Custom Index Service Features

• Starting broad market equity index base of 10,000 stocks across 51 countries
• Over 70,000 equities across 130 countries tagged to Thomson Reuters Business Classification (TRBC) available for index creation
• Proprietary Fixed Income, Commodity, Economic Data and Currency pricing available in-house
• Index Solutions offer access to unique Thomson Reuters proprietary content sets such as I/B/E/S estimates and ASSET4 ESG data
• In-house research and product development teams work with clients to validate proposed methodologies
• 24 hour support from dedicated index development and operations located in India and the USA
• Distribution via industry standard Real Time streaming feeds, desktop networks, FTP and API included in service
• Global sales and marketing located in all regions and markets to reach investment communities

Custom Index Service Benefits

• Highly experienced and robust index operations, currently calculate indices linked to over $200Bn in Exchange Traded Fund AUM
  
• All sourcing, calculation and distribution done in-house by one provider, lowering costs and complexity for clients
  
• Highly regarded global brand, known for integrity and freedom from bias. Voted 30th top global brand by Interbrand, 2010.
• Global distribution reach, with over 600,000 desktop users alone
• Round-the-clock index operations and customer support allows for quick index adjustments and changes

Thomson Reuters Custom Indices can be made from a huge array of datasets.
Options include (but not limited to):

• Asset Class (Equity, Fixed Income*, Commodities, Currencies)
• Sectors (any four levels or thematic combinations of TRBC sector schema,)
• Region (combining countries of choice)
• Size (Large, Mid, Small, Micro Cap)
• Rebalance Frequency
• Update Frequency (EOD, Real Time)
• Weighting (Market Capitalization, Equal Weighted, Fundamental)
• Capping (Constituent, Sector, Regional)
• Currency adjustments
• Return adjustments (Gross, Net, Purified Dividends)
• Islamic Filter (powered by IdealRatings)
• Responsible Investment Filters (ASSET4)
• Private Equity and private companies
• Estimate Based (I/B/E/S and Starmine estimates)
• Economic Indicator based
• Reuters News Sentiment* Based
• Realized Volatility variants

The below diagram is an example of how Thomson Reuters Indices will generally work with a client to make a co-branded custom index project succeed:

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