AMENDMENTIndex License Agreement • February 12th, 2021 • 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 12th, 2021 • 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”), as previously amended. Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Agreement.
ORDER SCHEDULE NUMBER 9 INDEX IPIndex License Agreement • June 17th, 2019 • Guggenheim Defined Portfolios, Series 1908
CONFIDENTIAL MORGAN STANLEY CAPITAL INTERNATIONAL INDEX LICENSE AGREEMENT FOR FUNDSIndex License Agreement • February 12th, 2021 • MSCI Inc. • Services-business services, nec • New York
a Delaware corporation, having an office at 1585 Broadway, New York, NY 10036, and Barclays Global Investors, N.A. (“Licensee”), having an office at 45 Fremont Street, San Francisco, CA 94105.
INDEX LICENSE AGREEMENTIndex License Agreement • November 9th, 2023 • Themes ETF Trust
Solactive is an independent German multi-asset class index service provider, operating worldwide and active in the business of administration, development, calculation and maintenance of indices.
Amended and Restated Index License AgreementIndex License Agreement • November 23rd, 2020 • Alpha Architect ETF Trust • Pennsylvania
This Amended and Restated Index License Agreement (“Agreement”), is made as of October 29, 2020 (“Effective Date”) by and between Merlyn.AI Corporation (“Merlyn” or “Licensor”), a Delaware corporation having a principal place of business at 3790 El Camino Real, Suite #172, Palo Alto, CA 94306 and Empowered Funds, LLC (“Empowered” or “Licensee”) having a principal place of business at 213 Foxcroft Road, Broomall, Pennsylvania 19008. Merlyn and Empowered are each referred to herein as a “Party” and collectively as the “Parties.” As used herein, an “Affiliate” of a Party means any current or future person or entity that controls, is controlled by or is under common control with such party, for so long as such person or entity qualifies as an Affiliate of such Party.
AMENDMENTIndex License Agreement • February 28th, 2014 • 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. (“MSCI”), a Delaware corporation, and Blackrock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”). Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
INDEX LICENSE AGREEMENTIndex License Agreement • May 20th, 2016 • São Paulo
BM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, with its principal place of business in the Capital City of the State of São Paulo, at Praça Antonio Prado, 48, 7th floor, enrolled with the National Corporate Taxpayers Register of the Ministry of Finance (CNPJ/MF) under No. 09.346.601/0001-25, herein represented pursuant to its By-laws and hereinafter referred to as “BM&FBOVESPA’’; and
AMENDMENTIndex License Agreement • October 26th, 2007 • MSCI Inc. • Periodicals: publishing or publishing & printing • New York
AMENDMENT to the Index License Agreement for Funds, by and between Morgan Stanley Capital International Inc. (“MSCI”) and Barclays Global Investors, N.A. (“Licensee”), dated as of March 18, 2000 (the “US ETF Agreement”). Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the US ETF Agreement.
AMENDMENTIndex License Agreement • February 28th, 2014 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
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”.
Index License Agreement by and between Solactive AG Guiollettstr. 54 60325 Frankfurt am Main — hereinafter referred to as “Solactive” — and WGC USA Asset Management Company, LLC New York, NY 10075 — hereinafter referred to as “Licensee” — jointly...Index License Agreement • January 9th, 2017 • World Currency Gold Trust • Commodity contracts brokers & dealers • England and Wales
AMENDMENTIndex License Agreement • February 28th, 2014 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
INDEX LICENSE AGREEMENTIndex License Agreement • June 5th, 2012 • São Paulo
BM&FBOVESPA S.A. - Bolsa de Valores, Mercadorias e Futuros, with its principal place of business in the Capital City of the State of São Paulo, at Praça Antonio Prado, 48, 7th floor, enrolled with the National Corporate Taxpayers Register of the Ministry of Finance (CNPJ/MF) under No. 09.346.601/0001-25, herein represented pursuant to its By-laws and hereinafter referred to as “BM&FBOVESPA’’; and
AMENDMENTIndex License Agreement • February 27th, 2015 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
INDEX LICENSE AGREEMENTIndex License Agreement • July 28th, 2021 • Mutual Fund Series Trust • New York
This Index License Agreement (“Agreement”), dated as of Effective Date, is made by and between Nasdaq, Inc. (“Nasdaq”), a Delaware Corporation (Nasdaq and its affiliates are collectively referred to as the “Corporations”) whose principal offices are located at One Liberty Plaza, 165 Broadway, New York, NY 10006 and Licensee (each a “Party” and collectively the “Parties” to this Agreement.) The Parties hereby agree to the following terms and conditions:
AMENDMENTIndex License Agreement • February 29th, 2012 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (the “Agreement”), dated as of March 18, 2000 and as subsequently amended, by and between Morgan Stanley Capital International Inc. (“MSCI”) and Barclays Global Investors, N.A (“Licensee”), as amended.
AMENDMENTIndex License Agreement • February 11th, 2022 • 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 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 12th, 2021 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Amendment dated February 21, 2013 (the “Original Amendment”) to the Index License Agreement for Funds dated as of March 18, 2000 with MSCI internal reference DCF_00040 (as previously amended, the “Agreement”) by and between MSCI Inc. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and Black Rack Fund Advisors, a California corporation (as successor to Barclays Global Investors, NA) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Original Amendment or the Agreement, as the case may be.
AMENDMENTIndex License Agreement • February 18th, 2020 • 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 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 18th, 2020 • 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.) 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 (as defined below).
Index License AgreementIndex License Agreement • November 25th, 2024 • EA Series Trust
This Index License Agreement (“Agreement”) is made as of the November 11, 2024 (“Effective Date”) by and between JLens, a California nonprofit public benefit corporation having a principal place of business at 605 Third Avenue, New York, NY 10158 c/o ADL (“JLens”, “Licensor”) and Empowered Funds, LLC (“Empowered”, “Licensee”). JLens and Empowered are each referred to herein as a “Party” and collectively as the “Parties”. As used herein, an “Affiliate” of a Party means any current or future person or entity that controls, is controlled by or is under common control with such party, for so long as such person or entity qualifies as an Affiliate of such Party.
AMENDMENTIndex License Agreement • February 18th, 2020 • 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 12th, 2021 • MSCI Inc. • Services-business services, nec • New York
AMENDMENT to the Index License Agreement for Funds (the “Agreement”), dated as of May 18, 2000, 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 herein but not otherwise defined herein shall have the meanings ascribed to them in the Agreement. This Amendment shall terminate and replace the Amendment between the parties dated July 1, 2006 (the “2006 Amendment”) solely for periods from and after date hereof.
AMENDMENTIndex License Agreement • January 31st, 2011 • 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. (f/k/a/ Morgan Stanley Capital International Inc.) (“MSCI”) and Barclays Global Investors, N.A. (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
AMENDMENTIndex License Agreement • July 2nd, 2010 • 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. (“MSCI”) a Delaware corporation, and Barclays Global Investors, N.A. (“Licensee”). Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
ContractIndex License Agreement • February 18th, 2020 • MSCI Inc. • Services-business services, nec • New York
THIS AMENDMENT (this “Amendment”) dated as of October 25, 2019 (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., which was succeeded by BlackRock Institutional Trust Company, N.A.) (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendment or the Agreement (as defined below), as the case may be.
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.Index License Agreement • March 1st, 2013 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
AMENDMENT 2Index License Agreement • February 29th, 2012 • 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. (“MSCI”), a Delaware corporation, and Barclays Global Investors, N.A. (“Licensee”). Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
FORM OF INDEX LICENSE AGREEMENTIndex License Agreement • March 1st, 1996 • Foreign Fund Inc • New York
AMENDMENTIndex License Agreement • February 12th, 2021 • MSCI Inc. • Services-business services, nec • New York
This 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 (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 • March 1st, 2013 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed 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 12th, 2021 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
AMENDMENTIndex License Agreement • February 12th, 2021 • 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. (f/k/a Morgan Stanley Capital International Inc.) (“MSCI”) and BlackRock Institutional Trust Company, N.A. (formerly known as Barclays Global Investors, N.A.) (“Licensee”), as previously amended. Capitalized terms used herein but not otherwise defined herein shall have the meanings ascribed in the Agreement.
