Amendment to the Schedules to the Index License Agreement for Funds, dated as of August 30, 2021, by and between MSCI ESG Research LLC and BlackRock Fund Advisors

Contract Categories: Intellectual Property - License Agreements
EX-10.167 13 msci-ex10167_9.htm EX-10.167 msci-ex10167_9.htm

 

Exhibit 10.167

AMD_00283497.0

 

CERTAIN IDENTIFIED INFORMATION HAS BEEN EXCLUDED FROM THIS EXHIBIT BECAUSE IT IS NOT MATERIAL AND IS OF THE TYPE THAT THE COMPANY TREATS AS PRIVATE OR CONFIDENTIAL. *** INDICATES THAT INFORMATION HAS BEEN REDACTED.

 

AMENDMENT

Effective Date of Amendment: August 30, 2021

This Amendment is made to the amendments which are identified in Attachment 1 to this Amendment (the “Previous Amendments”) by and between MSCI ESG Research LLC (“MSCI”) and BlackRock Fund Advisors (“Licensee”). Capitalized terms used but not defined herein shall have the meanings ascribed to them in the Previous Amendments.

WHEREAS, pursuant to the terms of the Previous Amendments, MSCI granted Licensee the right to use the MSCI indexes identified in Attachment 1 to this Amendment as the basis for the Licensee Funds identified in Attachment 1 to this Amendment; and

WHEREAS, the parties wish to amend the Previous Amendments to allow for the cross‑listing of the Licensee Funds identified in Attachment 1 to this Amendment, as set forth below.

NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows:

1.

The Previous Amendments are hereby amended to allow the Licensee Funds identified in Attachment 1 to this Amendment to be listed and traded on the Santiago Stock Exchange (Bolsa de Comercio de Santiago) (herein referred to as the “Chile Listed Funds”) after such Licensee Funds are listed on a United States exchange. The Chile Listed Funds must be issued, sold and traded on a public basis in accordance with applicable Chilean securities law. All other terms and restrictions contained in the Previous Amendments and the Agreement shall apply to the Chile Listed Funds. For clarity, there ****************************************.

2.

This Amendment is intended to amend and operate in conjunction with the Previous Amendments and the Agreement, and together this Amendment, the Previous 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 any terms of this Amendment conflict with any terms of the Previous Amendments or the Agreement, the terms of this Amendment shall control. No right or license of any kind is granted to Licensee except as expressly provided in the Agreement, the Previous Amendments and this Amendment.

3.

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 laws principles.

 

 

 


 

IN WITNESS WHEREOF, the parties have caused this Amendment to be executed as of the Amendment Effective Date set forth above.

LICENSEE: BlackRock Fund Advisors

 

By /s/ Ruth Weiss

 

Name Ruth Weiss

(printed)

Title Managing Director

MSCI ESG Research LLC

 

By /s/ Joke Jacinto

 

Name Joke Jacinto

(printed)

Title Executive Director


 

 

 


 

Attachment 1

 

Amendment

MSCI Index

Licensee Fund

internal MSCI reference number of the Amendment

Effective Date of the Amendment

AMD_00219333.0 (as previously modified by AMD_00269211.0)

April 6, 2017

Bloomberg Barclays MSCI US Corporate ESG Focus Index

iShares ESG Aware USD Corporate Bond ETF

AMD_00219333.0 (as previously modified by AMD_00269211.0)

April 6, 2017

Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index

iShares ESG Aware 1-5 Year USD Corporate Bond ETF

AMD_00241690.0 (as previously modified by AMD_00269211.0)

March 1, 2018

Bloomberg Barclays MSCI US Aggregate ESG Focus Index

iShares ESG Aware U.S. Aggregate Bond ETF

AMD_00246382.0

July 1, 2018

Bloomberg Barclays MSCI Global Green Bond Select (USD Hedged) Index

iShares Global Green Bond ETF

AMD_00271008.0

March 20, 2020

Bloomberg Barclays MSCI US Universal Choice ESG Screened Index

iShares ESG Advanced Total USD Bond Market ETF