How do you choose which companies to include in the index?

The index selection process selects equities for the selection pool that meet the following conditions as determined the Index Provider: Significant business operations in one of three online retail business segments: online retail, online travel, online marketplace. At least 70% of revenues should be derived from online and/or virtual business transactions as opposed to brick [...]

How do you choose which companies to include in the index?2017-09-23T16:03:06+00:00

Where can I find a quote for the index?

Quotes for the EQM Online Retail Index can be found each day under the symbol IBUYXT on Bloomberg, on Reuters as .IBUYXT,.IBUYXP, and .IBUYXN, on the www.eqmindexes.com website and from other financial data providers.  Quotes, returns, historical prices, and constituent weightings will also be updated daily on www.eqmindexes.com.

Where can I find a quote for the index?2021-01-11T16:56:11+00:00

Why is XYZ Company not included in the index?

The company did not meet the selection criteria when the index was last reconstituted. Companies that now meet index selection criteria will become candidates for inclusion at the next reconstitution date.

Why is XYZ Company not included in the index?2016-02-24T02:24:38+00:00

How do you treat IPOs that might be eligible for inclusion?

Eligible initial public offerings will be considered for inclusion on the index's next scheduled semi-annual reconstitution date.  In the event of an IPO which the index committee deems has “high importance” for the EQM Online Retail Index, the index committee can decide to include these companies on an extraordinary adjustment event basis.

How do you treat IPOs that might be eligible for inclusion?2016-02-24T02:24:42+00:00

What happens if a component’s stock is discontinued due to M&A?

If an index component's stock is discontinued due to a merger or acquisition, the index committee may, at its sole discretion, replace the discontinued component at the time of discontinuation if more than 30 calendar days remain until the next reconstitution date.  The discontinued component will either be deleted entirely or be replaced with the [...]

What happens if a component’s stock is discontinued due to M&A?2016-02-24T02:24:48+00:00

How is the index weighted?

The index follows a modified equal weighted methodology. Constituent weightings are “modified” in that each constituent’s weighting is based on the limitations of its respective pool. Once index constituents are determined, they are divided into two separate pools: US based companies and International companies. The US pool must equal at least 75% of the index. [...]

How is the index weighted?2016-02-24T02:24:59+00:00
Go to Top