2018 Index Methodology Review

Invesco Indexing has recently completed its annual methodology review. Through this exercise, the team considers index methodology updates that have the potential to enhance the indexes’ overall representativeness, investability, and consistency with expected exposures and outcomes. In 2018, Invesco Indexing is suggesting three changes to index construction methodologies. One of the proposed changes affects the family of Strategic equity indexes; the other two affect the family of Fixed Income Factor Indexes. The details for each of the proposed changes can be found here Invesco Indexing encourages clients to provide feedback on the proposed changes by contacting the team at IndexSupport@invesco.com. Consideration of insights from a range of stakeholders is expected to ensure that the indexes continue to seek to deliver the expected market exposure and outcomes through a clear, thoughtful, and transparent index construction methodology. Invesco Indexing welcomes feedback from clients throughout the calendar fourth quarter. The team will publish the conclusions of this methodology review by December 31st and will incorporate any changes to the methodologies on June 30, 2019.