Alerian Announces Methodology Guide Changes

DALLAS, Sept. 28, 2017 /PRNewswire/ -- Alerian generally does not comment on market rumors or speculation. However, due to an unprecedented spike in the number of questions from stakeholders, Alerian announced that C corporations remain ineligible for the Alerian MLP Index (AMZ), Alerian MLP Infrastructure Index (AMZI), Alerian Natural Gas MLP Index (ANGI), Alerian MLP Equal Weight Index (AMZE), Alerian Large Cap MLP Index (AMLI), Alerian Mid Cap MLP Index (AMMI), and Alerian Small Cap MLP Index (AMSI).

Alerian also announced that it will update its index methodologies after market close on Friday, September 29, 2017, as part of its continual review process. The updated methodologies will be effective at the time of posting and available at alerian.com/indices. These changes are meant to, among other things, better capture the investable universe, reflect established guidelines for diversified portfolios, mirror industry trends, and minimize future index turnover. Notably, individual AMZ constituents will be capped at a 10% weight. A number of clarifications have also been made in response to stakeholder questions and comments since the last methodology update.

Consistent with industry practice, Alerian will continue to periodically consult with stakeholders for feedback regarding its indices. Alerian 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. If Alerian decides to change its index methodology, an announcement will be posted on the alerian.com website.

About Alerian

Alerian equips investors to make informed decisions about Master Limited Partnerships (MLPs) and energy infrastructure. Its benchmarks, including the flagship Alerian MLP Index (AMZ), are widely used by industry executives, investment professionals, research analysts, and national media to analyze relative performance. As of August 31, 2017, over $16 billion is directly tied to the Alerian Index Series through exchange-traded funds and notes, separately managed accounts, and structured products. For more information, including index values and constituents, research content, and announcements regarding rebalancings, please visit alerian.com.

SOURCE Alerian

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