Driving Value forYour Portfolios
How Asset Managers canleverage MSCI indexes anddata

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CLARITY DRIVES ACTIONDriving Value forYour Portfolios

Overview

Use cases

What sets MSCI apart?

Contact us

Driving Value for Your Portfolios
Industry-leading indexes and data to help you measure, manage and provide unique insights about
your strategy.
Navigating market cycles and geopolitical uncertainties can be complex. The key to managing theseever-changing challenges and constructing risk-adjusted portfolios is making decisions with a strategic,
thoughtful, and adaptable approach.
To thrive in this environment, you need consistent and high-quality data. This is where MSCI can help. We
offer unique insights, timeliness, and a broad range of competitively priced index products that provide youwith tools to better manage and differentiate your strategies in the market. With MSCI, you gain access tohigh quality and robust data, empowering you to make informed decisions and drive value for your clients.
Whether your investment goals are diversification, outperformance, or differentiation, we are here to support
you. With over USD 15.6 trillion in assets under management benchmarked to MSCI indexes1, we bringinsights to investors worldwide, regardless of whether you are a global or US equity-focused manager.

1. Assets under management, as of December 31, 2023, was reported on or before March 31, 2024, using data from eVestment for active institutional
funds and Morningstar for active retail funds. Equity ETF values were based on data from Refinitiv and MSCI.

Want to learn more about how MSCI can help you?
Contact us2

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Driving Value forYour Portfolios

Overview

Use cases

What sets MSCI apart?

Contact us

Here’s how our asset manager clients leverage
our indexes and data:

Performance
attribution:

Indexes as investment
universes:

Portfolio
construction:

Research
insights:

Marketcapture:l Assess the performancel Employ indexes as al Use leading marketl E
 nhance stock-levell Create investmentof equity portfolios
and use our indexes
as benchmarks tounderstand how
investments are meetingor falling short of
expectations.

reference for a variety ofinvestment strategies,
building on our provenindex construction
methodology andgovernance bestpractices.

Want to learn more about how MSCI can help you?
Contact us

data to gain a deeper
understanding of
performance and risk
drivers at the portfolio
level, facilitating
informed decisionmaking.

research through the useof MSCI’s unique andproprietary datasets.

vehicles that referenceor are based on our
indexes, such as mutual
funds and separately
managed accounts, aswell as more complex
structured products.

3

01

Driving Value forYour Portfolios

Overview

Use cases

What sets MSCI apart?

Contact us

What sets MSCI apart?
Interested in learning
more? Contact us
to learn how we can
support you!
1. Choice and breadth ofindexes:

2. Global and domestic
scope:

3. High-quality index
data:

4. Timeliness andreliability:l W
 e calculate and publishl W ith our experience inl W
 e source data froml W
 e aim to deliver our

thousands of indexes tobetter cater to investor
needs across equities
and fixed Income. Our
offerings cover a diversemix of construction
approaches spanningmarket cap, ESG, climate,factors, thematic and realestate.

global markets, we offer
solutions designed toaddress the demands ofboth international asset
managers and those
focused on US equities.

multiple vendors forcross-validation inan effort to achieve
accuracy, which combinedwith machine learningtechniques adds anotherlayer of validation. As
a result, our current
accuracy rate is 99.9%2.

indexes in a timely manner,seeking to ensure stability
in any inputs to investment
strategies. Our current
delivery timeliness rate is
99.7%3.

2.

Accuracy rate for the period from February 2023 to January 2024 was calculated by dividing the number of corrections performed by the total number of securities or data points covered.

3.

Delivery timeliness rate for the period from February 2023 to January 2024 was calculated by average product delivery rates across all production cycles.

Want to learn more about how MSCI can help you?
Contact us

MSCI is a leader in indexes, and apartner you can rely on:l W e are a leading provider for

institutional investors and global
leader in equity indexes.

l O ur data quality standards and datadelivery timings are consistently
high.

l W
 e offer flexible technology

to support effective systems
integration and address portfolio
reporting needs.

MSCI is committed to supporting
asset managers and offers clients
flexibility and cost-effective licensing
options.

4

Contact us
AMERICASEUROPE, MIDDLE EAST & AFRICAASIA PACIFIC

US+1 888 588 4567
(toll free)

Canada+1 416 628 1007

Brazil+55 11 4040 7830

Hong Kong

Mexico+52 81 1253 4020

India

China

Malaysia
South Korea

North: 10800 852 1032
(toll free)South: 10800 152 1032
(toll free)+852 2844 9333
+91 22 6784 9160
1800818185(toll free)
00798 8521 3392
(toll free)Singapore800 852 3749
(toll free)

Australia+612 9033 9333

Taiwan008 0112 7513
(toll free)

Thailand

0018 0015 6207 7181
(toll free)Japan+81 3 4579 0333

South Africa+27 21 673 0103

Germany+49 69 133 859 00

Switzerland+41 22 817 9400

United Kingdom+44 20 7618 2222

Italy

+39 025 849 0415

France+33 17 6769 810

About MSCI ESG Research
Products and Services
MSCI ESG Research products and services are provided by MSCI ESG
Research LLC, and are designed to provide in-depth research, ratings andanalysis of environmental, social and governance-related business practices
to companies worldwide. ESG ratings, data and analysis from MSCI ESG
Research LLC. are also used in the construction of the MSCI ESG Indexes.
MSCI ESG Research LLC is a Registered Investment Adviser under theInvestment Advisers Act of 1940 and a subsidiary of MSCI Inc.

About MSCI Inc.
MSCI is a leading provider of critical decision support tools and services forthe global investment community. With over 50 years of expertise in research,data and technology, we power better investment decisions by enabling clientsto 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 acrossthe investment process.
To learn more, please visit www.msci.com.

The information contained herein (the “Information”) may not be reproduced or redisseminated in whole or in part without prior written permission from MSCI ESG Research. The Information may not be used to verify or correct other data, to create any derivative works, to create indexes, risk models, or analytics, or in connection with issuing, offering,sponsoring, managing or marketing any securities, portfolios, financial products or other investment vehicles. Historical data and analysis should not be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. MSCI ESG Research is provided by MSCI Inc.’s subsidiary, MSCI ESG Research LLC, a Registered Investment
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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 ormore 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
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Research LLC. MSCI Indexes are administered by MSCI Limited (UK).
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 inwhole 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.
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