Index Education Report

The service is designed for listed company leadership teams — typically C-suite executives and Investor Relations professionals or Heads of Strategy— who want a deeper understanding of how index eligibility criteria apply to their specific business. It is particularly relevant for companies that are approaching reconstitution thresholds, have complex corporate structures, are considering significant corporate actions, or have questions about their current index profile.

No. FTSE Russell's index construction is entirely rules-based and objective. Eligibility and membership are determined solely by applying published ground rules to publicly available data. The Index Education Report is an educational offering — it helps your team understand those rules and how they relate to your company. 

The Index Education Team can provide educational context on how different types of corporate actions — such as mergers, acquisitions, secondary listings, or changes in ownership structure — are treated within FTSE Russell's index methodology. This is explained in terms of how such actions are generally reflected in eligibility assessments, based on published ground rules and publicly available information. It does not constitute a guarantee or prediction of any index outcome, and the service is not available during the period between the release of preliminary reconstitution membership files and the final reconstitution.

Yes. Understanding the specific factors that currently affect your eligibility — whether nationality assignment, market capitalisation, float, or disclosure gaps — is precisely what the Index Education Report is designed to clarify. For companies on a trajectory of growth, or considering corporate actions that may affect their profile, the educational context provided by the service can be valuable well ahead of any potential reconstitution.