The EQM Global Online Retail Growth Index seeks to track the combined performance of a basket of global stocks that derive significant revenue from online and virtual retail commerce including the online retail and online marketplace. The index is revenue-weighted with a maximum of 20% of exposure to Emerging Markets. ADR’s will be utilized for non-US holdings where available provided they meet liquidity requirements.
- Screening: Global companies with at least 60% of revenues from online retail or online marketplace commerce sales, screened for market cap and liquidity. Only ADR versions of emerging market companies eligible for inclusion up to a maximum weight of 20% in aggregate.
- ESG Screen: ESG screened for compliance with UN Global Compact principles plus any operational business involvement in the fields of fossil fuel, oil sands and/or controversial weapons.
- Weighting: Revenue weighted at time of rebalance with emerging market companies capped at 20% of total exposure.
- Calculation: Calculated every 15 seconds by Solactive AG. Rebalanced quarterly in May, August, November, and February.
For full details of the methodology, please consult the supplement.
To view the Methodology