MSCI Deep Dive: Free Float Adjustment Factor Methodology Change

This MSCI event discusses updates to its rules-based free float adjustment factor methodology. Under this methodology update, the Foreign Inclusion Factor (FIF) calculations for certain index constituents may change.

The update is expected to be implemented in a single step as part of the May 2026 Index Review, with announcement on May 12, 2026 and rebalance effective on June 1, 2026.

 Gaurav Soni, Executive Director, Anirudh Ramachandran, Vice President, Index Data Operations and , Anson Ng, Executive Director, Index Research, provide an overview of methodology changes and discuss how the updated methodology would have been applied in a simulated historical index review.

Topic areas:

• Overview of the updates to the free float adjustment factor methodology
• Illustration of a simulated historical index review using the updated methodology 
• Live Q&A

Disclaimer

The information provided in this webinar is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security, financial product, or investment strategy. Any historical or simulated analysis is provided for illustrative purposes only, is hypothetical, and should not be taken as an indication, prediction, or guarantee of future index review outcomes, index performance, or investment results. The analysis is based on a specific set of assumptions, and different assumptions may lead to different outcomes. Past performance, whether actual, backtested or simulated, is not indicative of future results.