This page provides links to documents supporting the index governance process and procedures. These documents should be read in conjunction with FTSE Russell’s index methodology documents.
Organisational Policies
- Appeals Against Decisions
- Benchmark Administration Governance and Conflicts of Interest Management
- Benchmark Determination Complaints-Handling Policy
- Exercise of Expert Judgement in FTSE Russell Indices
- Exercise of Expert Judgement in FTSE Fixed Income Indices
- Index Decommissioning Statement
- Policy for Benchmark Methodology Changes
Equity Index Policy Documents and Guides
Index Policy Documents
Index Methodology Guides
Index Support Documents
FTSE and Russell Indices
- Closing Prices used for Index Calculation
- Foreign Ownership Restrictions and Minimum Headroom
- Free Float Restrictions
- Glossary of Terms used in FTSE Russell Ground Rules
- Glossary of Terms - Fixed Income
- Glossary of Terms - Digital Assets
- Glossary of Terms - ESG
- Guide to Chinese Share Classes
- Index Constituents Deleted for Failing Specific Eligibility Screens
- Real Time Status Definitions
FTSE Indices
Fixed Income Policy Documents and Guides
Index Policy Documents
Multi-Asset Policy Documents and Guides
Index Policy Documents
Tax Rates
Production Schedules
Vendors
Governance
FAQ links
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US SEC Holding Foreign Companies Accountable Act (HFCAA) - Update
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US SEC Holding Foreign Companies Accountable Act (HFCAA)
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FTSE Russell Treatment of Russia in FTSE Russell Indices
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FTSE Russell Treatment of Sanctioned Index Constituents for Equity Indices
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Controversies and human rights in FTSE Russell indices - FAQ
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UK Listing Regime and FTSE UK Index Series FAQ
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FTSE UK Index Series Replacement Company FAQ
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Minimum Voting Rights Hurdle FAQ
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Shares and Free Float Maintenance FAQ
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GEIS Guide to Median Liquidity
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GEIS Review FAQ - 2024
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UK Guide to Median Liquidity
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UK Review FAQ - 2024
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Historic FAQ
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Reclassification of China A Shares FAQ