USD 29 Billion in Net New Assets Gathered in First 6 Months by ETFs Based on MSCI Indexes

  • 34% of net new ETF assets were linked to MSCI indexes
  • Around one-third of all new equity ETFs globally were based on MSCI indexes
  • AUM tracking equity ETFs globally based on MSCI indexes climbing towards all time high

LONDON--()--MSCI Inc. (NYSE:MSCI), a leading index provider to the ETF industry worldwide for nearly 20 years, released data1 today that highlights the continuing strength and popularity of ETFs based on MSCI indexes. During the first six months of 2014, ETF investors directed a larger proportion of new funds into MSCI index-based ETFs than those of any other index provider, and ETF providers launched more new funds based on MSCI indexes than those of any other index provider. This market share data highlights both the appeal of MSCI indexes to global investors and the widespread adoption of the indexes by the world’s leading ETF providers.

A total of approximately USD 86 billion of net new assets flowed into equity ETFs globally in the six months to June 30, 2014. Of this, approximately USD 29 billion, or 34%, went to ETFs based on MSCI indexes, almost twice as much as the next index provider.

In addition, more ETFs were launched during this period based on MSCI’s indexes than those of any other index provider. 75 ETFs based on MSCI indexes - around one third of all equity ETFs launched - were issued during this period, raising a total of approximately USD 1.5 billion.

“We are delighted with these numbers which are further evidence of MSCI’s strength in the ETF market, based on our strategy of continuous innovation combined with close, long-term working relationships with ETF providers,” said Baer Pettit, Managing Director and Global Head of MSCI’s index business. “Add to this the power of MSCI’s globally recognized brand and leadership position in the international equity index space and you can see why so many ETF providers choose MSCI as their provider of choice.”

With over 650 ETFs2 tracking MSCI indexes globally, more ETFs track MSCI’s indexes than those of any other index provider. In a 2013 report, Greenwich Associates named MSCI the “benchmark of choice” for international equity ETFs3.

1 Source: Bloomberg and MSCI data, as of June 30, 2014

2 Data as of June 30, 2014, calculated by aggregating the number of share classes of all exchange traded funds tracking an MSCI index, as identified by separate Bloomberg tickers. Only primary listings, and not cross-listings, are counted

3Greenwich Report “Institutional Investors’ Relationship with ETFs Deepens”, May 2013, Greenwich Associates

About MSCI

MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indexes, portfolio risk and performance analytics, and ESG data and research.

The company’s flagship product offerings are: the MSCI indexes with over USD 9 trillion estimated to be benchmarked to them on a worldwide basis1; Barra multi-asset class factor models, portfolio risk and performance analytics; RiskMetrics multi-asset class market and credit risk analytics; IPD real estate information, indexes and analytics; MSCI ESG (environmental, social and governance) Research screening, analysis and ratings; and FEA valuation models and risk management software for the energy and commodities markets. MSCI is headquartered in New York, with research and commercial offices around the world.

1As of March 31, 2014, as reported on June 25, 2014, by eVestment, Lipper and Bloomberg

For further information on MSCI, please visit our web site at www.msci.com

Contacts

Media Enquiries:
Nick Denton | Christian Pickel, MHP Communications, London + 44-20-3128-8754 / 8208
or
Jo Morgan, MSCI, London + 44-20-7618-2224
or
Michele Clarke, MSCI, New York + 1-646-732-5079
or
MSCI Global Client Service:
EMEA Client Service, + 44-20-7618-2222
or
Americas Client Service, 1-888-588-4567 (toll free) / + 1-212-804-3901
or
Asia Pacific Client Service, + 852-2844-9333

Sharing

Contacts

Media Enquiries:
Nick Denton | Christian Pickel, MHP Communications, London + 44-20-3128-8754 / 8208
or
Jo Morgan, MSCI, London + 44-20-7618-2224
or
Michele Clarke, MSCI, New York + 1-646-732-5079
or
MSCI Global Client Service:
EMEA Client Service, + 44-20-7618-2222
or
Americas Client Service, 1-888-588-4567 (toll free) / + 1-212-804-3901
or
Asia Pacific Client Service, + 852-2844-9333