How often will the Credit Suisse/Tremont Sector Invest Indices be reselected?
The Sector Invest Indices are rebalanced annually, with a semi-annual “Partial Rebalancing” occurring between each rebalancing. Rebalancings take effect each April 1 (each a Rebalancing Effective Date), based upon selections and weights that are determined on or about the previous December 15 (each a Rebalancing Selection Date), using the latest data available to the Calculation Agent. Partial Rebalancings take effect each October 1 (each a Rebalancing Effective Date), based upon selections and weights that are determined on or about the previous June 15 (each a Rebalancing Selection Date), using the latest data available to the Calculation Agent. Please see the Methodology section of this website or the Credit Suisse/Tremont Sector Invest Indices Rules document for additional information.
