MSCI Rebalancing Teach-In Session

We are pleased to extend an invitation to you for a teach-in session on MSCI Rebalancing, meticulously tailored for early-career professionals with limited to no prior knowledge of the subject.

Date: 16 January 2025
Time: 4:00-5:00 pm HKT
Location: L22 1 IFC, 1 Harbourview Street, Central, Hong Kong

• Introduction to MSCI Rebalancing: An overview of MSCI indices, the importance of rebalancing, and an introduction to its schedule and frequency.
• Key Concepts and Terminology: A detailed exploration of essential terms and definitions associated with MSCI rebalancing.
• Criteria for Rebalancing: An in-depth look at the selection criteria for index inclusion or exclusion, including market capitalization, liquidity requirements, and more.
• Process of Rebalancing: A step-by-step guide to the process, from data collection to the implementation of changes and necessary post-rebalancing adjustments.
• Impact on Markets: An analysis of how rebalancing affects stock prices, volumes, and overall portfolio management strategies.
• Strategies for Investors: Guidance on how to prepare for rebalancing announcements and adjust portfolios effectively to leverage rebalancing events.
• Q&A Session: An interactive discussion to clarify doubts and answer your questions.

• Our MSCI Analyst with extensive knowledge and experience in MSCI indices and their rebalancing.
• Expert from Delta 1 Sales, offering valuable insights on the practical aspects and market impact of MSCI rebalancing.

This session is designed to provide you with a solid foundation and a deeper understanding of the significance of MSCI rebalancing in the financial markets.

Please RSVP by 9 January 2025 to confirm your attendance.

We look forward to your participation.

Host or Publisher Melisa Ylagan (Macquarie)