Join Early Retirement Today
Thread Tools Display Modes
MSCI Revamps Indexes
Old 04-07-2007, 05:56 PM   #1
Recycles dryer sheets
Join Date: Jul 2005
Posts: 423
MSCI Revamps Indexes

What Will Funds Do?

It’s not clear yet what funds tracking the MSCI indexes will do. Under the MSCI system, the current indexes will translate into the “Standard” index series; the MSCI EAFE Index, for instance, will drop its small-cap exposure and focus fully on large- and mid-cap names. Most funds will likely follow that switch, while others will embrace the broader “international” indexes. Either way, the transition will take place over the next year in a two-stage process, with half the capitalization moving November 30, 2007, and half moving May 30, 2008.
It will be interesting to see what happens as far as ETFs and funds that track the MSCI EAFE. Hopefully it won't mean large capital gains for any of us. This is interesting to me in that things we rely on, like indices being stable, can many times be business/environment-driven.

I guess this is all the more reason not to put too much credit into backtesting, as even index criteria change now and again.

Olav23 is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: MSCI Revamps Indexes
Old 04-07-2007, 06:08 PM   #2
Recycles dryer sheets
Join Date: Oct 2005
Posts: 325
Re: MSCI Revamps Indexes

Does this mean there will be more small-cap international funds that are open to investors?
CybrMike is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Adjust Indexes For Inflation? Telly FIRE and Money 7 05-07-2007 06:29 PM
Question about global equity funds Eagle FIRE and Money 2 10-18-2006 01:45 PM
Total Market vs component indexes getoutearly FIRE and Money 9 02-17-2006 10:38 PM
Actively traded bond funds vs indexes cute fuzzy bunny FIRE and Money 18 04-13-2004 03:25 PM
Vanguard Index Funds Moving From S&P To MSCI BigMoneyJim Other topics 5 05-18-2003 04:21 AM

» Quick Links

All times are GMT -6. The time now is 05:18 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.