AI brief of an SEC Form 8-K · MSCI (MSCI)

MSCI extends BlackRock ETF index license to March 31, 2035, revises certain fees

Neutral Impact 4 of 5 m&a Written later

MSCI and its subsidiary MSCI Limited amended their index license agreements with BlackRock Fund Advisors for exchange-traded funds, extending the term to March 31, 2035, with auto-renewals of three years thereafter unless notice is given. The amendment revises license fees for certain funds starting January 1, 2026, with further changes effective January 1, 2027, and the filing says it does not otherwise make material changes to the existing fee structure.

Key points

  • Amendment dated January 27, 2026 extends the Existing ETF Agreements to March 31, 2035
  • After 2035, each agreement auto-renews for successive three-year periods unless either party gives written notice of termination before the term ends
  • License fees for certain funds change starting January 1, 2026, with additional changes effective January 1, 2027, based on each fund's expense ratio and assets under management

The filing

CompanyMSCI (MSCI)
Form8-K, current report
Filed with the SECJan 28, 2026, 4:32 PM ET
Accession number0001408198-26-000008

Items reported: 1.01 Material Definitive Agreement

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:30 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 28, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.