Custom Indexes

Dow Jones Indexes Custom Solutions allows investment professionals to take unique approaches to measuring markets.  With a comprehensive and powerful index infrastructure, Dow Jones Indexes can create virtually limitless index possibilities and precisely compute them in real time.

By choosing Dow Jones Indexes as your custom solutions partner, you gain access to our wealth of resources and capabilities:

  • State-of-the-art technology for index calculation and dissemination
  • An unparalleled database of more than 20,000 global equities
  • World-renowned expertise in index development
  • Unsurpassed flexibility to apply any number of screens, selection criteria, weighing schemes and maintenance approaches
  • Rigorous processes for ensuring data quality and reliability
  • Client focused staff of professionals trained specifically in index creation and calculation
  • Web and reporting support

All customer-specified indexes can be calculated and distributed on a real-time basis --  index examples are included below.

For more information please view our custom equity index criteria and also visit Dow Jones Custom Solutions


Citigroup® MLP Index
The Master Limited Partnership (MLP) asset class has witnessed extraordinary growth in recent years and as a result is attracting increased attention from investors. The Citigroup® MLP Index was created together with Citigroup Corporate and Investment Banking to provide investors with a benchmark for MLP performance. The index includes natural resource-related MLPs that meet minimum size thresholds based on market capitalization. Represented are companies whose primary business is the exploration, development, mining or production, processing, refining, transportation, or the marketing of minerals or natural resources. Only natural resource-related MLPs with a total market capitalization of at least $500 million are added as components during the quarterly index rebalancings. Once included in the index, MLPs are retained as components unless their total market capitalization drops below $300 million. For more information on the Citigroup® MLP Index, please visit the Citigroup website located at https://www.citigroupcib.com/data/mlpindex.htm or contact Citigroup at mlpindex@citigroup.com.


Goldman Sachs Taiwan Select Index (Ticker GSTW50)
The Goldman Sachs Taiwan Select Index (the "Index") is a composite price return index which reflects the U.S. dollar price changes of a weighted basket of 50 Taiwan stocks (the "Underlying Stocks"), which are denominated in Taiwan dollars. The Underlying Stocks are common stocks of companies that are listed on the Taiwan Stock Exchange. The Index has been created in consultation with Goldman Sachs Global Investment Research. The Index will be denominated in U.S. dollars, and, as such, will have exposure to fluctuations in the New Taiwan dollar / U.S. dollar foreign currency exchange rate. Dow Jones & Company, Inc. ("Dow Jones") will calculate the level of the Index based on the most recently reported prices of the Underlying Stocks (as reported by the primary exchange or trading system on which the Underlying Stocks are listed or traded) and the Taipei 11 a.m. spot TWD/USD foreign currency exchange rate specified on the Reuters TAIFX1 page on each Index Business Day by approximately 1 p.m., Eastern Standard Time. "Index Business Day" means any day on which Dow Jones is open for business, or determines and publishes the Index. The level of the Index will not include ordinary dividends paid on the Underlying Stocks. The initial level of the index on February 27, 2007 was set at 100, and the index level calculated pursuant to the index methodology (described here) has been published since February 27, 2007.



Jantzi Social Index
Jantzi Research Inc. is an independent investment research firm, founded in 1992 by Michael Jantzi, that evaluates and monitors the environment, social and governance performance of securities. In January 2000, Jantzi Research launched the Jantzi Social Index®, a market capitalization-weighted common stock index consisting of 60 Canadian companies that pass a set of broadly-based social and environmental screens. The Jantzi Social Index was created as a benchmark against which money managers and other investors can measure the performance of socially screened portfolios. For more information, visit jantzisocialindex.com/



NorthTrack Funds
The Dow Jones U.S. Financial 100 Index was created by North Track Funds out of a need for a more streamlined, evenly distributed benchmark for North Track's Dow Jones U.S. Financial 100 Plus Fund. Starting with Dow Jones' U.S. Financial Index, which is comprised of nearly 300 issues, the re-engineered 100 Index is created by ranking all the stocks in descending order by market capitalization. The top 80 stocks are automatically added as components, while those issues that rank higher than 120 are automatically excluded. The 100 Index is filled out using 20 stocks from the remaining companies that have market capitalizations between 80 and 120. This process is repeated annually. To add an additional element of sub-sector diversification, the index is rebalanced monthly, so that no individual issue accounts for more than 10% of the index's market capitalization. The rebalancing also ensures at least 60% of the index is invested in securities that account for 4% or less of the index. The Dow Jones U.S. Health Care 100 Index, created by North Track Funds to benchmark its Dow Jones U.S. Health Care 100 Plus Fund, is maintained based on a similar approach. For more information, visit www.northtrackfunds.com.



Palisades Global Water Index (Ticker PIIWI)
The Palisades Global Water Index (the “Index”) is the benchmark index of the global water industry. It is comprised of international water companies traded on stock exchanges worldwide that will benefit from the unprecedented increase in the economic value of water (underlying stocks) as the global population adjusts to the linkages between human health, economic development and resource sustainability. The companies in the Index are engaged in all aspects of the global water industry; drinking water, wastewater treatment, desalination, water infrastructure, water utilities, irrigation, resource management, etc.

The Palisades Global Water Index is a modified equal-dollar weighted index that is rebalanced and reconstituted on a quarterly basis. The Index divisor was initially calculated to yield a benchmark value of 1,000.00 at the close of trading December 31, 2003. Dow Jones & Company, Inc. ("Dow Jones") calculates the level of the Index based on the most recently reported prices of the underlying stocks (as reported by the primary exchange or trading system on which they are listed or traded).


The Index was created by Palisades Water Index Associates, LLC.  For more information please visit the Palisades website located at www.palisadesx.com or contact Steve Hoffmann at steve@PalisadesX.com.



RUXX Russian Industrial Leaders Index
Created for RIA Novosti and Press Release Group, the Russian Industrial Leaders Index (RUXX) is a composite index of Russian companies whose depositary receipts trade on global exchanges currently including the New York Stock Exchange, London Stock Exchange, Nasdaq and NYSE Alternext exchanges. RUXX is weighted by float-adjusted market capitalization, with a 20% cap on the weights of individual constituents. The index is reviewed quarterly. For more information please visit: www.prgroup.info



Société Générale
WAEXCW (World Alternative Energy IndexCW) is a global index created for Société Générale. The index is cap-weighted and includes 20 stocks active in the alternative energy area. No individual security can be weighted more than 10% within the index. WAEXCW is rebalanced every quarter and reviewed every six months.

WOWAXCW (World Water IndexCW) is a global index created for Société Générale. The index is cap-weighted and includes 20 stocks active in water (utilities, infrastructure, treatment). No individual security can be weighted more than 10% within the index. WOWAXCW is rebalanced every quarter and reviewed every six months.



WilderHill New Energy Global Innovation Index (NEX)
The WilderHill New Energy Global Innovation Index (the "Index") is composed of companies based around the world whose innovative technologies focus on generation and use of cleaner energy, conservation, efficiency, and the advancement of renewable energy in general. In the past decade, and especially since the Kyoto Protocol, clean energy has seen significant growth outside the United States, with considerable activity now occurring in Europe and the Asia-Pacific region, hence the majority of companies included in the Index are listed on exchanges outside of the U.S. Underlying stocks as components are limited to five percent (5%) of the index by weight at rebalancing. The Index is mainly composed of companies worldwide focused in wind, solar, biofuels, hydro, wave and tidal, geothermal and other relevant renewable energy businesses, as well as energy conversion, storage, conservation, efficiency, materials,pollution control, emerging hydrogen and fuel cells. The Index was the first to capture clean energy globally and was created by, and is a service mark of WilderHill New Energy Finance, LLC. For more information, visit http://www.nexindex.com

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