We’ve updated our methodology to exclude Passive Foreign Investment Companies (PFICs) from our CRSP Market Indexes — helping mitigate tax implications and improve investor outcomes.
In a new video, Alex Poukchanski, Director of Index Analytics, explains how CRSP’s methodology approach minimizes turnover, reduces investor costs, and more accurately represents the investable U.S. equity market.
He also highlights how CRSP’s transitional reconstitution and banding/packeting approaches help deliver more stable, cost-efficient exposures compared with traditional index construction practices.