Conclusions from Consultation on Country Assignments in the Invesco Indexing Investable Universe Methodology

On May 26, 2020, Invesco Indexing concluded the consultation period for a proposal on the treatment of country assignments in the Invesco Indexing Investable (III) Universe methodology.

As previously announced, the consultation covered both country assignments for companies and country assignments for primary securities, and served as an opportunity to gain insights from a range of stakeholders to ensure the III Universe continues to seek to represent most accurately the global equity opportunity set through a clear, thoughtful, and transparent methodology.

After consultation with clients and having received additional stakeholder feedback, Invesco Indexing will implement the new country assignment treatment, as proposed, in the III Universe methodology. This change will be in effect starting with the June 2020 III Universe reconstitution.

Details of the new country assignment treatment can be found here.

For any questions, please contact the client engagement team at IndexSupport@invesco.com.