Document:

Amendment to the Index License Agreement for Funds, dated as of June 21, 2011

 Exhibit 10.62 
 Client Code/Reference No: WFNIA/CA 
 AMENDMENT 

Date of Amendment: June 21st 2011  

AMENDMENT to the Index License Agreement for Funds (the “Agreement”), dated as of May 18, 2000, by and between MSCI
Inc. (“MSCI”), a Delaware corporation, and Barclays Global investors, N.A. (“Licensee”). Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement. 

 

	1.	Exhibit B is hereby amended to allow the Funds to be additionally listed and traded on the Mexican domiciled stock or securities exchanges (herein referred to as the
“Mexican Listed Funds”). All Listed Funds must be issued, sold and traded on a public basis in accordance with the applicable Mexican securities law. All other terms and restrictions contained in Exhibit B shall apply to the Mexican
Listed Funds. Notwithstanding anything to the contrary in Exhibit A, the Mexican Listed Funds may only be based on the following index: 

  

			
	    MSCI EAFE Growth Index	  	MSCI Japan Small Cap index
	MSCI EAFE Value index	  	MSCI Kokusai Index

 For the avoidance of doubt, the license fees set forth in the Agreement as amended, shall apply with
respect to all Mexican Listed Funds. For clarity, there shall be no separate licensee fees for the Mexican Listed Funds but any additional assets from the Mexican Listed Funds shall be included in the average daily net assets of the applicable US
listed Funds for purposed of calculating license fees. 
  

	2.	This Amendment is intended to amend and operate in conjunction with the Agreement and together this Amendment and the Agreement constitute the complete and exclusive
statement of the agreement between the parties and supersede in full all prior proposals and understandings, oral or written, relating to the subject matter hereof. To the extent that any terms of this Amendment conflict with any terms of the
Agreement, the terms of this Amendment shall control. No right or license of any kind is granted to Licensee except as expressly provided in the Agreement and this Amendment. 

	3.	This Amendment shall be governed by, and construed in accordance with, the laws of the State of New York without regard to its conflict or choice of laws principles.

  

									
	LICENSEE	 		 	MSCI Inc.
					
	By	 	/s/ Jenni A. Lee	 		 	By	 	/s/ Paul Friedman
	Name  	 	Jenni A. Lee	 		 	Name	 	Paul Friedman
		 	(printed)	 		 		 	(printed)
	Title	 	Director	 		 	Title	 	Executive Director
	Date	 	6/28/2001	 		 	Date	 	 

  

			
		
	By	 	/s/ Timothy M. Meyer
	Name  	 	Timothy M. Meyer
		 	(printed)
	Title	 	M. Director
	Date	 	6/28/2011Amendment to the Index License Agreement for Funds, dated as of July 1, 2011

 Exhibit 10.63 
 CONFIDENTIAL TREATMENT REQUESTED. *********** INDICATES OMITTED MATERIAL THAT IS THE SUBJECT OF A CONFIDENTIAL TREATMENT REQUEST FILED SEPARATELY WITH THE COMMISSION. THE OMITTED MATERIAL HAS BEEN FILED
SEPARATELY WITH THE COMMISSION. 
 Client Code/Reference No:
             
 AMENDMENT 

Effective Date as of July 1, 2011 

AMENDMENT to the Index License Agreement for Funds (the “Agreement”), dated as of May 18, 2000, by and between MSCI Inc. (formerly
known as Morgan Stanley Capital International, Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used herein but not
otherwise defined herein shall have the meanings ascribed to them in the Agreement. This Amendment shall terminate and replace the Amendment between the parties dated July 1, 2006 (the “2006 Amendment”) solely for periods from
and after date hereof. 
  

	 	1.	Term: Section 1 of the Amendment dated as of December 3, 2004 to the Agreement is hereby deleted. The term of the Agreement is extended until
March 18, 2020, unless earlier terminated as provided therein or herein. Thereafter, the Agreement shall renew for successive one-year periods unless either party provides written notice to the other of its intent not to renew at least ninety
(90) days prior to the end of the then-current term. 

  

	 	2.	Fees: Section 2 of the Amendment dated as of December 3, 2004 to the Agreement is hereby deleted. The license fees shall be calculated and payable on a
calendar quarterly basis as follows commencing as of the Effective Date of this Amendment: 

  

	 	a.	MSCI JAPAN: Licensee shall pay MSCI a quarterly license fee with respect to the use of the MSCI Japan Index (“MSCI Japan”) as the basis for, or
a component of, any passively managed Fund. The quarterly license fee shall equal: 

  

	 	•	 	 ***********. 

  

	 	To	the extent that the license fees payable to MSCI for a passively managed Fund based on MSCI Japan decrease in any calendar year, such licensee fees payable to MSCI,
when expressed as a percentage of AUM for the applicable period, ***********. 

  

	 	b.	MSCI EAFE: Licensee shall pay MSCI a quarterly license fee with respect to the use of the MSCI Standard International Equity Index Series EAFE (“MSCI
EAFE”) as the basis for, or a component of, any passively managed Fund. The quarterly license fee shall be calculated as ***********: 

  

			
	 AUM of the Relevant Fund
	  	 QUARTERLY LICENSE FEE

	 ***********
	  	***********
	 ***********
	  	***********
	 ***********
	  	***********
	 ***********
	  	***********

  

	 	c.	OTHER MSCI INDICES: For use of all other MSCI Indices licensed under the Agreement, Licensee shall pay MSCI a quarterly license fee with respect to the use of
each such Index as the basis for, or a component of, a passively managed Fund. The quarterly license fee shall be calculated as ***********: 

  

			
	 AUM of the Relevant Fund
	  	 QUARTERLY LICENSE FEE

		
	 ***********
	  	***********
		
	 ***********
	  	***********
		
	 ***********
	  	***********
		
	 ***********
	  	***********
		
	 ***********
	  	***********

  

	 	d.	“Expense Ratio”: shall mean the amount of a Fund’s assets used to pay its expenses during a given time period expressed as a percentage of the
Fund’s average daily net assets over the same time period, including without limitation the total management fees, rule 12b-1 fees (or the equivalent) and all other Fund expenses. A Fund’s Expense Ratio shall be the Fund’s “Total
Fund Operating Expense” as published by a Fund for the relevant period. Notwithstanding anything to the contrary contained herein, if any Fund does not have an Expense Ratio, *********** of the Funds AUM during the relevant period.

  

	 	e.	Payment: The license fees shall be paid in arrears to MSCI by the fifteenth day of the following quarter and shall be accompanied by a statement from Licensee
stating that such fees are accurate. Any license fees or any other amounts due hereunder that are not timely paid shall accrue interest at the rate of *********** or the maximum amount permitted by law, whichever is less, which interest charges
shall begin accruing on the relevant due date and shall continue to accrue until such license fees and all other amounts due hereunder are paid in full. 

  

	 	f.	Records: Licensee shall maintain detailed and accurate records with respect to the assets of the Funds and any of Licensee’s payments to MSCI hereunder.
During the term of the Agreement and for a period of three (3) years after its termination, Licensee, upon written request by MSCI, shall provide access to such records during normal business hours to MSCI and/or an independent accounting
organization chosen and compensated by MSCI. Licensee shall promptly pay any underreported license fees and all other amounts due hereunder determined by such audit plus interest thereon at a rate of ***********, or the highest rate allowed by law,
whichever is less, for the period of time during which such amount was owed and unpaid. If such audit reveals an underpayment in excess of *********** of the amount due hereunder, then Licensee shall also pay for the reasonable cost o such audit.

  

	 	g.	Taxes: Licensee will promptly pay all federal, state and local sales, personal property, ad valorem and other taxes of a similar nature arising as a result of
the Agreement, other than taxes based on MSCI’s income. 

  

	 	3.	Additional Licensees: 

 a.***********. 
 b.***********. 

***********. 

  
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 c.***********. 

***********: 
 i.***********, 
 ii.***********, and 

iii.***********. 
 ***********. 
 ***********. 

 

	 	4.	Index Definitions: 

 For
the avoidance of doubt, the parties acknowledge that the MSCI EAFE and Japan Indices are defined as the then-current versions of such indices as part of the MSCI Standard International Equity Index Series, and the Agreement and this Amendment shall
apply with respect to any successor index, or any methodology changes to, any such Index, resulting in such Index remaining an MSCI Standard International Equity Index. 
  

	 	5.	Index Marketing: 

  

	 	a.	***********. 

	 	b.	***********. 

	 	c.	***********. 

	 	d.	Licensee acknowledges that MSCI’s marketing and promotional efforts shall be limited to MSCI’s international indices, and that MSCI has no obligation or
intent to market or promote any Funds or Licensee’s products or services generally. In the event MSCI chooses to engage in marketing or promotional efforts that reference any trade or service mark belonging to Licensee, MSCI will obtain
Licensee’s approval prior to referencing such mark. 

  

	 	6.	Miscellaneous: 

 This
Amendment is intended to amend and operate in conjunction with the Agreement and together this Amendment and the Agreement constitute the complete and exclusive statement of the agreement between the parties and supersede in full all prior proposals
and understandings, oral or written, relating to the subject matter hereof. No right or license of any kind is granted to Licensee except as expressly provided in the Agreement and this Amendment. This Amendment shall be governed by, and construed
in accordance with, the laws of the State of New York without regard to its conflict or choice of laws principles. 

  
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	BlackRock Institutional Trust Company, N.A.	 	MSCI INC.
						
	By	 	/s/ Jenni A. Lee	 		 	By	 		 	/s/ Paul Friedman
	Name and Title	 	Jenni A. Lee	 		 	Name and Title	 	MSCI
		 	(printed)	 	Director	 		 	(printed)	 	ED

  

													
	By	 	/s/ Timothy M. Meyer	 		 		 		 	
	Name and Title	 	Timothy M. Meyer	 		 		 	
		 	(printed)	 	M. Director	 		 		 	

  
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