What Investors Should Know About This Year’s Russell Reconstitution

Every year, FTSE Russell reconstitutes its U.S.-focused family of indices to more accurately reflect current market conditions. Although initial public offerings can be added to these indices on a quarterly basis, this annual refresh is a much more comprehensive effort with significantly greater impact on the market. Changes in market capitalization, sector weightings, and style […]

Analyzing the Impact of Saudi Exposure in Key Indices

Two major index providers plan to add Saudi Arabian stocks to their indices this year, and Vanguard will add exposure to Saudi Arabia to some of its mutual funds. There will be relatively little immediate impact, but in this post we highlight some of the characteristics of the Saudi market to help institutional investors better […]

How Index Changes May Affect Investors

UPDATED: After consulting with index users and other parties, FTSE Russell recently announced that it would exclude some securities issued by companies with unequal voting rights from its indices, following its decision to exclude shares of Snap, the popular social media company that recently went public with zero voting rights stock. S&P Dow Jones also […]