US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

Index Rebalance professional with expertise in assessing the impact of Corporate Actions on major U.S., EU, and global indices. Specialized in forecasting index adjustments driven by Mergers & Acquisitions, Spin-offs, IPOs, and Equity Offerings, as well as analyzing shareholder structures and calculating free float. Assessed capital flows and capital invested in major equity indices. All forecasts and analyses are derived from publicly available, reliable sources, including exchange filings, regulatory disclosures, company announcements, and ETFs, without the use of index data. Producing forecasts for both scheduled and unscheduled index rebalances while providing insights into key aspects of Corporate Actions throughout their lifecycle.

US-EU Index & Corporate Actions Analyst

Rocket and Redfin Merger - US Index Implications

Amcor’s $8B+ Berry Pick: A Juicy Shake-Up for the US Index

Omnicom and IPG Merger of $25.6B Combined Revenue: Market Reaction and Major US Index Implications

S&P500 December 2024 Forecast (Final): Flipping the COIN

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/aviva-plc" target="_blank" data-smartkarma-citation="entities:21822:1" rel="noopener">Aviva's (AV/ LN)</a> £3.7B acquisition of <a href="https://www.smartkarma.com/entities/direct-line-insurance-group-pl" target="_blank" data-smartkarma-citation="entities:21902:1" rel="noopener">Direct Line Insurance Group Pl (DLG LN)</a> combines two major insurers, with £125M in expected annual synergies by year three.</li>
<li>
<a href="https://www.smartkarma.com/entities/direct-line-insurance-group-pl" target="_blank" data-smartkarma-citation="entities:21902:1" rel="noopener">Direct Line Insurance Group Pl (DLG LN)</a> shareholders to receive 0.2867 new <a href="https://www.smartkarma.com/entities/aviva-plc" target="_blank" data-smartkarma-citation="entities:21822:1" rel="noopener">Aviva (AV/ LN)</a> shares, 129.7p in cash, and up to 5p in pre-completion dividends per share held.</li>
<li>The acquisition is expected to impact major UK and European indices on an intra-quarter basis.</li>
</ul>



Aviva's (AV/ LN) £3.7B acquisition of Direct Line Insurance Group Pl (DLG LN) combines two major insurers, with £125M in expected annual synergies by year three.

Direct Line Insurance Group Pl (DLG LN) shareholders to receive 0.2867 new Aviva (AV/ LN) shares, 129.7p in cash, and up to 5p in pre-completion dividends per share held.
The acquisition is expected to impact major UK and European indices on an intra-quarter basis.


Aviva’s £3.7B Acquisition: Key Index Changes