FRANKFURT, Germany (January 31, 2023) – MarketVector IndexesTM ("MarketVector") announces the following rule changes effective with implementation of the quarterly review in March, or the following semi-annual June review, respectively:
The following indexes will have their review announcement date a day later (on the second Friday of the month):
- BlueStar® Agribusiness 50 Index (BMOO)
- BlueStar® Artificial Intelligence Index (BAI)
- BlueStar® Asia Technology Index (BSEAQ)
- BlueStar® Autonomous Driving Index (BAUT)
- BlueStar® Big Data & Analytics Index (BDATA)
- BlueStar® China Internet Software Index (BCHNQ)
- BlueStar® Data Center and Logistics Real Estate Index (BDLRT)
- BlueStar® E-Brokers and Digital Capital Markets Index (BEBKR)
- BlueStar® E-Commerce US Leaders Index (BECOM)
- BlueStar® E-Games Index (BEGAM)
- BlueStar® Electric Vehicle Industry Index (BEV)
- BlueStar® Europe Travel and Vacation Index (BETOR)
- BlueStar® Fintech Index (BFNQ)
- BlueStar® Genomic Health Care Index (BDNA)
- BlueStar® Global 5G Connectivity Index (BGFG)
- BlueStar® Global GreenTech index (BGTQ)
- BlueStar® Israel Global Index (BLS)
- BlueStar® Israel Global Technology Index (BGTH)
- BlueStar® Israel Global Technology North America Index (BGTNA)
- BlueStar® Israel Infrastructure Index (BILIN)
- BlueStar® Robotics Index (BRBT)
- BlueStar® Solar Energy Industry Index (BSOLR)
- BlueStar® Top 10 US Banks Index (BUBNK)
- BlueStar® Top 10 US Listed Alternative Asset Managers Index (BUALT)
- BlueStar® Top 10 US Residential Real Estate Index (BURRT)
- BlueStar® Total Security Index (BTOT)
- BlueStar® Travel and Vacation Index (BTOUR)
- BlueStar® Wind Energy Industry Index (BWIND)
In addition, the following of these indexes will also change their rebalance date to the third Friday of the respective month:
- BlueStar® Agribusiness 50 Index (BMOO)
- BlueStar® Artificial Intelligence Index (BAI)
- BlueStar® Asia Technology Index (BSEAQ)
- BlueStar® Autonomous Driving Index (BAUT)
- BlueStar® Big Data & Analytics Index (BDATA)
- BlueStar® China Internet Software Index (BCHNQ)
- BlueStar® Data Center and Logistics Real Estate Index (BDLRT)
- BlueStar® E-Brokers and Digital Capital Markets Index (BEBKR)
- BlueStar® E-Commerce US Leaders Index (BECOM)
- BlueStar® E-Games Index (BEGAM)
- BlueStar® Electric Vehicle Industry Index (BEV)
- BlueStar® Europe Travel and Vacation Index (BETOR)
- BlueStar® Fintech Index (BFNQ)
- BlueStar® Genomic Health Care Index (BDNA)
- BlueStar® Global 5G Connectivity Index (BGFG)
- BlueStar® Israel Global Technology Index (BGTH)
- BlueStar® Israel Global Technology North America Index (BGTNA)
- BlueStar® Israel Infrastructure Index (BILIN)
- BlueStar® Robotics Index (BRBT)
- BlueStar® Solar Energy Industry Index (BSOLR)
- BlueStar® Top 10 US Residential Real Estate Index (BURRT)
- BlueStar® Wind Energy Industry Index (BWIND)
Share changes that result from M&As will impact all indexes that contain affected companies on the merger effective date with no WCF change; the 10% share change restriction is removed.
FIIs (Fundo de Investimento Imobiliário) in Brazil will become ineligible.
Liquidity overlay update: The nominal value used in the liquidity overlay may be adjusted downward to allow the aggregate weight of all index components to equal to 100% while satisfying all other capping scheme constraints.
For the BlueStar® Israel Global Technology Index (BGTH) and its subindex, BlueStar® Israel Global Technology North America Index (BGTNA), the special rebalance rule (rebalancing if the weight of a company reached 15%) will be removed.
Kind regards,
MarketVector Indexes GmbH