MSCI · News · 20260807N

Index Review and Rebalancing

MSCI Inc. · 2026-08-07 · Importance 10 · Surprise 6

MSCI will announce the August 2026 review results for its Global Standard, Global Small Cap, Micro Cap, Value and Growth, Frontier Markets, Frontier Emerging Markets, and US Equity indexes on August 12. Index changes will become effective at the close of August 31, with additions and deletions published after the announcement. The Philippine index rebalancing includes stock additions, removals, and reweightings intended to preserve market representation and liquidity, requiring passive fund managers to adjust portfolios; the coverage cites a downgrade of Jollibee Foods and potential risks for Ayala Land and PLDT.

Key facts

• MSCI is rebalancing its Standard Philippine Index this month, involving adding, removing, or reweighting stocks. source
• The rebalancing of the MSCI Standard Philippine Index included the recent downgrade of Jollibee Foods Corp. source
• The rebalancing of the MSCI Standard Philippine Index highlighted potential risks for Ayala Land Inc. and PLDT. source