The Rebalix index series

Index guides

One guide per index: what it actually holds, who governs it, how to read its returns — built from the index provider’s official documents, not from summaries.

The series is a work in progress: one guide at a time.

  1. MSCI WorldMSCI World: what it is, how it works, what it includesWho gets in and at what weight, what it covers and what it leaves out: the guide to the developed-markets index. It opens the five-part “Inside the indexes” series.Read →
  2. MSCI ACWIMSCI ACWI: which of the world’s stocks get in, how much they weigh, and what stays outDeveloped and emerging markets in one index: how they combine, at what weights, and what still stays out of the “All Country”.Read →
  3. Nasdaq-100Nasdaq-100: how it works, who gets in and how the weights changeHow companies are selected, how weights are calculated and when the index changes. The Nasdaq-100 rules explained from the official methodologies, with examples and illustrations.Read →
  4. FTSE All-WorldFTSE All-World: how the global equity index worksWhich markets and companies get in, how each weight is built and when the composition changes: the FTSE Russell rules explained from the Ground Rules, with examples, illustrations and a comparison with MSCI.Coming soon
  5. More indexesComing soon

Every guide states its sources and the data snapshot date. ETF pages tracking these indexes link to the matching guide; the method is described in the methodology.