MSCI Updates Index Inclusion Criteria for Non-Operating Firms
MSCI has introduced new rules to remove non-operating companies from its global indexes, potentially impacting firms like Strategy, Metaplanet, and Upexi.

MSCI has introduced new rules to remove non-operating companies from its global indexes, potentially impacting firms like Strategy, Metaplanet, and Upexi.

MicroStrategy faces potential removal from major MSCI stock indexes under new rules targeting companies that function as investment vehicles.

MSCI’s new non-operating company rules threaten MicroStrategy’s index inclusion, with JPMorgan projecting $2.8 billion in potential passive selling if the company is removed.

MicroStrategy chairman Michael Saylor dismissed concerns over a potential MSCI index removal, as analysts warn of a possible $2.8 billion outflow in passive investments.

Miller Value Partners CIO Bill Miller IV has challenged MSCI’s proposed index screening rules, warning that the criteria could unfairly exclude major firms alongside Bitcoin treasury companies.

MSCI has launched 14 specialized AI supply chain indexes and up to 100 derivatives contracts to enable more precise investment strategies in the artificial intelligence sector.

Strive Inc. CEO Matt Cole has challenged MSCI's proposed criteria for classifying operating entities, warning that vague rules could lead to the exclusion of Bitcoin-heavy firms from major indexes.

MSCI's proposed index rules threaten to exclude major Bitcoin treasury companies from global benchmarks, sparking a debate over the power of private index providers.

An MSCI survey of 450 advisers indicates that 71% plan to boost their active ETF holdings by 2026, signaling a shift in portfolio management strategies.

Bitwise CIO Matt Hougan explains why Strategy's recent $200 million Bitcoin sale failed to disrupt the market, signaling strong institutional demand.
