be used for aregulated purpose as described in Article 3.1(7) of the benchmark
regulation. The permission process is set out on the index
regulation page of MSCI’s website at www.msci.com/indexregulation.

Excluded from MSCI Limited’s authorization are:•MSCI Fair Value Indexes (MSCI Indexes with IDCo Fair Value Pricing andMSCI Indexes with ITG Fair Value Model) which are not made available© 2024 MSCI Inc. All rights reserved. Please refer to the disclaimer at the end of this document.

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INFORMATION RELATED TO MSCI LIMITED’S AUTHORIZATION UNDER THE UK BENCHMARKREGULATION | MAY 2024

by MSCI in the UK/European Union.
•Confidential custom indexes that are not used as benchmarks forregulated purposes as described in Article 3.1(7) ofthe benchmark
regulation and are out of scope of the benchmark regulation.

•Indexes for which MSCI is not the benchmark administrator, including:oBloomberg MSCI ESG Indexes, andoIndexes for which MSCI is a calculator only.

•All MSCI Private Real Assets Indexes other than those included in theMSCI property benchmark and MSCI property fund (with published NAV)
benchmark families and permissioned by MSCI as set forth above.

•All MSCI EU Paris-aligned Benchmarks (PAB) and EU Climate Transition
Benchmarks (CTB) are managed by MSCI Deutschland GmbH.

2. MSCI Control Frameworks
Pursuant to Article 6.5 of the benchmark regulation, clients of MSCI may request acopy of the MSCI BMR Control Framework here.

© 2024 MSCI Inc. All rights reserved. Please refer to the disclaimer at the end of this document.

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INFORMATION RELATED TO MSCI LIMITED’S AUTHORIZATION UNDER THE UK BENCHMARKREGULATION | AUGUST 2023

Contact us
msci.com/contact-us
AMERICAS

About MSCIUnited States+ 1 888 588 4567 *Canada+ 1 416 687 6270

Brazil+ 55 11 4040 7830

Mexico+ 52 81 1253 4020

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South Africa+ 27 21 673 0103

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MSCI is a leading provider of critical decision
support tools and services for the global
investment community. With over 50 years ofexpertise in research, data and technology, wepower better investment decisions by enablingclients to understand and analyze key drivers of risk
and return and confidently build more effective
portfolios. We create industry-leading researchenhanced solutions that clients use to gain insight
into and improve transparency across theinvestment process.
To learn more, please visit www.msci.com.
The process for submitting a formal index
complaint can be found on the index regulation
page of MSCI’s websiteat:https://www.msci.com/index- regulation.

* toll-free© 2023 MSCI Inc. All rights reserved.

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INFORMATION RELATED TO MSCI LIMITED’S AUTHORIZATION UNDER THE UK BENCHMARKREGULATION | AUGUST 2023

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