MarketVector Indexes Announces Rule Changes for Equity Indices Effective with the Q2 2022 Review

Frankfurt (6 May 2022) - MarketVector Indexes GmbH announces the following rule changes, effective after close on 17 June 2022:

• The BlueStar® E-Commerce, Payments, and Logistics Index (BECLG) will switch from review schedule 1 to review schedule 2 (chapter 3.4 of the Index Guide).
• The BlueStar® Global GreenTech Index (BGTQNTR) will not consider FactSet RBICS anymore, but exclusively MarketVector Indexes research.
• Change to individual indices regarding the inclusion of IPOs/SPACs and Spin-Offs:  
  • The BlueStar® Global E-Brokers and Digital Capital Markets Index (BBIDS) and the BlueStar US Listed E-Brokers and Digital Capital Markets Index (BUBID) will not have a modified rule anymore. Monthly and weekly additions are removed from the rules. Only the fast-track review additions apply.
  • For the MVIS® Global Digital Assets Equity Index (MVDAPP) and the MVIS® Global Digital Assets Mining Index (MVDAM), monthly and weekly additions only apply to IPOs and spin-offs, but not SPACs anymore. For clarification, additions must fulfil the size rule for an addition at review dates (be in the top 85% percentile of the eligible universe).
• As the BlueStar® Israel Infrastructure Index (BILIN) is a subset of the BlueStar Israel Global Total Investable Market Index (BITM), the universe definition regarding investment fund will be removed.
• The MVIS® Global Bionic Healthcare ESG Index (MVBION), the MVIS® Global Circular Economy ESG Index (MVCIRC), and the MVIS® Global Future Healthcare ESG Index (MVFHC) will only have ‘very severe’ controversy filters in chapter 4 of the Index Guide. 
• For the MVIS® Global Future of Food ESG Index (MVFOF) and the MVIS® Global Space Industry ESG Index (MVSPC), chapter 7 of the Index Guide will reflect the exclusion of severe norm violations described in chapter 4. 
• MarketVector Indexes states ESG objectives for the following two indices:
  • The MVIS® Global Bionic Healthcare ESG Index (MVBION) supports sustainability in augmenting the capabilities of the human body and mind, meeting the UN’s Sustainable Development Goals on Good Health and Well-Being.
  • The MVIS® Global Circular Economy ESG Index (MVCIRC) supports sustainability in production of goods, recycling of goods and materials, and water purification and treatment, meeting the UN’s Sustainable Development Goals on Responsible Consumption and Production, and Clean Water and Sanitation. 
• And changes language for the 2 following objectives:
  • The MVIS® Global Future of Food ESG Index (MVFOF) index supports sustainable food production and development, meeting the UN’s Sustainable Development Goals on Good Health and Well-Being, Responsible Consumption and Production, and Sustainable Cities and Commodities.
  • The MVIS® Global Hydrogen Economy ESG Index (MVHTWO) supports sustainable forms of energy generation to reduce carbon emissions and ultimately contribute to the mitigation of climate change, meeting the UN’s Sustainable Development Goals on Affordable and Clean Energy.
• For the following indices:
  • BlueStar® Agribusiness 50 Index (BMOO)
  • BlueStar® Artificial Intelligence Index (BAINTR)
  • BlueStar® Autonomous Driving Index (BAUTNTR)
  • BlueStar® Asia Technology Index (BSEAQNTR)
  • BlueStar® Big Data & Analytics Index (BDATA)
  • BlueStar® China Internet Software Index (BCHNQNTR)
  • BlueStar® E-Games Index (BEGAMNTR)
  • BlueStar® E-Healthcare  Index (BEHC)
  • BlueStar® Electric Vehicle Industry  Index (BEV)
  • BlueStar® Fintech Index (BFNQNTR)
  • BlueStar® Genomic Health Care  Index (BDNANTR)
  • BlueStar® Global 5G Connectivity Index (BGFGNTR)
  • BlueStar® Israel Global Technology Index (BGTH)
  • BlueStar® Robotics Index (BRBTNTR)
  • BlueStar® Solar Energy Industry Index (BSOLRNTR)
  • BlueStar® Data Center and Logistics Real Estate Index (BDLRTNTR)
  • BlueStar® E-Brokers and Digital Capital Markets Index (BEBKR)
  • BlueStar® 3D Printing Index (B3DP)
  • BlueStar® Europe Travel and Vacation Index (BETOR)
• The following exchanges and segments segment will be ineligible:
  • Paris: Auction
  • Hamburger Börse
  • Börse Berlin
  • Oslo: Growth
  • London Stock Exchange: AIM, AIMI, ASQ1, ASQ2, ASX1, ASXN, SFM2, SMF3, SSQ3, SSX3, SSX4, EQS.
• The 5%-50% rule (section 3.2.18 in the Index Guide) will contain an iterative process until the rule is fulfilled: “…4.5% on a pro-rata basis, and this process is repeated until this requirement is fulfilled.”
• The minimum component count at reviews for the BlueStar® Robotics Index (BRBTNTR) will be decreased to 15 for tier 2. 
• Clarification: 
  • Indices with stricter size/liquidity criteria than in the IPO/spinoff/SPAC rule will take these into account, and not the ones in chapter 5.2. 
  • The BlueStar® Asia Technology Index (BSEAQNTR) may contain Indian (domiciled, headquartered, or incorporated) companies.

The amended Index Guide will be available for download at www.mvis-indices.com.

Kind Regards,

MarketVector Indexes