Amendment

Amendment 2

by MSCI Inc
March 1st, 2013

Exhibit 10.52

CONFIDENTIAL TREATMENT GRANTED. *********** 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.

AMD_00292

Client Code/Reference No: WFNIA/CA

AMENDMENT 2

Date of Amendment: November 19, 2010

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.

 

1. Exhibit B is hereby amended to allow the Funds to be additionally listed and traded on the Chilean domiciled stock or securities exchanges (herein referred to as the “Chilean Listed Funds”). All Listed Funds must be issued, sold and traded on a public basis in accordance with the applicable Chilean securities law. All other terms and restrictions contained in Exhibit B shall apply to the Chilean Listed Funds. Notwithstanding anything to the contrary in Exhibit A, the Chilean Listed Funds may only be based on the following Indexes:

 

MSCI ACWI ex US Consumer Discretionary Sector Index

   ***********

MSCI ACWI ex US Consumer Staples Sector Index

   ***********

MSCI ACWI ex US Energy Sector Index

   ***********

MSCI ACWI ex US Financials Index

   MSCI Germany Index

MSCI ACWI ex US Health Care Sector Index

   MSCI Hong Kong Index

MSCI ACWI ex US Industrials Sector Index

   ***********

MSCI ACWI ex US Information Technology Sector Index

  

MSCI Ireland Capped Index

MSCI ACWI ex US Materials Sector Index

   MSCI Israel Capped Investable Market Index

MSCI ACWI ex US Telecommunications Services Sector Index

  

MSCI Italy Index

MSCIMM ACWI ex US Utilities Sector Index

   MSCI Japan Index

MSCI All Country Asia ex Japan Index

  

MSCI Malaysia Index

MSCI All Country World

   MSCIMM Mexico Investable Market Index

MSCI All Country World ex-US

   ***********

MSCI All Peru Capped Index

   MSCI New Zealand Investable Market Index

MSCI Australia Index

   MSCI Pacific ex-Japan Index

***********

   MSCI Philippines Investable Market Index

***********

   ***********

MSCI Brazil Index

   MSCI Russia Capped Index

MSCI Brazil Small Cap Index

   MSCI Singapore Index

MSCI BRIC Index

   MSCI South Africa Index

MSCI Canada Index

   MSCI South Korea Index

MSCI Chile Investable Market Index

  

MSCI Spain Index

MSCIM China Small Cap Index

   ***********

MSCI EAFE Index

  

MSCI Switzerland Index

***********

   MSCI Taiwan Index

MSCI Emerging Markets Eastern Europe Index

   ***********

***********

   ***********

MSCI Emerging Markets Index

   MSCI United Kingdom Index

***********

   ***********

MSCI EMU Index

  

For the avoidance of doubt, the license fees set forth in the Agreement as amended, shall apply with respect to all Chilean Listed Funds. For clarity, there shall be no separate licensee fees for the Chilean Listed Funds but any additional assets from the Chilean Listed Funds shall be included in the average daily net assets of the applicable Funds for purposed of calculating license fees.

 

2. Exhibit B is hereby further amended to allow the Funds to be additionally listed and traded on the Mexican domiciled stock or securities exchanges (herein referred to as the “Mexican Listed Funds”). All Listed Funds must be issued, sold and traded on a public basis in accordance with the applicable Mexican securities law. All other terms and restrictions contained in Exhibit B shall apply to the Mexican Listed Funds. Notwithstanding anything to the contrary In Exhibit A, the Mexican Listed Funds may only be based on the following Indexes:


MSCI ACWI ex US Consumer Discretionary Sector Index

   MSCI EMU Index

MSCI ACWI ex US Consumer Staples Sector Index

   MSCI France Index

MSCI ACWI ex US Energy Sector Index

   MSCI Germany Index

MSCI ACWI ex US Financials Index

   MSCI Hong Kong Index

MSCI ACWI ex US Health Care Sector Index

   MSCI Indonesia Investable Market Index

MSCI ACWI ex US Index

   MSCI Ireland Capped Investable Market Index

MSCI ACWI ex US Industrials Sector Index

   MSCI Israel Capped Investable Market Index

MSCI ACWI ex US Information Technology Sector Index

   MSCI Italy Index

MSCI ACWI ex US Materials Sector Index

   MSCI Japan Index

MSCI ACWI ex US Telecommunication Services Sector Index

   MSCI Japan Small Cap Index

MSCI ACWI ex US Utilities Sector Index

   MSCI Kokusai Index

MSCI ACWI Index

   MSCI Malaysia Index

MSCI All Country Asia ex Japan Index

   MSCI Netherlands Investable Market Index

MSCI All Peru Capped Index

   MSCI New Zealand Investable Market Index

MSCI Australia Index

   MSCI Pacific ex-Japan Index

MSCI Austria Investable Market Index

   MSCI Philippines Investable Index

MSCI Belgium Investable Market Index

   MSCI Poland Investable Market Index

MSCI Brazil Index

   MSCI Russia Cap Index

MSCI Brazil Small Cap Index

   MSCI Singapore Index

MSCI BRIC Index

   MSCI South Africa Index

MSCI Canada Index

   MSCI South Korea Index

MSCI Chile Investable Market Index

   MSCI Spain Index

MSCI China Small Cap Index

   MSCI Sweden Index

MSCI EAFE Growth Index

   MSCI Switzerland Index

MSCI EAFE Index

   MSCI Taiwan Index

MSCI EAFE Small Cap Index

   MSCI Thailand Investable Market Index

MSCI EAFE Value Index

   MSCI Turkey Investable Market Index

MSCI Emerging Markets Eastern Europe Index

   MSCI United Kingdom Index

MSCI Emerging Markets Index

   MSCI USA Index

For the avoidance of doubt, the license fees set forth in the Agreement as amended, shall apply with respect to all Mexican Listed Funds. For clarity, there shall be no separate licensee fees for the Mexican Listed Funds but any additional assets from the Mexican Listed Funds shall be included in the average daily net assets of the applicable Funds for purposed of calculating license fees.

 

3. This Amendment is intended to amend and operate in conjunction with the Agreement and together this Amendments and the Agreement constitute the complete and exclusive statement of the agreement between the parties and supersede in full all prior proposals and understandings, oral or written, relating to the subject matter hereof. To the extent that any terms of this Amendment conflict with any terms of this Agreement, the terms of this Amendment shall control. No right or license of any kind is granted to Licensee expect as expressly provided in the Agreement and this Amendment.

 

4. This Amendment shall be governed by, and construed in accordance with, the laws of the State of New York without regard to its conflict or choice of law principles.

 

LICENSEE

      MSCI INC.

By

   /s/ Timothy M. Meyer       By    /s/ Paul E. Friedman

Name

   Timothy M. Meyer       Name    Paul E. Friedman
   (printed)          (printed)

Title

   M. Director       Title    Executive Director

Date

   December 1, 2010       Date    December 10, 2010
        

By

   /s/ Mathew R. Lewis         

Name

   Matthew R. Lewis         
   (printed)         

Title

   Director         

Date

   December 1, 2010