An Investor’s Guide to the Nasdaq-100’s Special Rebalance

Mark Wood analyzes the special rebalance implemented by the Nasdaq-100.

The Road to Building Better Infrastructure Benchmarks

Jan Mende explains how infrastructure benchmarks are evolving and becoming more sophisticated.

What Investors Should Know About This Year’s Russell Reconstitution

Every year, FTSE Russell reconstitutes its U.S.-focused family of indices to more accurately reflect current market conditions. Although initial public offerings can be added to these indices on a quarterly basis, this annual refresh is a much more comprehensive effort with significantly greater impact on the market. Changes in market capitalization, sector weightings, and style […]

How Index Changes May Affect Investors

UPDATED: After consulting with index users and other parties, FTSE Russell recently announced that it would exclude some securities issued by companies with unequal voting rights from its indices, following its decision to exclude shares of Snap, the popular social media company that recently went public with zero voting rights stock. S&P Dow Jones also […]