Consultations

S&P Dow Jones Indices Consultation on the Quarterly Rebalancing Process

Open for comment until Jun 14, 2021

This consultation is no longer open. The survey below is provided for reference purposes only. You will not be able to interact with it.

  • Step 1About You
  • Step 2Survey
  • Step 3Submit
    • First Name*
    • Last Name*
    • Company*
    • Email*

    S&P DJI makes responses to consultations freely available upon request with redacted individual and company names unless requested to be confidential. Do you wish for your response to remain confidential?*


      • Do you agree with the proposal to announce preliminary pro-forma files for the above list of FMC weighted indices on the last Friday in February, May, August, and November in order to establish a one week commentary period prior to rebalancing changes becoming finalized?
      • Do you agree with the proposal to announce all finalized rebalancing changes for FMC weighted indices after the market close on the first Friday in March, June, September, and December?
      • Do you agree with the proposal to change the reference dates for shares outstanding and IWFs to after the market close 10 weeks prior to the third Friday in March, June, September, and December?
      • Do you agree with the proposal to change the freeze period for accelerated implementation rules to after the market close on the first Friday in March, June, September, and December through after the market close on the third Friday of the quarterly rebalancing month in order to coincide with the finalization of the rebalancing changes?
      • If any of the proposed changes are adopted, do you agree with the proposed implementation date?
      • Do you have any other comments or feedback regarding the proposed changes outlined above?
  • Please be advised that all comments from this consultation will be reviewed and considered before a final decision is made; however, S&P DJI makes no guarantee nor is under any obligation to comply with any of the responses. The survey may result in no changes or outcome of any kind. If S&P DJI decides to change the index methodology, an announcement will be posted on our website.


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