Morgan Stanley

Vestek Providing MSCI US Equity Index Data

Nov 8, 2005

New York —

MSCI Barra, a leading provider of benchmark indices and risk management analytics products, announced today that security and index-level data for the MSCI US Equity Indices is now available via Vestek, a major supplier of financial and economic data to the investment community.

"The availability of MSCI US Equity Indices constituent level data through vendors like Vestek reflects the strong reception these indices are getting," said Rabbe Ekholm, Managing Director, MSCI Barra. "The key reasons for this," continued Ekholm, "are that the MSCI US Equity Indices offer a better representation of market segments and have greater style integrity than existing indices, with low index turnover. Assets benchmarked to the indices exceed $125 billion and we are continuing to add clients by educating the investment community on the advantages of these benchmarks."

In addition to Vestek, security and index-level data is available directly from MSCI Barra and through FactSet, RIMES, Wilshire and Barra. Index-level only data is currently available through Bloomberg, Checkfree, Datastream, Evestment Alliance, Ibbotson, Micropal, Morningstar, PerTrac, Reuters, Russell Mellon and Zephyr, as well as MSCI Barra and

About the MSCI US Equity Indices

The MSCI US Equity Indices offer investors a state-of-the-art family of indices with the following benefits:

  • Broad coverage of the U.S. equity market




  • Better representation and greater style integrity:
    • Value and growth indices defined using eight variables




  • Index reviews four times per year




  • Reduced index turnover through the innovative use of buffer zones for both size and style indices




  • Replicable and investable through the use of:



    • Free float adjustment of index constituents




  • Minimum free float screens




  • A liquidity screen




  • Minimum market capitalization screens


    MSCI launched the US Equity Indices in 2003 after extensive consultations with institutional investors who expressed the need for a suite of U.S. indices that more broadly and fairly reflect the various size and style segments of the U.S. markets, yet are replicable and have low turnover.

    About MSCI Barra

    MSCI ( develops and maintains equity, REIT, fixed income, multi-asset class and hedge fund indices that serve as the benchmark for an estimated USD 3 trillion on a worldwide basis and owns Barra, Inc. ("Barra"). Barra analytics ( help the world's largest investors analyze, measure and manage portfolio and firm-wide investment risk. MSCI Barra is headquartered in New York, with research and commercial offices around the world. Morgan Stanley, a global financial services firm and a market leader in securities, asset management, and credit services, is the majority shareholder of MSCI, and Capital International Inc., part of the global investment management group of The Capital Group Companies, Inc., is the minority shareholder. MSCI Barra is a service mark of Morgan Stanley Capital International Inc. ("MSCI" or "MSCI Barra").


    For further information on MSCI indices or MSCI data, please visit our web site at or contact:

    Dorsey Horowitz, MSCI, New York   + 1 212 762 5790
    Sonal Patel, MSCI, London   + 44 20 7425 6660
    Sarah Chan, MSCI, Hong Kong   + 852 2848 6740
    Masao Ikeda, MSCI, Tokyo   + 813 5424 5470
    Ben Curson/Clare Rowsell, Penrose Financial, London   + 44 20 7786 4888
    Ann Taylor Reed, Abernathy MacGregor, New York   + 1 212 371 5999


    The information contained in this document, including all text, data, graphs, charts and all other information (collectively, the "Information") is the property of Morgan Stanley Capital International Inc. (MSCI) and is provided for informational purposes only. Any use of MSCI indices, data or other information requires a license from MSCI. The Information may not be used to verify or correct other data, to create indices, or in connection with offering, sponsoring, managing or marketing any securities, portfolios, financial instruments or products. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, and MSCI does not endorse, approve or otherwise express any opinion regarding any issuer, securities, financial instruments or products or trading strategies that may be described or mentioned herein. Further, none of the Information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. The user of the Information assumes the entire risk of any use it may make or permit to be made of it. NEITHER MSCI, ANY OF ITS AFFILIATES OR ANY OTHER THIRD PARTY INVOLVED IN MAKING OR COMPILING ANY OF THE INFORMATION MAKES ANY EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION (OR THE RESULTS TO BE OBTAINED BY THE USE THEREOF), AND MSCI, ITS AFFILIATES AND EACH SUCH OTHER THIRD PARTY HEREBY EXPRESSLY DISCLAIM ALL IMPLIED WARRANTIES (INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF ORIGINALITY, ACCURACY, TIMELINESS, NON-INFRINGEMENT, COMPLETENESS, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE) WITH RESPECT TO ANY OF THE INFORMATION. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any other third party involved in making or compiling any of the Information have any liability regarding any of the Information for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages.


    Morgan Stanley Capital International, MSCI®, ACWI, EAFE®, Barra®, MSCI Barra and all other service marks referred to herein are the exclusive property of MSCI or its affiliates, except as provided below. All MSCI indices are the exclusive property of MSCI and may not be used in any way without the express written permission of MSCI. The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of MSCI and Standard & Poor's. "Global Industry Classification Standard (GICS)" is a service mark of MSCI and Standard & Poor's.