MSCI Overhauls Global Equity Indexes with 2026 Review, Adding 63 Securities to ACWI
Event summary
- MSCI will add 63 securities and remove 61 from the MSCI ACWI Index as part of its February 2026 review, effective February 27, 2026.
- Top additions to the MSCI World Index include AST SpaceMobile A, Coherent Corp, and FTAI Aviation.
- MSCI Emerging Markets Index will see additions like Shandong Hontron Aluminum Industry Holding A and Zhejiang Century Huatong Group A.
- Vietnamese companies Masan Consumer, Gelex Electricity, and VPBank Securities are among the largest additions to the Frontier Markets Index.
- No changes will be implemented for securities classified in Bangladesh due to ongoing market accessibility issues.
The big picture
MSCI's semi-annual index review is a critical event for global investors, as it dictates the composition of portfolios tracking its benchmarks. The additions of technology and industrial companies from the U.S. and emerging markets reflect shifting market dynamics. The continued exclusion of Bangladesh securities highlights ongoing geopolitical and regulatory challenges in certain markets.
What we're watching
- Market Accessibility
- Whether MSCI's continued exclusion of Bangladesh securities will impact investor sentiment towards the region.
- Emerging Markets Exposure
- How the addition of Chinese and Vietnamese companies will affect investor allocations to emerging markets.
- Index Rebalancing Impact
- The pace at which passive funds will adjust their holdings to reflect the new index compositions.