Summary
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.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
North America
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Index Rebalance
Work Experience:
- ORTEX
- Intropic