Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.</li>
<li>With the base date on 31st August 2026, we expect six ADDs and six DELs. The rankings are tight and even small price swings could shake things up.</li>
<li>We can expect the results to be announced after market close on 1st September 2026. </li>
</ul>


The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.
With the base date on 31st August 2026, we expect six ADDs and six DELs. The rankings are tight and even small price swings could shake things up.
We can expect the results to be announced after market close on 1st September 2026. 


Quiddity Leaderboard SE600 Sep26: Six ADDs and Six DELs Expected; Borderline Names to Be Monitored

<ul>
<li>The SE600 index is one of the most widely followed benchmark indices in Europe. It also acts as a universe for some highly tracked indices.</li>
<li>In this insight, we consider potential index changes that could take place in the December 2026 rebal, along with a few M&amp;A deals that could have consequences for index changes.</li>
<li>We see around three intra-review index changes likely to take place on or before 4Q 2026 and four regular ADDs/DELs during the December 2026 rebal.</li>
</ul>


The SE600 index is one of the most widely followed benchmark indices in Europe. It also acts as a universe for some highly tracked indices.
In this insight, we consider potential index changes that could take place in the December 2026 rebal, along with a few M&amp;A deals that could have consequences for index changes.
We see around three intra-review index changes likely to take place on or before 4Q 2026 and four regular ADDs/DELs during the December 2026 rebal.


Quiddity Leaderboard SE600 Dec26: Four ADDs/DELs Likely; Three M&A Deals Coming Up

<ul>
<li>The SE600 index is one of the most widely followed benchmark indices in Europe. It also acts as a universe for some highly tracked indices.</li>
<li>In this insight, we consider potential index changes that could take place in the December 2026 rebal, along with many M&amp;A deals that could trigger intra-review changes.</li>
<li>We discuss around seven intra-review index changes likely to take place on or before 4Q 2026 and three regular changes during the December 2026 rebal.</li>
</ul>


The SE600 index is one of the most widely followed benchmark indices in Europe. It also acts as a universe for some highly tracked indices.
In this insight, we consider potential index changes that could take place in the December 2026 rebal, along with many M&amp;A deals that could trigger intra-review changes.
We discuss around seven intra-review index changes likely to take place on or before 4Q 2026 and three regular changes during the December 2026 rebal.


Quiddity Leaderboard SE600 Dec26: Multiple Intra-Review Changes Likely

<ul>
<li>The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.</li>
<li>The potential ADDs and DELs of SE600 September 2026 rebal are starting to take shape, with the ranking cutoff (31st August 2026 close) now about six weeks away.</li>
<li>We now expect three intra-review index changes before the regular rebal and seven regular changes during the September 2026 rebal.</li>
</ul>


The SE600 index is a widely followed benchmark index in Europe. This index is rebalanced on a quarterly basis.
The potential ADDs and DELs of SE600 September 2026 rebal are starting to take shape, with the ranking cutoff (31st August 2026 close) now about six weeks away.
We now expect three intra-review index changes before the regular rebal and seven regular changes during the September 2026 rebal.


Quiddity Leaderboard SE600 Sep26: Base Date Six Weeks Out; Seven ADDs and DELs Likely

Alpha-Centric ESG Research

Kyle Rudden

Two days ago the U.K. Financial Reporting Council announced 125 successful signatories (aka "not greenwashers") to the revised U.K. Stewardship Code. Signatories are integrating stewardship and ESG (Environmental, Social, Governance) factors into investment decisions, to high standards.Whilst this is ostensibly limited to U.K. pension assets, ramifications are more far-reaching than it might at first appear (one indication is the number of North American and Asia Pacific signatories, in addition to the expected European names). More specifically, the broad relevance is because it:<ul>
<li>Affects firms doing business with U.K. asset managers/owners not just the managers/owners.</li>
<li>Is a quasi-blueprint for similar anti-greenwashing initiatives taking root in the U.S. and Asia.</li>
<li>Greenwashing is having an increasing impact on stocks prices (e.g., DWS Group last month).</li>
</ul>This is one battle in an emerging global war on greenwashing. The U.S. SEC has its own agenda to fight greenwashing and Asia isn't far behind (e.g., regulators in Japan stepping up scrutiny). There is more to come, and a lot to learn from this including who is (and is not) on the signatory list.

Two days ago the U.K. Financial Reporting Council announced 125 successful signatories (aka "not greenwashers") to the revised U.K. Stewardship Code. Signatories are integrating stewardship and ESG (Environmental, Social, Governance) factors into investment decisions, to high standards.Whilst this is ostensibly limited to U.K. pension assets, ramifications are more far-reaching than it might at first appear (one indication is the number of North American and Asia Pacific signatories, in addition to the expected European names). More specifically, the broad relevance is because it:
Affects firms doing business with U.K. asset managers/owners not just the managers/owners.
Is a quasi-blueprint for similar anti-greenwashing initiatives taking root in the U.S. and Asia.
Greenwashing is having an increasing impact on stocks prices (e.g., DWS Group last month).
This is one battle in an emerging global war on greenwashing. The U.S. SEC has its own agenda to fight greenwashing and Asia isn't far behind (e.g., regulators in Japan stepping up scrutiny). There is more to come, and a lot to learn from this including who is (and is not) on the signatory list.

The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications

Switzerland

Vontobel Holding AG is a globally active wealth and asset manager. The Company's wealth management provides professional, forward-looking advice to private clients, while the asset management division actively manages assets for institutional clients and funds. Vontobel's financial products business delivers custom investment solutions to intermediaries and other clients.

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Vontobel Holding Ag (VONN SW)

Quiddity Leaderboard SE600 Sep26: Six ADDs and Six DELs Expected; Borderline Names to Be Monitored

Expected ADDs Alior Bank and Vontobel could see 3x ADV to buy. Expected DELs Wihlborgs Fastigheter, Kemira and Bucher could see more than 2x ADV to...

Afridi Reyal

Quiddity Leaderboard SE600 Dec26: Four ADDs/DELs Likely; Three M&A Deals Coming Up

We see Iveco, Recordati, and Zabka triggering intra-review DELs in the SE600 before the December 2026 rebal. Currently, we see Azelis, Asmodee, and...

Afridi Reyal

Quiddity Leaderboard SE600 Dec26: Multiple Intra-Review Changes Likely

SE600 members Beazley and Schroders will be deleted from the index after today's close. We expect Vontobel (VONN SW) and B&M European Value Retail...

Afridi Reyal

Quiddity Leaderboard SE600 Sep26: Base Date Six Weeks Out; Seven ADDs and DELs Likely

The SE600 Rankings are stabilizing with six weeks to go; banking-name ADDs Alior Bank, Van Lanschot Kempen, and Vontobel are expected to see...

Afridi Reyal

The War on Greenwashing: UK Stewardship Code "Successful Signatories" Has Broader Implications

Telegraph from European front in global war on greenwashing. U.K. names stewardship victors ("not greenwashers"). Many notable casualties. Anti...

Kyle Rudden

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