MSCI is assessing a new framework that aims to pinpoint companies holding non-operational assets. Recent analysis suggests that the Bitcoin Treasury Strategy, Metaplanet, and uranium investment firm Yellow Cake may be candidates for exclusion from MSCI's indexes.
JPMorgan has projected that if these removals take place, there could be an approximate passive divestment of $2.8 billion from the affected securities. However, MSCI has yet to reach a final decision, as it is currently soliciting feedback until September 30, with outcomes anticipated on October 16.
