MSCI ACWI methodology changes: v2026.02 → v2026.08
Edition dated 2026-08 · 127 changes: 10 major · 20 minor (97 editorial changes not listed)
| Section | Page | Item | Kind | Materiality | Link |
|---|---|---|---|---|---|
| 2.2.3 Equity Universe Minimum Size Requirement | 17 | M3 | modified | Minor | Open in What changed ↗ |
| 2.2.8 Minimum Foreign Room Requirement11F | 21 | M3 | modified | Minor | Open in What changed ↗ |
| 2.3 Defining Market Capitalization Size-Segments for Each Market | 22 | M4 | modified | Minor | Open in What changed ↗ |
| 2.3.2.1 Defining the Global Minimum Size Reference | 24 | M4 | modified | Minor | Open in What changed ↗ |
| 2.3.6.3 Treatment of Securities that Exhibit Extreme Price Increase | 31 | M3 | modified | Minor | Open in What changed ↗ |
| 3.1.4.1 Determining Initial Segment Number of Companies | 40 | M4 | modified | Minor | Open in What changed ↗ |
| 3.1.4.2 Changes in the Segment Number of Companies | 40 | M4 | modified | Minor | Open in What changed ↗ |
| 3.1.5.1 Using Buffer Zones to Manage the Migration of Companies between Size-Segment Indexes | 43 | M7 | modified | Major | Open in What changed ↗ |
| 3.1.6.1 For New Constituents | 44 | M3 | modified | Major | Open in What changed ↗ |
| 3.1.6.4 Treatment of Existing Constituents that Exhibit Extreme Price Increase | 47 | M3 | added | Minor | Open in What changed ↗ |
| 3.1.7 Index Review of Changes in Foreign Inclusion Factors (FIFs) | 47 | M5 | modified | Minor | Open in What changed ↗ |
| 3.2.6 Early Deletions of Existing Index Constituents | 55 | M8 | modified | Major | Open in What changed ↗ |
| 3.2.7 Early Inclusions of Non-Index Constituents and IPOs | 56 | M8 | modified | Major | Open in What changed ↗ |
| 3.2.8 Corporate Events Affecting the Index Review | 57 | M8 | modified | Major | Open in What changed ↗ |
| Eligible Markets (Developed Markets) | 72 | M2 | modified | Minor | Open in What changed ↗ |
| Eligible Markets (Emerging Markets) | 73 | M2 | modified | Minor | Open in What changed ↗ |
| Other Cases | 83 | M8 | modified | Major | Open in What changed ↗ |
| Appendix II: Market Classification Framework | 84 | M1 | modified | Minor | Open in What changed ↗ |
| Markets Under Index Continuity | 88 | M4 | modified | Minor | Open in What changed ↗ |
| Calculation of Free Float | 97 | M5 | modified | Minor | Open in What changed ↗ |
| Assigning a Free Float-Adjustment Factor | 98 | M5 | modified | Minor | Open in What changed ↗ |
| Treatment of Depository Receipts where Underlying Shares are Not Available for Trading | 105 | M5 | modified | Minor | Open in What changed ↗ |
| Size-Segment Migrations during Light Rebalancings | 109 | M7 | modified | Major | Open in What changed ↗ |
| Addition of Companies Currently not Constituents of the IMI™ during Light Rebalancings | 112 | M4 | modified | Minor | Open in What changed ↗ |
| Assessing Conformity with Final Size-Segment Investability Requirements | 130 | M3 | modified | Minor | Open in What changed ↗ |
| Appendix XVIII: MSCI Southbound Indexes | 138 | M1 | added | Minor | Open in What changed ↗ |
| Index Construction | 138 | M4 | added | Minor | Open in What changed ↗ |
| Index Maintenance | 138 | M6 | added | Major | Open in What changed ↗ |
| Ongoing Event Related Changes | 138 | M8 | added | Major | Open in What changed ↗ |
| Changes to the Methodology Book | 150 | other | modified | Major | Open in What changed ↗ |
All changes of this step in What changed ↗
Earlier steps: v2025.11 → v2026.02 · v2025.08 → v2025.11