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A global leader in equity indexes

$ 13.5 trillion



in assets under management benchmarked to MSCI indexes1 equity indexes calculated daily – 15,000+ in real time equity ETFs based on MSCI indexes2

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AUM Duplicate 2

1 Assets under management (AUM) as of June 30, 2022, reported on or before September 30, 2022 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. In addition, AUM includes indexed assets using available internal data. AUM includes notional open interest in futures and options using internal data from MSCI. Active retail funds include open-ended funds, closed-ended funds and insurance product funds. Active institutional AUM includes separate/segregated AUM, pooled/commingled AUM and mutual fund institutional AUM. AUM includes equity and multi-asset class funds, and excludes feeder funds and funds of funds. Where an MSCI index is only a portion of a multi-asset class (MAC) or other hybrid or blended benchmark, AUM reflects the Morningstar data which allocates all AUM to the primary benchmark used in the MAC/hybrid/blended benchmark (which may undercount or overcount AUM linked to the MSCI portion depending on its weight in the benchmark). For funds where AUM was not reported as of June 30, 2022, the previous period AUM was utilized as an estimate. MSCI does not guarantee the accuracy of third-party data.

2 Data as of December 31, 2021.

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