Also known as: MXUSSI Index (Bloomberg) · 701198 (MSCI code)
At a glance
- Weighting schemeFactor tilted
- Review frequencyQuarterly
- Constituent count25
| Field | Value | Source text | Reading (model) |
|---|---|---|---|
| M1 Identity, objective, classification · 15 fields | |||
| Coverage target | Target: 25%; Basis: free float-adjusted market capitalization; Scope: each GICS sector | The Indexes are constructed by targeting 25% free float-adjusted market capitalization coverage of each Global Industry Classification Standard (GICS®)1 sectorOpen p.4 ↗ |
The indexes target 25% free float-adjusted market capitalization coverage in each GICS sector. |
| Concentration control mechanism | Maximum active security weight vs parent: 5% | to limit the active security weight by targeting a maximum +5% weight relative to the respective Parent Indexes.Open p.4 ↗ |
The concentration control mechanism targets a maximum active security weight of plus 5% relative to the parent index. |
| Index name | MSCI USA SRI Index | MSCI USA SRI Index USA MSCI USA IndexOpen p.6 ↗ |
The official index name is the MSCI USA SRI Index. |
| Index short name | USA SRI | MSCI USA SRI Index USA MSCI USA IndexOpen p.6 ↗ |
The index-specific short name used in the methodology is USA SRI. |
| Index code | 701198 | — (not found verbatim in the PDF) |
The MSCI index code is 701198. |
| Vendor codes | Msci ticker: MXUSSI; Bloomberg: BBG003LSFV85 | — (not found verbatim in the PDF) |
The index is identified by the MSCI ticker MXUSSI and Bloomberg identifier BBG003LSFV85. |
| Administrator | MSCI Limited and MSCI Deutschland GmbH | MSCI Indexes are administered by MSCI Limited and MSCI Deutschland GmbH.Open p.12 ↗ |
MSCI Limited and MSCI Deutschland GmbH administer the MSCI indexes. |
| Index family | MSCI SRI Indexes | MSCI SRI Indexes MethodologyOpen p.1 ↗ |
The methodology covers the MSCI SRI Indexes family. |
| Parent index | MSCI USA Index | MSCI USA SRI Index USA MSCI USA IndexOpen p.6 ↗ |
The MSCI USA SRI Index is constructed from the MSCI USA Index. |
| Methodology date | 2025-12 | December 2025Open p.1 ↗ |
The methodology document is dated December 2025. |
| Objective | The MSCI SRI Indexes are designed to represent the performance of companies meeting specified values-, climate-, and ESG-based exclusion and selection criteria. | The MSCI SRI Indexes (the “Indexes”) are designed to represent the performance of companies that meet the following criteria: Exclusion of companies associated with specific values- and climate change-based criteriaOpen p.4 ↗ |
The indexes are designed to represent the performance of companies that meet values- and climate-based exclusions and are selected from parent MSCI indexes based on ESG criteria. |
| Market classification | Developed | The Indexes for the Standard size-segment are constructed at a regional level, with the exception of North America which is built separately for Canada and the USA.Open p.6 ↗ |
The index covers the USA, a developed market. |
| Size segment | Standard | Currently, MSCI constructs the Indexes for the Standard size-segment in all Developed and Emerging Markets2.Open p.4 ↗ |
The indexes are constructed for the Standard size segment. |
| Index family type | ESG | Selection of companies from underlying MSCI indexes (“Parent Indexes”) based on Environmental, Social and Governance (ESG) criteria.Open p.4 ↗ |
The index family uses ESG ratings, controversy assessments, and sustainability-related business screens. |
| Limitations | Eligibility is limited to companies assessed by MSCI Solutions for the required sustainability and climate products. | Companies not assessed by MSCI Solutions on data for any of the following MSCI sustainability and climate products are not eligible for inclusion in the Indexes.Open p.7 ↗ |
Companies not assessed by MSCI Solutions for the specified ESG, controversies, climate, or business-involvement data are not eligible. |
| M2 Universe · 5 fields | |||
| Selection universe construction | ESG exclusions are applied to constituents of the Parent Indexes to define the Selection Universe. | The Selection Universe is defined by applying exclusions based on ESG criteria on constituents of the Parent Indexes.Open p.5 ↗ |
The Selection Universe is formed by applying ESG exclusion criteria to parent-index constituents. |
| Markets | USA | MSCI USA SRI Index USA MSCI USA IndexOpen p.6 ↗ |
The index covers securities from the USA market. |
| Security types | Common | The Underlying Universe for the Indexes is defined by the constituents of the MSCI Global Investable Market Indexes (“GIMI”).Open p.5 ↗ |
The provided sections describe constituents selected from parent MSCI equity indexes but do not separately enumerate eligible security types. |
| Parent universe index | MSCI USA Index | MSCI USA SRI Index USA MSCI USA IndexOpen p.6 ↗ |
The parent universe for the MSCI USA SRI Index is the MSCI USA Index. |
| Exclusions | companies not assessed by MSCI Solutions for MSCI ESG Ratings, MSCI Controversies, MSCI Climate Change Metrics, or MSCI Business Involvement Screening Research, companies involved in screened controversial business or fossil-fuel-related activities | The Selection Universe is defined by applying exclusions based on ESG criteria on constituents of the Parent Indexes.Open p.5 ↗ |
The selection universe excludes parent-index constituents that fail the ESG-based criteria or lack required MSCI sustainability and climate assessments. |
| M3 Eligibility screens · 10 fields | |||
| Minimum ESG rating | A | Companies are required to have an MSCI ESG Rating of ’A’ or above to be eligible for inclusion in the Indexes.Open p.6 ↗ |
Companies must have an MSCI ESG Rating of A or above to be eligible. |
| Minimum controversies score | 4 | Companies are required to have an MSCI Controversies Score of 4 or above to be eligible for inclusion in the Indexes.Open p.6 ↗ |
Companies must have an MSCI Controversies Score of 4 or above to be eligible. |
| ESG rating scale | AAA to CCC | which is then translated to a seven-point scale from ‘AAA’ to ‘CCC’, indicating how an entity manages relevant key issues relative to industry peers.Open p.12 ↗ |
MSCI ESG Ratings use a seven-point scale from AAA to CCC. |
| Controversies score scale | Minimum: 0; Maximum: 10; Zero is most severe: Yes | MSCI Controversies Score falls on a 0-10 scale, with “0” being the most severe controversy.Open p.12 ↗ |
MSCI Controversies Scores range from 0 to 10, with 0 indicating the most severe controversy. |
| Required assessments | MSCI ESG Ratings, MSCI Controversies, MSCI Climate Change Metrics, MSCI Business Involvement Screening Research | MSCI ESG Ratings MSCI Controversies MSCI Climate Change Metrics MSCI Business Involvement Screening Research (BISR)Open p.7 ↗ |
Companies must be assessed by MSCI Solutions across ESG Ratings, Controversies, Climate Change Metrics, and Business Involvement Screening Research. |
| Thermal coal mining threshold | Threshold: 0 pct revenue; Operator: > | Thermal Coal Mining: All companies deriving more than 0% revenue from the mining of thermal coal (including lignite, bituminous, anthracite and steam coal) and its sale to external parties.Open p.15 ↗ |
Companies deriving more than 0% revenue from thermal coal mining and external sales are excluded. |
| Fossil fuel based power generation threshold | Threshold: 50 pct revenue; Operator: >= | Fossil Fuel-based Power Generation: All companies deriving 50% or more revenue from fossil fuel (thermal coal, liquid fuel and natural gas) based power generation5Open p.16 ↗ |
Companies deriving 50% or more revenue from fossil-fuel-based power generation are excluded. |
| Oil activities threshold | Threshold: 10 pct aggregate revenue; Operator: >= | Oil Activities6 - All companies deriving 10% or more aggregate revenue (either reported or estimated) from oil-related activities, including:Open p.16 ↗ |
Companies deriving 10% or more aggregate revenue from specified oil-related activities are excluded. |
| Gas activities threshold | Threshold: 50 pct aggregate revenue; Operator: >= | Gas Activities7 - All companies deriving 50% or more aggregate revenue (either reported or estimated) from gas-related activities, including:Open p.16 ↗ |
Companies deriving 50% or more aggregate revenue from specified gas-related activities are excluded. |
| Business or ESG exclusions | Controversial Weapons, Civilian Firearms, Nuclear Weapons, Tobacco, Adult Entertainment, Alcohol, Conventional Weapons, Gambling, Genetically Modified Organisms, Nuclear Power, Thermal Coal, Fossil Fuel Reserves Ownership, Fossil Fuel Extraction, Oil & Gas Activities, Fossil Fuel-based Power Generation, Arctic Oil & Gas Production, MSCI ESG Rating below A, MSCI Controversies Score below 4, unrated companies lacking required MSCI sustainability or climate data | Controversial Weapons Civilian Firearms Nuclear Weapons Tobacco Adult Entertainment Alcohol Conventional Weapons Gambling Genetically Modified Organisms Nuclear Power Thermal Coal Fossil Fuel Reserves OwnershipOpen p.5 ↗ |
Eligibility excludes companies involved in listed controversial or fossil-fuel-related activities, rated below A, scoring below 4 on controversies, or lacking required MSCI assessments. |
| M4 Selection and constituent count · 8 fields | |||
| Marginal company rule | Select current constituent always otherwise select closer to 25 percent and always if needed for 22 5 percent minimum | If the marginal company is a current SRI index constituent, then it is always selected.Open p.18 ↗ |
The marginal company that moves cumulative sector coverage above 25% is always selected if it is a current constituent; otherwise it is selected only if including it is closer to 25%, and it is always selected if needed to reach 22.5%. |
| Ineligible companies not selected below target | Yes | Securities which are ineligible as per Section 3.1.1 will not be selected even if the cumulative sector coverage after selection of all eligible securities is below 25%.Open p.18 ↗ |
Ineligible companies are not selected even when selecting all eligible companies would leave cumulative sector coverage below 25%. |
| Extended sri target coverage | 50% | The MSCI Extended SRI Indexes target 50% of the underlying Parent Indexes.Open p.23 ↗ |
MSCI Extended SRI Indexes target 50% of the underlying parent indexes. |
| Selection method | Rank by metric | For each sector, the eligible companies of the regional Parent Index are first ranked based on the company level ESG Rating.Open p.18 ↗ |
Eligible parent-index companies are ranked within each GICS sector and selected until the sector coverage target is reached. |
| Ranking metrics | Name: Company level ESG rating; Direction: Higher; Step order: 1, Name: Existing sri constituent status; Direction: Priority for existing; Step order: 2, Name: Industry adjusted ESG score; Direction: Higher; Step order: 3, Name: Free float adjusted market capitalization; Direction: Larger; Step order: 4 | If two companies have the same ESG Ratings , the existing SRI index constituent is given priority to maintain index stability. Between two existing constituents with the same ESG Rating, the company with the higher industry adjusted ESG Score is given priority.Open p.18 ↗ |
Companies are ranked first by higher company-level ESG Rating; ties favor existing constituents, then the higher industry-adjusted ESG Score among existing constituents, and then the larger free-float-adjusted market capitalization. |
| Target constituent count | 25% | Each regional SRI index targets 25% coverage of each GICS sector of the underlying Parent Indexes.Open p.6 ↗ |
Each regional SRI index targets 25% coverage of each GICS sector in the underlying parent index, with a minimum cumulative sector coverage of 22.5%. |
| Tie break rule | Existing constituent then higher industry adjusted ESG score then larger free float adjusted market capitalization | If two companies have the same ESG Ratings , the existing SRI index constituent is given priority to maintain index stability. Between two existing constituents with the same ESG Rating, the company with the higher industry adjusted ESG Score is given priority.Open p.18 ↗ |
If ESG Ratings tie, an existing SRI constituent receives priority; among tied existing constituents, the higher industry-adjusted ESG Score wins, and if still tied, the larger free-float-adjusted market capitalization wins. |
| Industry neutrality rule | Sector neutral coverage target | Each regional SRI index targets 25% coverage of each GICS sector of the underlying Parent Indexes.Open p.6 ↗ |
Selection is performed within each GICS sector to target 25% cumulative coverage of the parent index sector, and country or region indexes target sector weights reflecting the underlying parent index. |
| M5 Weighting and capping · 7 fields | |||
| Concentration control factor | Multiplied with parent index weight | 𝑆𝑒𝑐𝑢𝑟𝑖𝑡𝑦 𝑊𝑒𝑖𝑔ℎ𝑡(i) = Concentration Control Factor(i) ∗ 𝑊𝑒𝑖𝑔ℎ𝑡 𝑖𝑛 𝑃𝑎𝑟𝑒𝑛𝑡 𝐼𝑛𝑑𝑒𝑥(i)Open p.7 ↗ |
Each selected security's index weight equals its concentration control factor multiplied by its weight in the parent index. |
| High weight security limit | Maximum target weight plus 5 percent relative to parent weight | restrict securities with a high weight to a maximum target weight of +5% relative to their weight in the regional Parent Index while aiming to maintain index stability.Open p.18 ↗ |
Securities with high parent-index weights are restricted to a maximum target weight that is 5 percentage points above their weight in the regional parent index. |
| Extended sri 5 percent issuer cap | 5% | The MSCI Extended SRI 5% Issuer Capped Indexes are issuer capped variants of the MSCI Extended SRI Indexes, capped according to the MSCI Capped Index Methodology10.Open p.23 ↗ |
MSCI Extended SRI 5% Issuer Capped Indexes cap issuers at 5% according to the MSCI Capped Index Methodology. |
| Extended sri capped excess weight distribution | Distributed to remaining constituents proportionally to existing weights | The excess weight of the capped issuers is distributed among the remaining constituents in proportion of their existing weights in the index.Open p.23 ↗ |
Excess weight removed from capped issuers in Extended SRI 5% Issuer Capped Indexes is distributed among the other constituents in proportion to their existing index weights. |
| Country and region index weighting | Weight in proportion to msci acwi sri weight | The MSCI SRI Indexes for other regions and countries are determined by including securities from the particular region/country from the MSCI ACWI SRI Index and weighting them according to the weight in the MSCI ACWI SRI Index.Open p.6 ↗ |
Other regional and country SRI indexes include relevant ACWI SRI securities and weight them according to their weights in the MSCI ACWI SRI Index. |
| Weighting scheme | Factor tilted | At each rebalancing, all the securities that are selected for inclusion in the Indexes are weighted by the product of their weight in the Parent Index and the concentration control factor.Open p.7 ↗ |
At each rebalancing, selected securities are weighted by their parent-index weight multiplied by a concentration control factor, and the resulting weights are normalized to 100%. |
| Cap application timing | At review | At each rebalancing, all the securities that are selected for inclusion in the Indexes are weighted by the product of their weight in the Parent Index and the concentration control factor.Open p.7 ↗ |
The concentration control factor and resulting security weights are applied at each rebalancing. |
| M6 Review and rebalance schedule · 9 fields | |||
| Annual review target | At each annual review, the eligible universe is updated and composition reassessed to target 25% free-float-adjusted cumulative market capitalization of each parent-index sector. | At each Annual Index Review, the eligible universe is updated and the composition of the index is reassessed in order to target 25% free float-adjusted cumulative market capitalization of each sector of the Parent Index.Open p.8 ↗ |
The annual review updates the eligible universe and reassesses sector composition to target 25% free-float-adjusted cumulative coverage in each parent-index sector. |
| Quarterly addition gate | At quarterly reviews, additions are made only in sectors whose current coverage is below 22.5%, until the 25% target is reached. | Additions, from the eligible securities as per Section 2.2, are made only to those sectors where the current coverage is less than 22.5%, until the 25% target is reached.Open p.10 ↗ |
Quarterly additions occur only when a sector's current coverage is below 22.5% and continue until the 25% target is reached. |
| Review frequency | Quarterly | In addition to the annual index review in May, the Indexes are also reviewed on a quarterly basis in February, August and November to coincide with the regular Index Reviews of the Parent Indexes.Open p.9 ↗ |
The indexes have an annual May review plus quarterly reviews in February, August, and November. |
| Review types | Annual review, Quarterly review, Ad hoc | The Indexes are reviewed on an annual basis in May to coincide with the May Index Review of the Parent Index, and the changes are implemented at the end of May.Open p.8 ↗ |
The index maintenance framework includes annual reviews, quarterly reviews, and ongoing event-related maintenance. |
| Review months | February, May, August, November | The Indexes are reviewed on an annual basis in May to coincide with the May Index Review of the Parent Index, and the changes are implemented at the end of May.Open p.8 ↗ |
Reviews occur in February, May, August, and November. |
| Data cutoff rule | MSCI Solutions ESG data is generally used as of the end of the month preceding the review; quarterly cutoffs are January, July, and October, with later-published data used when available. | In general, MSCI uses MSCI Solutions data4 (including MSCI ESG Ratings, MSCI Controversies, MSCI Business Involvement Screening Research and MSCI Climate Change Metrics) as of the end of the month preceding the Index Reviews for the rebalancing of the Indexes.Open p.8 ↗ |
Review data is generally taken as of the end of the month before the review, and later-published ESG data is used for securities when available. |
| Announcement rule | Pro forma indexes are generally announced nine business days before the effective date. | In general, the pro forma indexes are announced nine business days before the effective date.Open p.8 ↗ |
Pro forma indexes are generally announced nine business days before implementation. |
| Effective date rule | Changes are implemented at the end of February, May, August, and November. | The Indexes are reviewed on an annual basis in May to coincide with the May Index Review of the Parent Index, and the changes are implemented at the end of May.Open p.8 ↗ |
Annual changes take effect at the end of May, and quarterly changes take effect at the end of February, August, and November. |
| Rebalance frequency | Quarterly | In addition to the annual index review in May, the Indexes are also reviewed on a quarterly basis in February, August and November to coincide with the regular Index Reviews of the Parent Indexes.Open p.9 ↗ |
The indexes are rebalanced through annual and quarterly reviews, effectively four times per year. |
| M7 Buffers and turnover control · 2 fields | |||
| Coverage buffer | Buffer: 10%; Target coverage: 25%; Under representation threshold: 22.5% | Market price movements may cause small deviations in the sector coverage between two Index Reviews. Therefore, in order to minimize turnover, a buffer of 10% is used on the target coverage of 25% to define under-representation.Open p.10 ↗ |
A 10% buffer around the 25% sector coverage target defines under-representation, so additions occur when coverage is below 22.5%. |
| Annual selection coverage bands | Mandatory band: 17.5 pct cumulative coverage; Aaa band: 25 pct cumulative coverage; Existing constituent band: 32.5 pct cumulative coverage | Securities in the top 17.5% cumulative coverage of the ranked universe, including the first security that increases the cumulative coverage above 17.5% ‘AAA’ rated securities in the top 25% cumulative coverage of the ranked universeOpen p.9 ↗ |
Annual selection prioritizes securities up to 17.5% coverage, AAA-rated securities up to 25%, and existing constituents up to 32.5%. |
| M8 Corporate actions, IPOs, ad-hoc changes · 8 fields | |||
| No interim ESG deletions | Yes | There are no deletions from the Indexes between Index Reviews on account of a security becoming ineligible because of MSCI ESG Rating downgrade and/or decrease in MSCI Controversies Score and/or change in business involvement.Open p.10 ↗ |
Securities are not deleted between reviews solely because of an ESG rating downgrade, controversies score decrease, or business-involvement change. |
| Interim addition parent index condition | Any security added between reviews must also be added to the parent index. | No new securities will be added (except where noted below) to the Index between Index Reviews. For cases where additions are noted below, securities will be added to the index only if added to the Parent Index.Open p.10 ↗ |
Between scheduled reviews, a security can be added only if it is added to the parent index. |
| Security characteristic changes | Changes in country, sector, size segment, or other characteristics do not cause immediate removal; continued inclusion is reassessed at the next review. | Changes in Security Characteristics A security will continue to be an Index constituent if there are changes in characteristics (country, sector, size segment, etc.). Reevaluation for continued inclusion in the Index will occur at the subsequent Index Review.Open p.11 ↗ |
A security remains in the index after characteristic changes and is reassessed for continued inclusion at the subsequent review. |
| Fast entry | Timing: New securities added to the parent index, including IPOs and other early inclusions, are added on the parent-index inclusion date only if eligible and sector coverage is below 22.5% | New securities added to the Parent Index (such as IPOs, other early inclusions and migrations from a different size-segment) will be added to the Indexes on the date of security inclusion only if they meet the eligibility criteria described in Section 2.2 and the market capitalization coverage of the sector to which the security belongs is less than 22.5%.Open p.10 ↗ |
A new parent-index addition such as an IPO or early inclusion may enter the index on its parent-index inclusion date if it meets eligibility criteria and its sector coverage is below 22.5%. |
| Ad-hoc deletion | Acquisition, Delisting, Other | Parent Index deletions will be reflected simultaneously. There are no deletions from the Indexes between Index Reviews on account of a security becoming ineligible because of MSCI ESG Rating downgrade and/or decrease in MSCI Controversies Score and/or change in business involvement.Open p.10 ↗ |
Between reviews, parent-index deletions are reflected simultaneously, and an index constituent acquired by a non-constituent is deleted; ESG downgrades alone do not cause interim deletion. |
| Replacement policy | None | If an existing Index constituent is acquired by a non- Index constituent, the existing constituent will be deleted from the Index and the acquiring nonconstituent will not be added to the Index.Open p.11 ↗ |
The document does not provide a reserve-list replacement; deleted acquirers and spin-off securities are not automatically replaced between reviews. |
| Merger spinoff rules | Spin-off securities are not added at event implementation and are reconsidered at the next review; if a constituent is acquired by a non-constituent, the constituent is deleted and the acquirer is not added. | Spin-Offs All securities created as a result of the spin-off of an existing Index constituent will not be added to the Indexes at the time of event implementation. Reevaluation for addition in the Indexes will occur at the subsequent Index Review.Open p.11 ↗ |
Spin-offs are postponed until the next review, while acquisitions result in deletion of the acquired constituent without adding the non-constituent acquirer. |
| Corporate actions guide ref | MSCI Corporate Events Methodology book | Further detail and illustration regarding specific treatment of corporate events relevant to this Index can be found in the MSCI Corporate Events Methodology book.Open p.11 ↗ |
Further corporate-event treatment is covered in the MSCI Corporate Events Methodology book. |
| M9 Calculation and return variants · 1 field | |||
| Index calculation methodology reference | MSCI Index Calculation Methodology | MSCI Index Calculation Methodology – https://www.msci.com/index/methodology/latest/IndexCalcOpen p.24 ↗ |
Calculation rules are incorporated through the MSCI Index Calculation Methodology document in the Methodology Set. |
| M10 Governance, change policy, disclosure · 2 fields | |||
| Methodology set | Description of methodology set, MSCI Corporate Events Methodology, MSCI Fundamental Data Methodology, MSCI Index Calculation Methodology, MSCI Index Glossary of Terms, MSCI Index Policies, MSCI Global Industry Classification Standard (GICS) Methodology, MSCI Global Investable Market Indexes Methodology, MSCI Global ex Controversial Weapons Indexes Methodology, ESG Factors In Methodology | The Indexes are governed by a set of methodology and policy documents (“Methodology Set”), including the present index methodology document as mentioned below:Open p.24 ↗ |
The indexes are governed by a defined Methodology Set comprising the present methodology and linked methodology and policy documents. |
| Methodology access channel | https://www.msci.com/index-methodology | The Methodology Set for the Indexes can also be accessed from MSCI’s webpage https://www.msci.com/index-methodology in the section ‘Search Methodology by Index Name or Index Code’.Open p.24 ↗ |
The Methodology Set can be accessed on MSCI's index methodology webpage by searching by index name or index code. |
Open points · 32Model-written, for reference
- 1No index-specific code, ISIN, vendor tickers, launch date, base date, base value, or calculation currency is stated.
- 2No calculation agent separate from the administrators is identified.
- 3No explicit trading-history requirement is stated.
- 4No numerical liquidity screen or liquidity metric threshold is stated.
- 5No standalone minimum market-size threshold is stated.
- 6No minimum free-float percentage for SRI eligibility is stated; free float appears only in the sector coverage target.
- 7No foreign-room, foreign-ownership, voting-rights, or minimum-price screen is stated.
- 8No financial profitability or financial-health screens are stated.
- 9No treatment of suspended securities at review is stated.
- 10No extreme price increase screen is stated.
- 11The provided sections do not enumerate eligible security types beyond equity index constituents inherited from GIMI.
- 12No methodology version label other than the December 2025 document date is stated.
- 13No explicit reserve list or pre-ranked candidate replacement pool is stated.
- 14No explicit Foreign Inclusion Factor, Domestic Inclusion Factor, foreign ownership limit treatment, shares-outstanding source, or divisor adjustment rule is stated.
- 15The concentration control factor calculation is referenced as section 3.1.3, but that section text is not provided, so numeric concentration caps and full mechanics cannot be verified.
- 16The exact interpretation of '+5% relative to their weight in the regional Parent Index' is not sufficiently defined to distinguish absolute percentage points from relative uplift.
- 17No rank-based entry or exit buffer was stated.
- 18No standard size-segment buffer with semi-annual or quarterly size boundaries was stated.
- 19No relaxed liquidity threshold for existing constituents was stated.
- 20No maximum constituent or weight turnover cap per review was stated.
- 21No quantitative market-capitalization threshold or excluded board list for fast entry was stated.
- 22No deletion price rule was stated.
- 23No threshold for implementing share or free-float changes between reviews was stated.
- 24Formula type, price source, calculation frequency, published precision, return variants, withholding-tax basis, dividend treatment, divisor-adjustment events, market-disruption treatment, and recalculation policy are not stated; the section only references the MSCI Index Calculation Methodology.
- 25Oversight body, discretion points, methodology review frequency, external review, material-change definition, consultation procedure, notice period, error-correction policy, disclosure channels, constituent-publication frequency, and cessation policy are not stated; the section only identifies the governing Methodology Set and MSCI policy documents.
- 26The provided index-specific sections do not state the launch date for MSCI USA SRI.
- 27The provided index-specific sections do not state the base date or base value for MSCI USA SRI.
- 28The provided index-specific sections do not state the calculation currency for MSCI USA SRI.
- 29The provided index-specific sections do not state an ISIN for MSCI USA SRI.
- 30The provided index-specific sections do not verify vendor codes 701198, MXUSSI, or BBG003LSFV85.
- 31The provided index-specific sections do not list constituent counts or exchanges for MSCI USA SRI.
- 32The provided index-specific sections do not provide index-specific free-float factors, inclusion factors, or issuer caps beyond the family concentration-control rules.
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