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Latest updates from Index Services at Northern Trust

6/21/2018

The following indices will be undergoing a methodology change with an effective date of 8/31/2018. The new rule being added to each index's methodology limits a constituent's maximum weight in the index to its weight in the parent index (or eligible universe), when the constituent's liquidity score is in the bottom decile of the parent index (or eligible universe).

Indices Adopting New Rule

Northern Trust Quality Dividend Index [PDF]
Northern Trust Quality Dividend Dynamic Index [PDF]
Northern Trust Quality Dividend Defensive Index [PDF]
Northern Trust International Quality Dividend Index [PDF]
Northern Trust International Quality Dividend Dynamic Index [PDF]
Northern Trust International Quality Dividend Defensive Index [PDF]
Northern Trust Global Quality Real Estate Index [PDF]
Northern Trust Quality Large Cap Index [PDF]

Please feel free to contact us at NT_Index_Services@ntrs.com should you have any questions about these updates.

Mike Deverall

Mike Deverall

Manager, Index Services
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Mike Deverall

Mike Deverall

Manager, Index Services
 
Mike Deverall is Vice President and Manager of the Index Services Group, which creates, manages, and licenses indices under the Northern Trust brand. Prior to founding the Index Services team in 2012, Mike held several roles within the Global Equity Group, with his responsibilities spanning portfolio management, investment research and portfolio operations.

He earned an M.B.A., with distinction, from DePaul University's Kellstadt Graduate School of Business, and a B.S. from Miami University.

Featured Indexes

As of 14-AUG-18
Index1 Month %1 Month Annualized %3 Month %3 Month Annualized %6 Month %6 Month Annualized %YTD %YTD Annualized %Since Inception %Since Inception Annualized %Inception Date
NTUQDTR0.9010.753.3914.155.4311.264.847.97124.1315.1930-NOV-12
NTIQDNTR-1.44-15.27-7.45-26.45-7.58-14.70-7.81-12.3629.654.6530-NOV-12
NTGQRENTR-1.67-17.43-0.68-2.685.5311.46-0.79-1.2839.927.2015-OCT-13
NTASETTR-0.50-5.57-0.24-0.942.695.49-1.36-2.1918.906.4030-OCT-15
NTUCCBTR0.404.701.295.240.951.92-1.16-1.849.892.4630-SEP-14
NTUCLCBTR-0.29-3.241.214.89-0.06-0.13-5.71-8.9913.524.0229-MAY-15