METHODOLOGY CHANGE | TREATMENT OF SIGNIFICANT IPOS IN SOLACTIVE CORE BENCHMARKS

June 1, 2026

Announcement

METHODOLOGY CHANGE | TREATMENT OF SIGNIFICANT IPOS IN SOLACTIVE CORE BENCHMARKS

On April 10th, 2026, Solactive AG launched a formal Market Consultation on the proposed treatment of significant Initial Public Offerings (IPOs) referred to as “Mega IPOs” across its benchmark index families.

Market Consultation

Having carefully considered all stakeholder feedback received during the consultation period, as well as the fundamental scope of our benchmark families, Solactive's conclusions are in the attached document.

The methodology amendments described in this document will be formalized in the updated Index Guideline and become effective by following schedule:

Phase one, effective date June 30th, 2026:

  • Solactive Global Benchmarks Series
  • Solactive United States Benchmark Series
  • Solactive US Benchmark Series

Phase two, effective date August 30th, 2026:

  • Solactive United Kingdom Benchmark Series
  • Solactive Canada Benchmark Series
  • Solactive Australia Benchmark Series
  • Solactive Italy Benchmark Series
  • Solactive Germany Series

Documents:

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