HFR Indices FAQ - How often are funds added to or removed from the indices?
How often are funds added to or removed from the indices?
HFRI Indices: The HFRI Indices are rebalanced on a annual basis with funds added or removed within that time only under the limited conditions described in the index methodology.
HFRX Indices: Funds may be added/removed from the HFRX Indices on a quarterly basis according to index methodology. Additional changes to the pool of funds may be taken as allowed by index methodology.
HFRU Indices: Funds may be added/removed from the HFRU Indices on a quarterly basis according to index methodology.
HFR Risk Parity Indices: Funds may be added/removed from the HFR Risk Parity Indices on at the first of the year according to index methodology. Review index methodology for details on possible intra-year constitiuent replacement exceptions.