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Index Methodology
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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
- MSCI Global Investable Market Indexes Methodology (PDF, 1.7 MB)
- MSCI Global Investable Market Indexes Methodology Summary (May 2014) (PDF, 737 KB)
- MSCI Global Investable Market Value and Growth Index Methodology (PDF, 572 KB)
Extended-lister
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
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Jun 29, 2024
MSCI Australia IMI Select SRI Screened Index Methodology
View Methodology » | Related products: Indexes
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Jun 28, 2024
MSCI Segment Data Methodology
View Methodology » | Related products: Indexes
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Jun 28, 2024
MSCI USA Factor Switch Select Index
View Methodology » | Related products: Indexes
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Jun 27, 2024
MSCI ACWI Ex Select Business Involvement, Key Issues and Carbon Emissions Screen Index Methodology
View Methodology » | Related products: Indexes
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Jun 26, 2024
MSCI World Select Smart Security and Defense Tilted Indexes Methodology
View Methodology » | Related products: Indexes
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Jun 24, 2024
MSCI Climate Paris Aligned ex Select Business Involvement Screens Indexes Methodology
View Methodology » | Related products: Indexes
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Jun 17, 2024
MSCI World ESG Climate Paris Aligned Select Indexes Methodology
View Methodology » | Related products: Indexes
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Jun 17, 2024
MSCI Fixed Income Benchmark Family- Benchmark Statement
View Methodology » | Related products: Indexes
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Jun 17, 2024
MSCI Corporate Bond Indexes Methodology
View Methodology » | Related products: Indexes
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Jun 17, 2024
MSCI Momentum ESG Reduced Carbon Target Select Indexes Methodology
View Methodology » | Related products: Indexes
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
Archive
Previous methodologies
- MSCI Standard Methodology Book (November 2007) (PDF, 385 KB)
- MSCI Small Cap Methodology Book (March 2007) (PDF, 383 KB)
- MSCI Global Value and Growth Methodology Book (December 2007) (PDF, 312 KB)
- MSCI Announces MSCI Global Investable Market Indexes Methodology and Transition Plan for the MSCI Standard and Small Cap Indexes (PDF, 45.9 KB)
Additional Announcements relating to Methodology
- Clarification on the Treatment of Financial Results Under IFRS (Sep 2005)
- MSCI Proposes Adjustment to Venezuela Exchange Rate (October 2003) (PDF, 43.5 KB)
- MSCI Continues Review on Relaxation of Restrictions on Foreign Portfolio Investors in Taiwan (October 2003) (PDF, 148 KB)
- MSCI Opens Formal Review on Relaxation of Restrictions on Foreign Portfolio Investors in Taiwan (July 2003) (PDF, 118 KB)
P/BV Methodology
- MSCI Value and Growth Methodology Book (Dec 1997) - File Size: 20 MB
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