Index/Portfolio Maintenance

Have you developed an index or you manage an investment portfolio that you wish to test and perform it rebalancings on a regular basis? This service allows you to specify the eligibility criteria and use the professional services of Index Research to carry out the maintenance of the index/investment portfolio.

The service is intended for those interested in performing investment portfolios automation or outsourcing the maintenance of their indices.

As part of this service Index Research performs tests and rebalancings of indices and investment portfolios.

The service allows investment vehicle managers to define the eligibility criteria of their products and use the securities compositions and weights resulting from the index/investment portfolio rebalancings:

  • The eligibility criteria examination shall be performed on a periodic basis (every month / quarter / year) or on an ongoing basis if necessary.
  • The index/investment portfolio periodic rebalancings shall be carried out in accordance with the index methodology/portfolio’s investment policy.
  • In special cases such as trading suspension, delisting proceedings, failure to submit financial reports, rating changes, tender offer, failure to payments of principal or interest, etc., the ongoing rebalancings shall be carried out in accordance with the index methodology/portfolio’s investment policy.
  • The service includes ongoing support of the user’s investments and operations teams, including the provision of experts on behalf of Index Research for the purpose of professional consultations on the index/investment portfolio.

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