FTSE RAFI Index Series – Ground Rule Update
24 March 2017
The FTSE Russell Governance Board has approved Ground Rule updates for the FTSE RAFI Index Series.
This update is effective immediately.
3.1.9
FTSE RAFI Emerging Index
The FTSE RAFI Emerging Index will consist of the 350 companies with the largest RAFI
fundamental values, selected from the constituents of the FTSE Emerging All Cap Index subject
to the following country eligibility rule (Rule 3.1.9a).
A.
FTSE RAFI Emerging Index - Country Eligibility Rule
A country classified by FTSE as Emerging is eligible for inclusion in the FTSE RAFI
Emerging Index if the fundamental country weight in the FTSE Emerging All Cap
exceeds 1.5%. Countries that are existing members of the FTSE RAFI Emerging Index
will remain eligible if the country weight exceeds 0.55%. A country will not be eligible
if it fails these criteria.
Countries that are newly classified as Emerging are announced by FTSE Russell in
September of each year. Newly classified Emerging countries will be evaluated against
the above criteria after the country classification announcement in September. The
results of this evaluation will be announced in advance of the March annual index
review.
An updated copy of the FTSE RAFI Index Series Ground Rules (Version 3.6) is now available on the FTSE
Russell website : www.ftserussell.com
For further information please contact FTSE Russell Client Services at [email protected] or call:
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Alternatively please visit our website at www.ftserussell.com
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