MSCI Quarterly Comprehensive Index Review May 2026

Research evidence excerpt

MSCI Quarterly Comprehensive Index Review May 2026

J P M O R G A N Global Markets Strategy

12 May 2026

MSCI Quarterly Comprehensive

Index Review

May 2026

MSCI has announced the results of the May 2026 Quarterly Comprehensive Index Global Quantitative and Derivatives

Review (QCIR). This note highlights all Additions, Deletions and other significant Strategy

changes to the MSCI Standard Index, for both Developed and Emerging Markets. Min Moon AC

Attached we provide summary tables for the rebalance trade and the names with (1-212 ) 272-8456

biggest flows (A spreadsheet with the rebalance list is available for clients who min.k.moon@jpmorgan.com

have the research data feed subscription.) These changes will be effective after the J.P. Morgan Securities LLC

close on Friday, May 29, 2026. Our passive estimates are netted across passive Pankaj Gupta, CFA

funds benchmarked to MSCI EAFE, MSCI Europe, MSCI Emerging Markets, (44-20) 7134-5483

pankaj.gupta2@jpmorgan.com

MSCI Kokusai and MSCI Asia ex Japan. NOTE: Restricted companies may have J.P. Morgan Securities plc

been removed from the list. Performance of the portfolios is available on our Vivek G Shah

Bloomberg page (JPDX <GO>). Please contact us if you would like access. (44-20) 7134-4084

vivek.g.shah@jpmorgan.com

MSCI Developed Markets (DM) Highlights: J.P. Morgan Securities plc

Joanne Cheung

• There will be 18 Additions and 46 Deletions in MSCI DM Standard Index. (852) 2800-8596

There will be 4 adds/15 dels in Asia Pacific Region, 6 adds/11 dels in joanne.cy.cheung@jpmorgan.com

J.P. Morgan Securities (Asia Pacific) Limited/ J.P.

EMEA Middle East and 8 adds/20 dels in North America. New number of Morgan Broking (Hong Kong) Limited

constituents will be 1280 Priyanka Saraf