Index Methodology Changes - Conclusions from the 2018 Index Methodology Review

Each year, Invesco Indexing engages in a comprehensive review of index methodologies. 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. As a result of this year’s index methodology review and accompanying client consultations, Invesco Indexing is announcing four changes to index methodologies. Three of these changes are set to become effective with the respective June 2019 index rebalances; one change will be effective with the January 2019 rebalance. Revisions to the index methodology documents will be available on the Invesco Indexing website at by the end of 1Q19.

Read the highlights of the methodology changes here.