beS&P^®

Customers may have input into discrete aspects of the index methodology at the inception of the index and on an ongoing basis. Examples of these aspects can include defined screens, thresholds of exclusion and exclusion lists. Aspects under the customer’s control will be rules based and fully disclosed in the beS&P index methodology, including the name of the customer. Customers will need appropriate mechanisms in place to ensure the ongoing integrity of the index aspects under its control.

Due to the bespoke nature of beS&P indices, there is no “one size fits all” approach to developing these indices. As such, the S&P DJI R&D Services and S&P DJI Index Governance teams are involved in designing all new beS&P indices to ensure they are robust and fit to meet the index objectives.

beS&P indices carry S&P DJI trademarks. Branding is differentiated from traditional S&P DJI indices through the use of the beS&P brand in the index name. Any customer discretion and/or determination of the index will be fully disclosed in the index methodology. The customer's name will be included in the index methodology in addition to a description of the customer’s role in providing input into the index construction and/or maintenance. If applicable, there may also be a link in the index methodology to a customer-owned website where the customer details the aspect of its methodology under its control, such as a securities exclusion list.