Consultations

Fidelity Quality Income and Value Income Indices Consultation on Additional Business Activity Exclusions and the Monthly Rebalancing

Open for comment until Mar 16, 2022

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 add the Arctic Oil & Gas Exploration Extraction business activity exclusion to the methodology of the indices?
      • Do you agree with the proposal to add the Oil Sands Extraction business activity exclusion to the methodology of the indices?
      • Do you agree with the proposal to incorporate Business Activity and UNGC exclusion changes into the monthly rebalancing process?
      • Should any changes be adopted, do you agree with S&P DJI’s proposal to implement the changes effective prior to the open on Wednesday, March 23, 2022?
      • 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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