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

STOXX INDEX METHODOLOGY GUIDE
2. CHANGES TO THE GUIDE BOOK
2.1. HISTORY OF CHANGES TO THE STOXX EQUITY METHODOLOGY GUIDE
� February 2011: Publication of a complete new rule book series
� February 2011: Addition of the STOXX Islamic index family
� March 2011: Methodology changes of the STOXX Sustainability index family
� April 2011: Modification and addition of further indices to the STOXX Equal Weight section.
� May 2011: Addition of the STOXX Infrastructure Index family
� July 2011: Addition of the STOXX Rare Earth Index family
� August 2011: Modification of 4.3 Index Review procedures and 9.3.3 Fast Entry
� November 2011: Addition of STOXX ex-Financials and ex-Banks indices, rule change for STOXX
Optimised Country indices.
� December 2011: Addition of the STOXX Europe Maximum Dividend 40, restructuring of the
document and spin-off sections, restructuring of 10.1.
� March 2012: Addition of country TMIs and regional expansion
� April 2012: Addition of STOXX Broad indices and STOXX Regional TMI indices
� June 2012: Reclassification of Red-Chip companies; addition of China into the Asia/Pacific region
� July 2012: Amend of 3.3 REGIONAL CLASSIFICATIONS
� November 2012: Addition of STOXX Minimum Variance indices
� December 2012: Addition of STOXX EM exposed indices
6/99