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MSCI25

MSCI will enhance the treatment of securities on the Indonesia Watch List Board and Taiwan Disposition Board starting from the August 2025 Index Review by extending the monitoring period. Additions to the MSCI Investable Market Indexes or size-segment migrations will not occur for securities on these boards during the specified period. The MSCI GIMI methodology will be updated to reflect these changes, and exceptional treatment will no longer apply to certain specified securities.

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164 views1 page

MSCI25

MSCI will enhance the treatment of securities on the Indonesia Watch List Board and Taiwan Disposition Board starting from the August 2025 Index Review by extending the monitoring period. Additions to the MSCI Investable Market Indexes or size-segment migrations will not occur for securities on these boards during the specified period. The MSCI GIMI methodology will be updated to reflect these changes, and exceptional treatment will no longer apply to certain specified securities.

Uploaded by

anshul.agarwal8142
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

STANDARD ANNOUNCEMENTS - July 11, 2025 at 08:16 PM GMT

Announcement for July 11, 2025 at 08:16 PM GMT

THIS IS AN ANNOUNCEMENT FOR THE MSCI GLOBAL STANDARD INDEXES

EM: ENHANCEMENT TO THE TREATMENT OF SECURITIES INCLUDED ON THE INDONESIA WATCHLIST BOARD AND TAIWAN DISPOSITION BOARD

Starting from the August 2025 Index Review, MSCI will enhance the treatment of securities that are included in the Indonesia Watch List Board due to Criteria 10 and the Taiwan Disposition Board by extending the monitoring period.

Specifically, during Index Reviews, MSCI will not implement additions to the MSCI Investable Market Indexes (IMI) or size-segment migrations between the Standard and Small Cap size-segments for securities that have appeared on these boards during the period starting from the previous Index Review Price Cutoff Date through three business days prior to the current Index Review Effective Date.

Note that currently, the monitoring period begins from the current Index Review Price Cutoff Date to three business days prior to the current Index Review Effective Date.

As a reminder, MSCI previously sought feedback on the treatment of securities subject to Indonesia Unusual Market Activity (UMA) announcements and/or the Watch List Board due to Criteria 10 within the past 12 months. However, a number of market participants indicated that applying the UMA mechanism and a 12-month review period may be too restrictive. Feedback also suggested that the treatment should be applied consistently to comparable alert boards in other markets, such as Taiwan Disposition Board.

In this context, MSCI will no longer apply exceptional treatment to the following securities for the August 2025 Index Review:
- BARITO RENEWABLES ENERGY (MSCI Security Code: 56603.01)
- PETRINDO JAYA KREASI (MSCI Security Code: 54851.01)
- PETROSEA (MSCI Security Code: 67890.01)

These securities will be assessed in line with the MSCI GIMI methodology including the above changes going forward.

The MSCI GIMI methodology book will be updated to reflect this enhancement as part of the August 2025 Index Review.

MSCI will continue to evaluate similar alert boards in other markets and may consider them for this treatment.

THIS IS AN ANNOUNCEMENT FOR THE MSCI GLOBAL STANDARD INDEXES

End of announcement.
Further announcements may occur as needed.

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