Scientific Beta

Scientific Beta strives to provide institutional investors with indices that combine efficient exposure to equity risk factors with high investability. Scientific Beta periodically reviews its indices to question their continued relevance and quality in changing market conditions and may update index definitions and methodologies if required to achieve these goals. However, there may be circumstances, such as changes to the underlying interest or market infrastructure, where an index methodology cannot be reasonably adapted and termination may be warranted. Other conditions, including index offering strategy, may also prompt Scientific Beta to terminate, or put forward a proposal to terminate, an index.

Scientific Beta strives to provide institutional investors with indices that combine efficient exposure to equity risk factors with high investability. Scientific Beta periodically reviews its indices to question their continued relevance and quality in changing market conditions and may update index definitions and methodologies if required to achieve these goals. However, there may be circumstances, such as changes to the underlying interest or market infrastructure, where an index methodology cannot be reasonably adapted and termination may be warranted. Other conditions, including index offering strategy, may also prompt Scientific Beta to terminate, or put forward a proposal to terminate, an index.

Against this backdrop, index subscribers and other stakeholders who have contracts or financial instruments that reference an index or investment funds that use an index to measure their performance, are advised to have robust processes in place, including fall-back provisions, to address the possibility of material changes to the methodology of this index as well as the possibility of an outright cessation of this index.