2019 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 and consistency with expected exposures and outcomes. In 2019, Invesco Indexing is suggesting one change to an index construction methodology. This proposed change affects a single index – the Invesco Values-Based Developed Markets ex-US Large Cap Value Index. The details for the proposed change can be found here. Invesco Indexing encourages feedback on the proposed change by contacting the team at IndexSupport@invesco.com. Consideration of insights from a range of stakeholders is expected to ensure that the index continues 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 through November 14, 2019. At that time, the team will publish their conclusion and, should any methodology change occur as a result, that change is expected to be incorporated in the Index and its associated rebalance effective December 20, 2019.