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Nov 19, 2019

How IROs understand ETF rebalancing

In this new regular feature, IR Magazine asks three contributors to discuss how they respond when an ETF rebalances and it affects their index inclusion or – ultimately – their share price
Chip Newcom, director of investor relations at Equinix At Equinix, three of our top five shareholders are passive index managers representing more than 20 percent of our registry. During the first half of 2018, Vanguard, our largest shareholder and also the largest passive investor in the real estate sector, rebalanced its real estate investment trust (Reit) funds from tracking the MSCI US REIT Index to the broader MSCI US IMI Real Estate 25/50 Index. The change added tower Reits [vehicles

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