Document:

msci-ex1073_145.htm

 

Exhibit 10.73

*** INDICATES CERTAIN CONFIDENTIAL PORTIONS OF THIS EXHIBIT THAT HAVE BEEN OMITTED PURSUANT TO ITEM 601(B) OF REGULATION S-K BECAUSE THE IDENTIFIED CONFIDENTIAL PORTIONS (I) ARE NOT MATERIAL AND (II) WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED.

A.N.:130339 AMD_00118162.0

AMENDMENT

Date of Amendment: December 16, 2013

AMENDMENT (this “A   mendment”) to the Index License Agreement for Funds (MSCI reference number 1Xif’_00040) dated as of March 18, 2000 (as previously amended, the “Agreement”) 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 defined herein shall have the meanings ascribed to them in the Agreement.

	
 
	
1.
	
Exhibit A of the Agreement is hereby amended to add the following Indexes:

	
 
	
•
	
MSCI World ex USA with EM Exposure Index

	
 
	
•
	
MSCI USA with EM Exposure Index

	
 
	
•
	
MSCI ACWI with EM Exposure Index

Or such other names as agreed by Licensee and MSCI in writing.

	
 
	
2.
	
Licensee may use the Indexes set forth in Section 1 above solely with respect to the following Funds (each, an “Economic E xposure ETF” and each Economic Exposure ETF shall also be a “Fund” as such term is defined in the Agreement):

	
 
	
•
	
iShares MSCI ACWI with EM Exposure ETF

	
 
	
•
	
iShares MSCI World ex USA with EM Exposure ETF

	
 
	
•
	
iShares MSCI USA with EM Exposure ETF

Or such other names as agreed by Licensee and MSCI in writing.

The Economic Exposure ETF shall be exchange traded index funds listed on a national securities exchange located in the United States.

	
 
	
3.
	
Licensee shall pay MSCI a license fee per Fund based on each Fund’s ***********. The *********** license fee shall be calculated ***********, ***********:

***********

***********

“***********” shall mean the *********** obtained when dividing (i) ***********.

Notwithstanding anything to the contrary contained herein, if any Fund *********** or if a Fund’s *********** or if a Fund has *********** of ***********, the *********** licensee fee for such Fund shall equal ***********.

	
 
	
4.
	
Special Conditions:

	
 
	
a.
	
To the extent that this Amendment conflicts with the Agreement, 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.

	
 
	
b.
	
MSCI may terminate this Amendment with respect to any one or more of the Indexes set forth in Section 1 if, within one (1) year of the date of this Amendment, Licensee does not list an *********** that is based on such Indexes.

	
 
	
c.
	
If Licensee *********** any Economic Exposure ETF or changes *********** for such Economic Exposure ETF, Licensee’s right to use the relevant Index set forth in Section 1 with respect to such Economic Exposure ETF shall ***********.

	
 
	
d.
	
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.

1

 

ACKNOWLEDGED AND AGREED

 

						
	
LICENSEE: BlackRock Institutional Trust Company, N.A
	
 
	
MSCI INC

	
 
	
 
	
 
	
 
	
 
	
 

	
By
	
 
	
/s/ Timothy M. Meyer
	
 
	
By
	
/s/ David Kinzelberg

	
Name
	
 
	
Timothy M. Meyer
	
 
	
Name
	
David Kinzelberg

	
Title
	
 
	
M. Director
	
 
	
Title
	
Executive Director

	
Date
	
 
	
12/10/13
	
 
	
Date
	
Jan 14, 2014

	
 
	
 
	
 
	
 
	
 
	
 

	
LICENSEE: BlackRock Institutional Trust Company, N.A
	
 
	
 
	
 

	
 
	
 
	
 
	
 
	
 
	
 

	
By
	
 
	
/s/ Jenni A. Lee
	
 
	
 
	
 

	
Name
	
 
	
Jenni A. Lee
	
 
	
 
	
 

	
Title
	
 
	
Director
	
 
	
 
	
 

	
Date
	
 
	
12/10/13
	
 
	
 
	
 

 

2msci-ex1082_144.htm

 

Exhibit 10.82

 

*** INDICATES CERTAIN CONFIDENTIAL PORTIONS OF THIS EXHIBIT THAT HAVE BEEN OMITTED PURSUANT TO ITEM 601(B) OF REGULATION S-K BECAUSE THE IDENTIFIED CONFIDENTIAL PORTIONS (I) ARE NOT MATERIAL AND (II) WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED.

A.N.:130339 

AMD_00119879.0

AMENDMENT

 

Date of Amendment: January 23, 2014

AMENDMENT (this “Amendment”) to the Index License Agreement for Funds (MSCI reference number IXF_00040) dated as of March 18, 2000 (as previously amended, the “Agreement”) 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 but not defined herein shall have the meanings ascribed to them in the Agreement.

 

	
 
	
1.
	
Exhibit A of the Agreement is hereby amended to add the following Indexes:

	
 
	
•
	
MSCI Europe Investable Market Index (IMI)

	
 
	
•
	
MSCI Pacific Investable Market Index (IMI)

Or such other indexes as agreed by Licensee and MSCI in writing

	
 
	
2.
	
Licensee may use the Indexes set forth in Section 1 above solely with respect to the following Funds (each, an “IMI ETF” and each IMI ETF shall also be a “Fund” as such term is defined in the Agreement):

	
 
	
•
	
iShares MSCI Europe ETF

	
 
	
•
	
iShares MSCI Pacific ETF

Or such other names as agreed by Licensee and MSCI in writing.

The IMI ETFs shall be exchange traded index funds listed on a national securities exchange located in the United States.

	
 
	
3.
	
Licensee shall pay MSCI a ********* license fee per Fund based on each Fund’s

*********************************************, which fee shall be calculated and payable on a

***************. The ********* license fee shall be calculated

************************************************************************************************************************************************************************************************************************************, as follows:

 

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

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

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

 

“Expense Ratio” shall mean the ********************************* obtained when dividing***************************************************************************************************************************************************************************************************************************************************************.

 

Notwithstanding anything to the contrary contained herein, if any Fund does not have an ************* or if a Fund’s

********************************** or if a Fund has an *********************, the ********* licensee fee for such Fund shall

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

 

 

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4.
	
Special Conditions:

	
 
	
a.
	
To the extent that this Amendment conflicts with the Agreement, 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.

	
 
	
b.
	
MSCI may terminate this Amendment with respect to any one or more of the Indexes set forth in Section 1 if, within one (1) year of the date of this Amendment, Licensee does not list an IMI ETF that is based on such Indexes.

	
 
	
c.
	
If Licensee delists any IMI ETF or changes the underlying Index for such IMI ETF, Licensee’s right to use the relevant Index set forth in Section 1 with respect to such IMI ETF shall automatically and immediately terminate.

	
 
	
d.
	
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.

ACKNOWLEDGED AND AGREED

 

	
LICENSEE: BlackRock Institutional Trust Company, N.A.
	
 
	
MSCI INC.

	
By
	
/s/ Paul C. Lohrey
	
 
	
By
	
/s/ David Kinzelberg

	
Name
	
Paul C. Lohrey
	
 
	
Name
	
David Kinzelberg

	
Title
	
M. Director
	
 
	
Title
	
Executive Director

	
Date
	
3/19/2014
	
 
	
Date
	
Mar 26, 2014

 

2/2msci-ex1083_143.htm

 

Exhibit 10.83

 

*** INDICATES CERTAIN CONFIDENTIAL PORTIONS OF THIS EXHIBIT THAT HAVE BEEN OMITTED PURSUANT TO ITEM 601(B) OF REGULATION S-K BECAUSE THE IDENTIFIED CONFIDENTIAL PORTIONS (I) ARE NOT MATERIAL AND (II) WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED.

A.N.:l30339 

AMD_00119881.0

AMENDMENT

 

Date of Amendment: January 23, 2014

AMENDMENT (this “Amendment”) to the Index License Agreement for Funds (MSCI reference number IXF_00040) dated as of March 18, 2000 (as previously amended, the “Agreement”) 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 but not defined herein shall have the meanings ascribed to them in the Agreement.

 

	
 
	
1.
	
Exhibit A of the Agreement is hereby amended to add the following Indexes:

	
 
	
•
	
MSCI AC Asia ex Japan Minimum Volatility (USD) Index

	
 
	
•
	
MSCI Europe Minimum Volatility (USD) Index

	
 
	
•
	
MSCI Japan Minimum Volatility (USD) Index

Or such other indexes as agreed by Licensee and MSCI in writing.

	
 
	
2.
	
Licensee may use the Indexes set forth in Section I above solely with respect to the following Funds (each, a “Minimum Volatility E TF” and each Minimum Volatility ETF shall also be a “Fund” as such term is defined in the Agreement):

	
 
	
•
	
iShares MSCI All Country Asia ex Japan Minimum Volatility ETF

	
 
	
•
	
iShares MSCI Europe Minimum Volatility ETF

	
 
	
•
	
iShares MSCI Japan Minimum Volatility ETF

Or such other names as agreed by Licensee and MSCI in writing.

The Minimum Volatility ETFs shall be exchange traded index funds listed on a national securities exchange located in the United States.

	
 
	
3.
	
Licensee shall pay MSCI a ********* license fee per Fund based on each Fund’s

*********************************************, which fee shall be due and payable on a ************************. The

********* license fee shall be calculated

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

************************************************************************************************* as follows:

 

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

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

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

 

“Expense Ratio” shall mean the ********************************* obtained when dividing

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

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

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

 

	
	
1/2

 

 

 

 

If, in any ****************, the Expense Ratio for any Fund is greater than the ************* of the relevant ETF based on the

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

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

*************************************************************************************. The ************** is defined as the ***** and ******* version of the fund as follows:

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

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

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

 

Notwithstanding anything to the contrary contained herein, if any Fund does not have an ************* or if a Fund’s

********************************** or if a Fund has an *********************, the ********* licensee fee for such Fund shall equal **********************************

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

 

	
 
	
4.
	
Special Conditions:

a.To the extent that this Amendment conflicts with the Agreement, 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.

b.MSCI may terminate this Amendment with respect to any one or more of the Indexes set forth in Section 1 if, within one (l) year of the date of this Amendment, Licensee does not list a Minimum Volatility ETF that is based on such Indexes.

c.If Licensee delists any Minimum Volatility ETF or changes the underlying Index for such Minimum Volatility ETF, Licensee’s right to use the relevant Index set forth in Section 1 with respect to such Minimum Volatility ETF shall automatically and immediately terminate.

d.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.

 

	
ACKNOWLEDGED AND AGREED:
	
 
	
 

	
Licensee: BlackRock Institutional Trust Company, N.A.
	
 
	
MSCI Inc.

	
By:/s/ Ravi Goutam

Name:   Ravi Goutam

Title:     Managing Director

Date1/20/14
	
 
	
By:/s/ David Kinzelberg

Name:    David Kinzelberg

Title:      Executive Director

DateFeb 6, 2014

 

 

	
	
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