Index Details
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.
Methodology
- 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
click here.