MSCI Barra Sudan-Free Indices
Sudan Divestment Task Force | NGO
| Vehicle Type | Other (please state) |
| Domicile | |
| Inception Month / Year | December 2007 |
| AUM in Product Strategy in USD millions (2004) | n/a |
| AUM in Product Strategy in USD millions (2005) | n/a |
| AUM in Product Strategy in USD millions (2006) | n/a |
| Main Asset Class | Other (Please State) |
| Sub Asset Class | All Cap |
| Asset Region | Global, All Markets |
| Process | Active |
| Benchmark | MSCI EAFE, MSCI Emerging Markets, and MSCI All Country World ex US |
| Style | Negative Screening |
| Compliance Level | None |
Philosophy and Process
In January 2008, the Sudan Divestment Task Force chose MSCI Barra (NYSE:MXB) to calculate a series of custom indices that exclude the “Highest Offenders” in Sudan from several standard MSCI Indices, including the MSCI EAFE, MSCI Emerging Markets, and MSCI All Country World ex-US Indices. MSCI Barra is a leading provider of investment decision support tools worldwide, including indices and risk and return portfolio analytics.
The custom indices include reweighting strategies that minimize any potential tracking error from the standard indices. For more information on the indices, the reweighting strategy and funds based off the customized MSCI indices, please contact the Sudan Divestment Task Force at info@sudandivestment.org.