VettaFi Announces Alerian MLP Infrastructure Index (AMZI) Methodology Change and Special Treatment for March 2023 Rebalancing

NEW YORK--(BUSINESS WIRE)--VettaFi announced that the methodology guide for the Alerian MLP Infrastructure Index (AMZI) has been updated as a result of its recent consultation (Consultation), and the updated methodology is available on the AMZI Index Page. The individual constituent cap is being raised from 10% to 12% to better reflect the underlying market cap of constituents. The effective date of the methodology guide update is Wednesday, March 1, 2023, and it will be applied during the March 2023 quarterly rebalancing.

Additionally, to reduce turnover resulting from the raised cap, DCP Midstream LP (DCP), which is expected to be acquired in the second quarter of 2023, will be dropped from the AMZI Index during the March 2023 rebalancing (after market close on March 17, 2023). The removal of DCP Midstream LP at the March rebalancing is limited to the AMZI Index.

Consistent with industry practice, VettaFi will continue to periodically consult with stakeholders for feedback regarding its indexes. VettaFi makes no guarantees nor is under any obligation to comply with any of the responses from these consultations, which may result in no changes or outcome of any kind.

About VettaFi

VettaFi, a data, analytics, and thought leadership company, is transforming financial services from an industry to a community—one relationship at a time. In addition to providing interactive online tools and research, VettaFi offers asset managers an array of indexing and digital distribution solutions to innovate and scale their businesses. With $14 billion in assets benchmarked to its indexes – and more than 200 customers globally – asset managers look to VettaFi for benchmarks and best-in-class index solutions at competitive prices. For more information, visit www.VettaFi.com.

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