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What makes an index an index? We will discuss the following, among other things during this webinar:

  • Rule-based indices, 
  • The various definitions of indices, 
  • Index governance and index rules, 
  • Removing stocks from an index,
  • Discretion, the Advisers Act, and tax considerations, 
  • Index descriptions and rulebooks, 
  • Conflicts of interest and the IOSCO and ESMA guidance, and 
  • European benchmark regulation. 

CLE is not available when viewing a recording of this program. In order to receive credit you must have attended the live webinar program.

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