S&P Dow Jones Indices Equity Index Rebalancing Schedule Consultation

Open for comment until Jan 31, 2018

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?*

      • If you agree with moving the rebalancing effective date, do you agree with the proposed two-week (10 business days) pro-forma file distribution period and keeping all reference dates unchanged?
      • Do you agree with the September 2018 rebalancing proposal to move the September 2018 rebalancing effective date from Monday, September 24, 2018 to Monday, October 1, 2018?
      • As a longer-term initiative, do you agree with the concept of a multi-day rebalancing for certain indices, as determined by S&P DJI, as opposed to a single day? What are the key benefits and drawbacks you see in applying a multi-day rebalancing approach?
      • Do you agree with the standard quarterly rebalancing schedule proposal to move the standard quarterly rebalancing schedule from the months of March, June, September, and December to a different set of months? If so, which set of months do you prefer?
      • If you agree with the question above, do you agree with extending the share freeze period through month-end to coincide with the extended rebalancing window? Do you have any concerns with market liquidity around any of the proposed rebalancing dates?
      • Do you agree with the subsequent rebalancing proposal to move each subsequent rebalancing from the third Friday of the rebalancing month to the last business day of the rebalancing month?
  • 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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