stoxx index methodology guide (portfolio based indices) - STOXX.com

STOXX INDEX METHODOLOGY GUIDE
9. STOXX BLUE-CHIP INDICES
Region/Country Index
Global STOXX Global 200
Americas STOXX Americas 100
Asia STOXX Asia 100
All Europe STOXX All Europe 100
Pacific STOXX Pacific 50
Latin America STOXX Latin America 50
BRIC STOXX BRIC 100
Australia STOXX Australia 50
Canada STOXX Canada 50
France STOXX France 50
Hong Kong STOXX Hong Kong 50
Italy STOXX Italy 20
Japan STOXX Japan 50
Singapore STOXX Singapore 20
Spain STOXX Spain 20
United Kingdom STOXX UK 50
United States of America STOXX USA 50
9.1.3. ONGOING MAINTENANCE
Replacements: A deleted stock is replaced immediately to maintain the fixed number of stocks. Usually,
the replacement is based on the latest selection list that is updated monthly. In case of merger and
acquisition where a blue-chip stock is involved, the original stock is replaced by the new stock.
If a stock is deleted from the corresponding STOXX Regional Broad Index in between the regular review
dates, but is still a component of the STOXX Regional TMI, this stock will remain in the STOXX Blue-Chip
Index until the next regular review.
Fast exit: Not applicable
Fast Entry: An initial public offering (IPO) stock is reviewed for fast-track addition to the blue-chip indices
at the next quarterly review.
The IPO stock is added if it:
» Qualifies for the latest blue-chip selection list, i.e. the February, May, August or November blue-chip
selection lists;
» ranked within the lower buffer on this selection list, and
» was the largest non-component on this selection list.
If added, the IPO stock replaces the smallest stock in the Blue-Chip Index.
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