FTB-C000155 / Financial concept

Index Review

An index review is a governed evaluation of constituents, data, factors, or methodology according to a declared schedule and process.

Also known asperiodic index reviewmethodology review cycle

Intermediate 14 linked topicsPublished

Definitions

In plain terms

A quarterly review may update free float, membership, shares, or buffers before changes become effective.

Technical

The review record needs reference and cutoff dates, data sources, methodology version, decisions, committee or automation roles, announcement and effective times, and exceptions.

Scope

A review does not guarantee a change and is not synonymous with rebalancing or reconstitution.

Examples

  • A governed index record identifies index review with its applicable methodology version, effective time, source, and units.

Common misconceptions

  • Index Review does not have one universal implementation without the named index methodology, data cutoff, and governance context.

Concept relationships

Related

Where this concept is used

Tutorials planned

These catalogued topics use this concept, but their complete build has not shipped yet.

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Evidence and governance

  1. FTSE Russell Index Policy and Methodology Library FTSE Russell, London Stock Exchange Group · first party methodology

    Supports: preferred label, short definition, technical definition

    Limits: The library links multiple documents with separate versions and applicability; the effective document must be identified.

  2. Fintech Builder Glossary Definition Contract The Fintech Builder · internal governed contract

    Supports: variant distinction

    Limits: Defines governed platform behavior rather than claiming these policies are universally prescribed by external McClellan methodology.

Reviewed by
Last reviewed
2026-07-27
Next review
2027-07-27
Record status
published
Written by

Fintech engineer building market-data and financial systems, and the author of every article, glossary record, and reference implementation on The Fintech Builder.