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 modify the Quality Score computation?
      • Do you agree with proposed change number 1, whereby if the underlying EPS or BVPS for a given stock’s ROE is negative, then its ROE value will be excluded and the stock’s ROE Z-score will be set equal to the lowest component stock ROE Z-score?
      • If you answered “no” in question 2 above, please provide details, including your rationale.
      • Do you agree with proposed change number 2, whereby if the underlying EPS or BVPS for a given stock’s ROE is negative, the stock’s Quality Score will be calculated, but it will be ineligible for index inclusion apart from the S&P Quality, Value & Momentum Top 90% Multi-Factor Indices and S&P Quality – Lowest Quintile Indices where it will be eligible for index inclusion?
      • If you answered “no” in question 4 above, please provide details, including your rationale.
      • Do you agree with proposed change number 3, whereby the denominator of the Accrual Ratio calculation will use Average Total Asset instead of Average Net Operating Assets?
      • If you answered “no” in question 6 above, please provide details, including your rationale.
      • Do you agree with proposed change number 4, whereby the Accrual Ratio calculation will not be applied to the Quality Score computation for stocks classified in the Financials (GICS 40) or Real Estate (GICS 60) sectors?
      • If you answered “no” in question 8 above, please provide details, including your rationale.
      • 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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