Periodic Index Reviews

MVIS® Indexes are reviewed periodically. Monthly, quarterly, semi-annual or annual reviews are performed depending on the index type.

  • Index Data: Component data is screened
  • Announcement: Index review results are published
  • Implementation: Indexes are rebalanced
  • Effective: Indexes trade in new composition

Please note that all changes to the indexes will be effective the following trading day after implementation.

Semi-Annual Reviews

The following indexes are reviewed semi-annually in March and September, with quarterly adjustments of component weights.

  • BlueStar® Global E-Brokers and Digital Capital Markets
  • MarketVector Brazil Domestic Exposure (BRL)
  • MarketVector Brazil Global Exposure (BRL) 
  • MarketVector Brazil Small-Cap Value (BRL)
  • MVIS® Brazil Small-Cap
  • MVIS® North America Energy Infrastructure
  • MVIS® Russia Small-Cap
  • MVIS® US Listed Biotech 25
  • MVIS® US Listed Oil Services 25
  • MVIS® US Listed Pharmaceuticals 25
  • MVIS® US Listed Retail 25
  • MVIS® US Listed Semiconductor 25/10% Capped

 

Most BlueStar® indexes are reviewed semi-annually in June and December. Please check the respective index guide for details.
 

The latest Index Review files can be downloaded here.

The table below presents the review dates for 2022. All changes will be effective the next trading day after implementation.
The Review Results are published in MS Excel Format at 23:00 CET on the announcement date.

Review Show
Q1,Q3/2022 +
Q2,Q4/2022 +
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