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Will MSCI exclude at least one company for non-operating status after 11 November 2026?

probability 80% deadline 2026-11-11 (25d left) Market

Posted 2026-10-16 — 26 days before the deadline, stated before the outcome.

MSCI is a global provider of index solutions and research. The organization periodically reviews its constituent lists to ensure companies meet specific operational criteria, such as having a primary business activity.

The claim

MSCI will announce at least one additional company for exclusion from its indices due to non-operating company status in the implementation phase following the November 11, 2026 list publication.

Reasoning trace

  1. MSCI finalized its new non-operating company rules on 2026-10-15.
  2. MSCI announced that the final list of affected firms is due on 2026-11-11.
  3. MSCI will release the list to implement the index inclusion/exclusion changes.

Evidence so far

0 confirming · 0 denying signals · 5 verified · 0 broken assumptions. The evidence itself is part of the full dossier.

Probability history

Updated 1 time since mint (last on 2026-10-16) — 80% at mint → 80% today.

The full dossier behind this prediction — the evidence trail, the risk analysis, the monetization scenarios — is available on request: [email protected].

Probabilities are calibrated against the system's own resolved history; after the deadline the outcome is resolved and audited — including the calls we get wrong. Nothing on this page is investment advice.