Index changes can move markets. In 2026 the Russell U.S. Index family will, for the first time in its 40-year history, re-balance twice in the same year (June then December). In All Things Technical, Stephens expert @Melissa Roberts helps companies understand the opportunities, risks, and trading impact around index additions, deletions, and migrations, and why preparation matters.
Full Video Transcript
I have over 20 years of index research experience, and I also have experience co-managing an index business. I really understand all the different facets of index inclusion from different perspectives, from both the market participants who are actually trading the index events from ETF providers, as well as understanding methodology from an index provider perspective.
And I think I bring that unique perspective to companies when they're trying to better understand index events. When a company is added, dropped or migrated from an index, there are certain price and volume impacts that they need to be aware of. And there's also some opportunities and risks that come with these index changes.
And lastly, even if you're being included in an index, there's some important unintended consequences that come with index inclusion that companies need to be aware of. If you're interested in learning more about my coverage and research, please reach out to a Stephens representative.
About the Expert
