November 2020 Methodology Review

Invesco Indexing has recently completed its annual methodology review. Through this exercise, the team considers methodology updates that have the potential to enhance the indexes’ overall representativeness, investability, and consistency with expected exposures and outcomes. At this time, Invesco Indexing is suggesting one change to the Invesco Indexing Investable (III) Universe methodology, and no changes to any individual index methodologies. The details for the proposed change can be found here. Invesco Indexing encourages interested parties to provide feedback on the proposed change by contacting the client engagement team at Consideration of insights from a range of stakeholders is expected to ensure that the III Universe continues to seek to represent most accurately the global equity opportunity set through a clear, thoughtful, and transparent methodology. Invesco Indexing welcomes feedback from clients through December 31, 2020 at which time the team will publish the conclusion of this methodology review and, if necessary, will incorporate the change in the III Universe methodology at the June 2021 annual reconstitution.