Search meth by index - Index methodology revamp 2023

Search Methodology by Index Name or Index Code

You can access current or past index methodologies by inserting the Index Code or Index Name in the search tool below.


Regulation

Search tool footnote - Index Methodology revamp 2023

MSCI Indexes are governed by a set of methodology and policy documents ("Methodology Set"). The Methodology Set for MSCI ESG indexes includes a document 'ESG Factors in Methodology' that contains the list of environmental, social, and governance factors considered, and how they are applied in the methodology (e.g., selection, weighting or exclusion).

To use the "Search Methodology by Index Name or Index Code" tool, type in the first four letters of the index name leaving out "MSCI" (e.g., for MSCI Emerging Market Index, type in Emer) or the index code, wait for the list of indexes to appear, choose the index and click "Go". For additional tips on searching the methodology toolbox, please download the Search Tool User Guide (XLSX, 204 KB).

The indexes listed in these search tools are not differentiated by currency or return type (price, net, gross), unless indicated specifically in the index name. To identify an MSCI index code to a Bloomberg or Reuters ticker, please refer to the Ticker Codes.


Key methodology documents

Key methodology documents

Below are the key methodology documents which explain our rules and guidelines:

Equity & Blended

Fixed Income

Extended-lister

Latest methodologies

  1. Methodology
    MSCI Index Calculation Methodology

    Mar 01, 2024

    Open the PDF

  2. Methodology
    MSCI Economic Regime Allocator Indexes Methodology

    Feb 27, 2024

    Open the PDF

  3. Methodology
    MSCI Digital Assets Reference Indexes Methodology

    Feb 23, 2024

    Open the PDF

Search meth by keyword - Index Methodology revamp 2023

Search methodology by keyword

To use the “Search Methodology by Keyword” tool, type in unique word in the index name, narrow down the results by using the additional search filters (e.g. Start and End date), click on “Search”. Identify the methodology document you are looking for by reviewing the results displayed. Click on “View Methodology” to access it.


Extended-lister

Search by methodology - Index Methodology revamp 2023

Search by methodology

You can access the latest or past main index methodology documents from the drop box below.


Regulation

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