2019 ANNUAL PERFORMANCE AWARD AGREEMENT FOR PERFORMANCE STOCK UNITS FOR MANAGING DIRECTORS UNDER THE MSCI INC. 2016 OMNIBUS INCENTIVE PLANPerformance Stock Unit Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec
2019 AWARD AGREEMENT FOR RESTRICTED STOCK UNITS FOR EMPLOYEES UNDER THE MSCI INC. 2016 OMNIBUS INCENTIVE PLANRestricted Stock Unit Award Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec
Amendment No. 3Index License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec
This Amendment No. 3 (the “Amendment”) is entered into as of 1 July 2018 and is effective as of 1 July 2018 (“Effective Date”) by and between MSCI ESG Research LLC and BlackRock Fund Advisors (“Licensee”) pursuant to the Index License Agreement for Funds (MSCI reference number IXF_00040) dated as of March 18, 2000 (the “U.S. Agreement”) by and between MSCI Inc. (as successor to Morgan Stanley Capital International Inc.) and Licensee (as successor to Barclays Global Investors, N.A.); the U.S. Agreement, together with this Amendment, shall constitute the “Agreement”.
ContractIndex License Agreement for Funds • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of September 1, 2018 (the “Amendment Effective Date”) is made to the Schedules (as defined below) by and between MSCI Inc. (“MSCI”) and BlackRock Fund Advisors (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in each applicable Schedule, as the case may be.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (as amended, the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (the “Agreement”), dated as of March 18, 2000, by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (formerly known as Barclays Global Investors, NA.) (“Licensee”), as previously amended. Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement or the ******************** (defined below), as the case may be.
AMENDMENTIndex License Agreement for Funds • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT (this “Amendment”) to the Index License Agreement for Funds (MSCI reference number IXF_00040) dated as of March 18, 2000 (as previously amended, the “Agreement”) is made by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT (this “Amendment”) to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (as amended, the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined in this Amendment shall have the meanings ascribed to them in the Agreement.
ContractIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of February 19, 2018 (the “Amendment Effective Date”) is made to the Previous Amendment (as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment.
ContractIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of September 10, 2018 (the “Amendment Effective Date”) is made to the Previous Amendment (as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment, the Previous Name Change Amendment (as defined below) or the Agreement (as defined below), as the case may be.
ContractIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of October 1, 2017 (the “Amendment Effective Date”) is made to the Previous Amendment (as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment.
CONFIDENTIAL TREATMENT REQUESTED. *********** INDICATES OMITTED MATERIAL THAT IS THE SUBJECT OF A CONFIDENTIAL TREATMENT REQUEST FILED SEPARATELY WITH THE COMMISSION. THE OMITTED MATERIAL HAS BEEN FILED SEPARATELY WITH THE COMMISSION.Amendment • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of November 16, 2018 (the “Amendment Effective Date”) is made to the Previous Amendment (as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment.
CONFIDENTIAL TREATMENT GRANTED. *********** INDICATES OMITTED MATERIAL THAT HAS BEEN GRANTED CONFIDENTIAL TREATMENT BY THE COMMISSION. THE OMITTED MATERIAL HAS BEEN FILED SEPARATELY WITH THE COMMISSION.Index License Agreement for Funds • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of April 12, 2017 (the “Amendment Effective Date”) is made to the Second Schedule (as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Schedule.
CONFIDENTIAL TREATMENT REQUESTED. *********** INDICATES OMITTED MATERIAL THAT IS THE SUBJECT OF A CONFIDENTIAL TREATMENT REQUEST FILED SEPARATELY WITH THE COMMISSION. THE OMITTED MATERIAL HAS BEEN FILED SEPARATELY WITH THE COMMISSION.Amendment to License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of September 10, 2018 (the “Amendment Effective Date”) is made to the Previous Amendment, the Previous Conversion Amendment and the Previous Name Change Amendment (each as defined below) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors, a California corporation (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment, the Previous Name Change Amendment, the Previous Conversion Amendment or the Agreement (as defined below), as the case may be.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (as amended, the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
ContractIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of May 15, 2018 (the “Amendment Effective Date”) is made to the Schedules (as defined below) by and between MSCI Inc. (“MSCI”) and BlackRock Fund Advisors (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in each applicable Schedule, as the case may be.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (as amended, the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
AMENDMENTIndex License Agreement • February 22nd, 2019 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (internal MSCI reference IXF_00040) dated as of March 18, 2000 (the “Agreement”) by and between MSCI Inc. (formerly known as Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Fund Advisors (as successor to Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
