Self-Regulatory Organizations; International Securities Exchange, LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule Change as Modified by Amendment No. 1 Thereto To Allow the Exchange To List Up to Seven Expiration Months for Broad-Based Security Index Options Upon Which an Exchange Calculates a Constant Three-Month Volatility Index, 2070-2072 [E8-303]
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2070
Federal Register / Vol. 73, No. 8 / Friday, January 11, 2008 / Notices
U.S.C. 552b(c)(3), (4), (5), (7), (9)(B), and
(10) and 17 CFR 200.402(a)(3), (4), (5),
(7), 9(ii) and (10), permit consideration
of the scheduled matters at the Closed
Meeting.
Commissioner Nazareth, as duty
officer, voted to consider the items
listed for the closed meeting in closed
session.
The subject matter of the Closed
Meeting scheduled for Tuesday, January
15, 2008 will be:
Formal orders of investigations;
Institution and settlement of
injunctive actions;
Institution and settlement of
administrative proceedings of an
enforcement nature;
Regulatory matters regarding financial
institutions;
An opinion;
Resolution of a litigation claim;
Other matters related to enforcement
proceedings.
At times, changes in Commission
priorities require alterations in the
scheduling of meeting items.
For further information and to
ascertain what, if any, matters have been
added, deleted or postponed, please
contact:
The Office of the Secretary at (202)
551–5400.
Dated: January 8, 2008.
Nancy M. Morris,
Secretary.
[FR Doc. E8–405 Filed 1–10–08; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–57104; File No. SR–ISE–
2007–113]
Self-Regulatory Organizations;
International Securities Exchange,
LLC; Notice of Filing and Immediate
Effectiveness of a Proposed Rule
Change as Modified by Amendment
No. 1 Thereto To Allow the Exchange
To List Up to Seven Expiration Months
for Broad-Based Security Index
Options Upon Which an Exchange
Calculates a Constant Three-Month
Volatility Index
ebenthall on PRODPC61 with NOTICES
January 4, 2008.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1 and Rule 19b–4 thereunder,2
notice is hereby given that on November
30, 2007, the International Securities
Exchange, LLC (the ‘‘Exchange’’ or the
‘‘ISE’’) filed with the Securities and
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
VerDate Aug<31>2005
14:33 Jan 10, 2008
Exchange Commission (‘‘Commission’’)
the proposed rule change as described
in Items I and II below, which Items
have been substantially prepared by ISE.
On January 4, 2008, the Exchange filed
Amendment No. 1 to the proposed rule
change. The Exchange has filed the
proposal pursuant to Section 19(b)(3)(A)
of the Act 3 and Rule 19b–4(f)(6)
thereunder,4 which renders the proposal
effective upon filing with the
Commission. The Commission is
publishing this notice to solicit
comments on the proposed rule change
from interested persons.
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The ISE proposes to amend its Rule
2009(a)(3) (Terms of Index Option
Contracts) to allow the Exchange to list
up to seven expiration months for
broad-based security index options
upon which an exchange calculates a
constant three-month volatility index.
The text of the proposed rule change is
available on the Exchange’s Web site
https://www.ise.com, at the principal
office of the Exchange, and at the
Commission’s Public Reference Room.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, ISE
included statements concerning the
purpose of and basis for the proposed
rule change and discussed any
comments it received on the proposed
rule change. The text of these statements
may be examined at the places specified
in Item IV below. ISE has prepared
summaries, set forth in Sections A, B,
and C below, of the most significant
aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
1. Purpose
The purpose of this rule filing is to
amend Rule 2009(a)(3) (Terms of Index
Options Contracts) to allow the
Exchange to list up to seven expiration
months for broad-based security index
options upon which a constant threemonth volatility index is calculated.
Currently, Rule 2009(a)(3) permits the
Exchange to list only six expiration
months in any index options at any one
time.
Volatility products offer investors a
unique set of tools for speculating and
3 15
4 17
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U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6).
Frm 00071
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Sfmt 4703
hedging. For example, the Chicago
Board Options Exchange (‘‘CBOE’’)
Volatility Index (‘‘VIX’’) options, first
introduced in February 2006, have
proven to be one of CBOE’s most
successful new products ever listed,
currently averaging over 90,000
contracts traded per day. CBOE has
stated that it plans to introduce new
volatility products and new volatility
indexes in the near future. One such
index is the CBOE S&P 500 ThreeMonth Volatility Index (‘‘VXV’’).5
Similar to the VIX, the VXV is a
measure of S&P 500 implied volatility—
the volatility implied by S&P option
prices—but instead of reflecting a
constant 1-month implied volatility
period, VXV is designed to reflect the
implied volatility of an option with a
constant 3 months to expiration. Since
there is only one day on which an
option has exactly 3 months to
expiration, VXV is calculated as a
weighted average of options expiring
immediately before and immediately
after the three-month standard.
Accordingly, an index calculator
would need to use four consecutive
expiration months in order to calculate
a constant three-month volatility index.
Under the current application of ISE
Rule 2009(a)(3), the Exchange generally
lists three consecutive near term months
and three months on a quarterly
expiration cycle. One of the three
consecutive near term months is always
a quarterly month; however, that near
term contract month (which is also a
quarterly month) is not included as part
of the three months listed on a quarterly
expiration cycle. Therefore, in order to
permit the addition of four consecutive
near term months under current Rule
2009(a)(3), the Exchange would only be
able to list two months on a quarterly
expiration cycle. Because of customer
demand and other investment strategy
reasons for having three months on a
quarterly expiration cycle, the Exchange
is seeking to increase, from six to seven,
the number of expiration months for
broad-based security index options
upon which a constant three-month
volatility index is calculated.
Without this proposed rule change, if
a three-month volatility index is
calculated using only three consecutive
near term months, this would result in
the VXV being calculated with options
5 CBOE calculates volatility indexes on other
broad-based security indexes, such as the Dow
Jones Industrial Average index (‘‘DJX’’), the Nasdaq100 index (‘‘NDX’’), and the Russell 2000 index
(‘‘RUT’’). CBOE may calculate a constant threemonth volatility index on DJX, NDX, or RUT in the
future. See Securities Exchange Act Release No.
56821 (November 20, 2007), 72 FR 66210
(November 27, 2007).
E:\FR\FM\11JAN1.SGM
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Federal Register / Vol. 73, No. 8 / Friday, January 11, 2008 / Notices
expiring three months apart about onethird of the time. Another one-third of
the time, VXV would be calculated with
options expiring two months apart. And
the final one-third of the time, VXV
would be calculated with options
expiring one month apart. As a result,
the calculation of the three-month VXV
under the current rules would render
the VXV subject to inconsistencies that
may make the index unattractive as an
underlying for volatility products. The
proposed rule change will permit the
Exchange, eight times a year, to add an
additional seventh month in order to
maintain four consecutive near term
contract months.6
Therefore, the Exchange believes that
the addition of a fourth consecutive
near-term month for broad-based
security index options upon which a
constant three-month volatility index is
calculated will result in a consistent
calculation in which the option series
that bracket three months to expiration
will always expire one month apart. In
order to accommodate the listing of a
fourth consecutive near term month and
to maintain the listing of three months
on a quarterly expiration cycle, the
Exchange proposes the increase, from
six to seven, the number of expiration
months for broad-based security indexes
on which a constant three-month
volatility index is calculated.
Capacity
ISE has analyzed its capacity and
represents that it believes the Exchange
and the Options Price Reporting
Authority have the necessary systems
capacity to handle the additional traffic
associated with the additional listing of
a seventh contract month in order to
maintain four consecutive near term
contract months for those broad-based
security index options upon which a
constant three-month volatility index is
calculated.
ebenthall on PRODPC61 with NOTICES
2. Statutory Basis
Because the increase in the number of
expiration months is limited to broadbased security indexes upon which a
constant three-month volatility index is
calculated and because the series could
be added without presenting capacity
problems, the Exchange believes the
rule proposal is consistent with the Act
and the rules and regulations under the
Act applicable to a national securities
exchange and, in particular, the
requirements of Section 6(b) of the Act.7
6 Examples illustrating the need for a seventh
month in order to maintain four consecutive near
term contract months can be found in Securities
Exchange Act Release No. 56821 (SR–CBOE–2007–
82), supra note 5.
7 15 U.S.C. 78f(b).
VerDate Aug<31>2005
14:33 Jan 10, 2008
Jkt 214001
Specifically, the Exchange believes that
the proposed rule change is consistent
with the Section 6(b)(5) of the Act 8
requirements that the rules of an
exchange be designed to promote just
and equitable principles of trade, to
prevent fraudulent and manipulative
acts and, in general, to protect investors
and the public interest.
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The proposed rule change does not
impose any burden on competition that
is not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has not solicited, and
does not intend to solicit, comments on
this proposed rule change. The
Exchange has not received any
unsolicited written comments from
members or other interested parties.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule change
does not: (1) Significantly affect the
protection of investors or the public
interest; (2) impose any significant
burden on competition; and (3) become
operative for 30 days after the date of
this filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 9 and Rule 19b–
4(f)(6) thereunder.10
A proposed rule change filed under
19b–4(f)(6) normally may not become
operative prior to 30 days after the date
of filing.11 However, Rule 19b–
4(f)(6)(iii) 12 permits the Commission to
designate a shorter time if such action
is consistent with the protection of
investors and the public interest. The
Exchange has requested that the
Commission waive the 30-day operative
delay, to permit the Exchange to list
options on the Fund immediately. The
Commission believes that waiving the
30-day operative delay is consistent
8 15
U.S.C. 78f(b)(5).
9 15 U.S.C. 78s(b)(3)(A).
10 17 CFR 240.19b–4(f)(6).
11 17 CFR 240.19b–4(f)(6)(iii). In addition, Rule
19b–4(f)(6)(iii) requires that a self-regulatory
organization submit to the Commission written
notice of its intent to file the proposed rule change,
along with a brief description and text of the
proposed rule change, at least five business days
prior to the date of filing of the proposed rule
change, or such shorter time as designated by the
Commission. The Commission has determined to
waive this five-day pre-filing notice requirement.
12 Id.
PO 00000
Frm 00072
Fmt 4703
Sfmt 4703
2071
with the protection of investors and the
public interest. The proposal is
substantially similar to a proposal
recently submitted by CBOE and
approved by the Commission,13 and it
raises no new regulatory issues.
The Commission believes that
increasing, from six to seven, the
number of expiration months for broadbased security indexes on which an
Exchange calculates a constant threemonth volatility index (to accomodate a
fourth consecutive near-term month
while maintaining the listing of three
months on a quarterly expiration cycle)
will result in a more consistent and
predictable calculation in which the
option series that bracket three months
to expiration will always expire one
month apart, thereby promoting just and
equitable principles of trade while
protecting investors and the public
interest.
The Commission also notes ISE’s
representations that it possesses the
necessary systems capacity to handle
the additional traffic associated with the
additional listing of a seventh contract
month in order to maintain four
consecutive near term contract months
for those broad-based security index
options upon which the Exchange
calculates a constant three-month
volatility index.
For these reasons, the Commission
designates the proposed rule change to
be operative upon filing with the
Commission.14
At any time within 60 days of the
filing of such proposed rule change the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors
or otherwise in furtherance of the
purposes of the Act.15
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
13 See
supra note 5.
the purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
15 For purposes of calculating the 60-day
abrogation period, the Commission considers the
proposed rule change to have been filed on January
4, 2008, the date ISE filed Amendment No. 1.
14 For
E:\FR\FM\11JAN1.SGM
11JAN1
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Federal Register / Vol. 73, No. 8 / Friday, January 11, 2008 / Notices
• Send an e-mail to rulecomments@sec.gov. Please include File
Number SR–ISE–2007–113 on the
subject line.
Paper Comments
• Send paper comments in triplicate
to Nancy M. Morris, Secretary,
Securities and Exchange Commission,
100 F Street, NE., Washington, DC
20549–1090.
All submissions should refer to File
Number SR–ISE–2007–113. This file
number should be included on the
subject line if e-mail is used. To help the
Commission process and review your
comments more efficiently, please use
only one method. The Commission will
post all comments on the Commission’s
Internet Web site (https://www.sec.gov/
rules/sro.shtml). Copies of the
submission, all subsequent
amendments, all written statements
with respect to the proposed rule
change that are filed with the
Commission, and all written
communications relating to the
proposed rule change between the
Commission and any person, other than
those that may be withheld from the
public in accordance with the
provisions of 5 U.S.C. 552, will be
available for inspection and copying in
the Commission’s Public Reference
Room, 100 F Street, NE., Washington,
DC 20549, on official business days
between the hours of 10 a.m. and 3 p.m.
Copies of the filing also will be available
for inspection and copying at the
principal office of ISE. All comments
received will be posted without change;
the Commission does not edit personal
identifying information from
submissions. You should submit only
information that you wish to make
available publicly.
All submissions should refer to File
Number SR–ISE 2007–113 and should
be submitted on or before February 1,
2008.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.16
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–303 Filed 1–10–08; 8:45 am]
ebenthall on PRODPC61 with NOTICES
CFR 200.30–3(a)(12).
VerDate Aug<31>2005
14:33 Jan 10, 2008
[Release No. 34–57100; File No. SR–NYSE–
2007–87]
Self-Regulatory Organizations; New
York Stock Exchange LLC; Order
Approving Proposed Rule Change, as
Modified by Amendment No. 1 Thereto,
To Incorporate Certain Definitions of
Exchange Act Rules 13d–1 and 13d–3
Into NYSE Rule 460
January 4, 2008.
On September 28, 2007, the New York
Stock Exchange LLC (‘‘NYSE’’ or
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’), pursuant to Section
19(b)(1) of the Securities Exchange Act
of 1934 (‘‘Act’’) 1 and Rule 19b–4
thereunder,2 a proposed rule change to
amend NYSE Rule 460 to incorporate
definitions from Rules 13d–1(i) and (j)
and 13d–3 under the Act 3 for the
purpose of determining whether a
specialist is a beneficial owner of an
equity security in which the specialist is
registered and to make non-substantive,
clarifying amendments to the rule. On
October 29, 2007, the Exchange filed
Amendment No. 1 to the proposed rule
change. The proposed rule change, as
amended, was published for comment
in the Federal Register on November 19,
2007.4 The Commission received no
comments on the proposal. This order
approves the proposed rule change, as
amended.
The Commission finds that the
proposed rule change is consistent with
the requirements of the Act and the
rules and regulations thereunder
applicable to a national securities
exchange,5 and, in particular, the
requirement of Section 6(b)(5) of the
Act,6 that the rules of an exchange are
designed to, among other things,
prevent fraudulent and manipulative
acts and practices, promote just and
equitable principles of trade, remove
impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, protect investors and the public
interest. The Commission notes that
NYSE Rule 460 does not currently
provide definitions for the terms ‘‘equity
1 15
U.S.C. 78s(b)(1).
CFR 240.19b–4.
3 17 CFR 240.13d–1(i); 17 CFR 240.13d–1(j); and
17 CFR 240.13d–3.
4 See Securities Exchange Act Release No. 56777
(November 9, 2007), 72 FR 65117.
5 In approving this proposed rule change, the
Commission notes that it has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. 15 U.S.C. 78c(f).
6 15 U.S.C. 78f(b)(5).
2 17
BILLING CODE 8011–01–P
16 17
SECURITIES AND EXCHANGE
COMMISSION
Jkt 214001
PO 00000
Frm 00073
Fmt 4703
Sfmt 4703
security,’’ ‘‘outstanding shares,’’ and
‘‘beneficial owner.’’ As amended, NYSE
Rule 460 would apply to these terms the
meanings set forth, respectively, in
Rules 13d–1(i), 13d–1(j), and 13d–3,
under the Act,7 thereby conforming the
usage of these terms in NYSE Rule 460
to their usage in specified Commission
rules. The proposed rule change also
makes clarifying, non-substantive
changes. The Commission finds that the
proposed rule change is consistent with
the Act.
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,8 that the
proposed rule change (File No. SR–
NYSE–2007–87), as modified by
Amendment No. 1 thereto, be, and
hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.9
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8–304 Filed 1–10–08; 8:45 am]
BILLING CODE 8011–01–P
SMALL BUSINESS ADMINISTRATION
[Disaster Declaration #11079 and #11080]
California Disaster Number CA–00074
U.S. Small Business
Administration.
ACTION: Amendment 2.
AGENCY:
SUMMARY: This is an amendment of the
Presidential declaration of a major
disaster for the State of California
(FEMA–1731–DR), dated 10/24/2007.
Incident: Wildfires; Flooding, Mud
Flows, and Debris Flows directly related
to the Wildfires.
Incident Period: 10/21/2007 and
continuing.
EFFECTIVE DATE: 01/04/2008.
Physical Loan Application Deadline
Date: 01/09/2008.
EIDL Loan Application Deadline Date:
07/24/2008.
ADDRESSES: Submit completed loan
applications to: U.S. Small Business
Administration, Processing and
Disbursement Center, 14925 Kingsport
Road, Fort Worth, TX 76155.
FOR FURTHER INFORMATION CONTACT: A.
Escobar, Office of Disaster Assistance,
U.S. Small Business Administration,
409 3rd Street, SW., Suite 6050,
Washington, DC 20416.
SUPPLEMENTARY INFORMATION: The notice
of the President’s major disaster
7 17 CFR 240.13d–1(i); 17 CFR 240.13d–1(j); and
17 CFR 240.13d–3.
8 15 U.S.C. 78s(b)(2).
9 17 CFR 200.30–3(a)(12).
E:\FR\FM\11JAN1.SGM
11JAN1
Agencies
[Federal Register Volume 73, Number 8 (Friday, January 11, 2008)]
[Notices]
[Pages 2070-2072]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E8-303]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-57104; File No. SR-ISE-2007-113]
Self-Regulatory Organizations; International Securities Exchange,
LLC; Notice of Filing and Immediate Effectiveness of a Proposed Rule
Change as Modified by Amendment No. 1 Thereto To Allow the Exchange To
List Up to Seven Expiration Months for Broad-Based Security Index
Options Upon Which an Exchange Calculates a Constant Three-Month
Volatility Index
January 4, 2008.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act'') \1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on November 30, 2007, the International Securities Exchange, LLC (the
``Exchange'' or the ``ISE'') filed with the Securities and Exchange
Commission (``Commission'') the proposed rule change as described in
Items I and II below, which Items have been substantially prepared by
ISE. On January 4, 2008, the Exchange filed Amendment No. 1 to the
proposed rule change. The Exchange has filed the proposal pursuant to
Section 19(b)(3)(A) of the Act \3\ and Rule 19b-4(f)(6) thereunder,\4\
which renders the proposal effective upon filing with the Commission.
The Commission is publishing this notice to solicit comments on the
proposed rule change from interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ 15 U.S.C. 78s(b)(3)(A).
\4\ 17 CFR 240.19b-4(f)(6).
---------------------------------------------------------------------------
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The ISE proposes to amend its Rule 2009(a)(3) (Terms of Index
Option Contracts) to allow the Exchange to list up to seven expiration
months for broad-based security index options upon which an exchange
calculates a constant three-month volatility index. The text of the
proposed rule change is available on the Exchange's Web site https://
www.ise.com, at the principal office of the Exchange, and at the
Commission's Public Reference Room.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, ISE included statements
concerning the purpose of and basis for the proposed rule change and
discussed any comments it received on the proposed rule change. The
text of these statements may be examined at the places specified in
Item IV below. ISE has prepared summaries, set forth in Sections A, B,
and C below, of the most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of this rule filing is to amend Rule 2009(a)(3) (Terms
of Index Options Contracts) to allow the Exchange to list up to seven
expiration months for broad-based security index options upon which a
constant three-month volatility index is calculated. Currently, Rule
2009(a)(3) permits the Exchange to list only six expiration months in
any index options at any one time.
Volatility products offer investors a unique set of tools for
speculating and hedging. For example, the Chicago Board Options
Exchange (``CBOE'') Volatility Index (``VIX'') options, first
introduced in February 2006, have proven to be one of CBOE's most
successful new products ever listed, currently averaging over 90,000
contracts traded per day. CBOE has stated that it plans to introduce
new volatility products and new volatility indexes in the near future.
One such index is the CBOE S&P 500 Three-Month Volatility Index
(``VXV'').\5\ Similar to the VIX, the VXV is a measure of S&P 500
implied volatility--the volatility implied by S&P option prices--but
instead of reflecting a constant 1-month implied volatility period, VXV
is designed to reflect the implied volatility of an option with a
constant 3 months to expiration. Since there is only one day on which
an option has exactly 3 months to expiration, VXV is calculated as a
weighted average of options expiring immediately before and immediately
after the three-month standard.
---------------------------------------------------------------------------
\5\ CBOE calculates volatility indexes on other broad-based
security indexes, such as the Dow Jones Industrial Average index
(``DJX''), the Nasdaq-100 index (``NDX''), and the Russell 2000
index (``RUT''). CBOE may calculate a constant three-month
volatility index on DJX, NDX, or RUT in the future. See Securities
Exchange Act Release No. 56821 (November 20, 2007), 72 FR 66210
(November 27, 2007).
---------------------------------------------------------------------------
Accordingly, an index calculator would need to use four consecutive
expiration months in order to calculate a constant three-month
volatility index. Under the current application of ISE Rule 2009(a)(3),
the Exchange generally lists three consecutive near term months and
three months on a quarterly expiration cycle. One of the three
consecutive near term months is always a quarterly month; however, that
near term contract month (which is also a quarterly month) is not
included as part of the three months listed on a quarterly expiration
cycle. Therefore, in order to permit the addition of four consecutive
near term months under current Rule 2009(a)(3), the Exchange would only
be able to list two months on a quarterly expiration cycle. Because of
customer demand and other investment strategy reasons for having three
months on a quarterly expiration cycle, the Exchange is seeking to
increase, from six to seven, the number of expiration months for broad-
based security index options upon which a constant three-month
volatility index is calculated.
Without this proposed rule change, if a three-month volatility
index is calculated using only three consecutive near term months, this
would result in the VXV being calculated with options
[[Page 2071]]
expiring three months apart about one-third of the time. Another one-
third of the time, VXV would be calculated with options expiring two
months apart. And the final one-third of the time, VXV would be
calculated with options expiring one month apart. As a result, the
calculation of the three-month VXV under the current rules would render
the VXV subject to inconsistencies that may make the index unattractive
as an underlying for volatility products. The proposed rule change will
permit the Exchange, eight times a year, to add an additional seventh
month in order to maintain four consecutive near term contract
months.\6\
---------------------------------------------------------------------------
\6\ Examples illustrating the need for a seventh month in order
to maintain four consecutive near term contract months can be found
in Securities Exchange Act Release No. 56821 (SR-CBOE-2007-82),
supra note 5.
---------------------------------------------------------------------------
Therefore, the Exchange believes that the addition of a fourth
consecutive near-term month for broad-based security index options upon
which a constant three-month volatility index is calculated will result
in a consistent calculation in which the option series that bracket
three months to expiration will always expire one month apart. In order
to accommodate the listing of a fourth consecutive near term month and
to maintain the listing of three months on a quarterly expiration
cycle, the Exchange proposes the increase, from six to seven, the
number of expiration months for broad-based security indexes on which a
constant three-month volatility index is calculated.
Capacity
ISE has analyzed its capacity and represents that it believes the
Exchange and the Options Price Reporting Authority have the necessary
systems capacity to handle the additional traffic associated with the
additional listing of a seventh contract month in order to maintain
four consecutive near term contract months for those broad-based
security index options upon which a constant three-month volatility
index is calculated.
2. Statutory Basis
Because the increase in the number of expiration months is limited
to broad-based security indexes upon which a constant three-month
volatility index is calculated and because the series could be added
without presenting capacity problems, the Exchange believes the rule
proposal is consistent with the Act and the rules and regulations under
the Act applicable to a national securities exchange and, in
particular, the requirements of Section 6(b) of the Act.\7\
Specifically, the Exchange believes that the proposed rule change is
consistent with the Section 6(b)(5) of the Act \8\ requirements that
the rules of an exchange be designed to promote just and equitable
principles of trade, to prevent fraudulent and manipulative acts and,
in general, to protect investors and the public interest.
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\7\ 15 U.S.C. 78f(b).
\8\ 15 U.S.C. 78f(b)(5).
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B. Self-Regulatory Organization's Statement on Burden on Competition
The proposed rule change does not impose any burden on competition
that is not necessary or appropriate in furtherance of the purposes of
the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has not solicited, and does not intend to solicit,
comments on this proposed rule change. The Exchange has not received
any unsolicited written comments from members or other interested
parties.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing rule change does not: (1) Significantly
affect the protection of investors or the public interest; (2) impose
any significant burden on competition; and (3) become operative for 30
days after the date of this filing, or such shorter time as the
Commission may designate, it has become effective pursuant to Section
19(b)(3)(A) of the Act \9\ and Rule 19b-4(f)(6) thereunder.\10\
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\9\ 15 U.S.C. 78s(b)(3)(A).
\10\ 17 CFR 240.19b-4(f)(6).
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A proposed rule change filed under 19b-4(f)(6) normally may not
become operative prior to 30 days after the date of filing.\11\
However, Rule 19b-4(f)(6)(iii) \12\ permits the Commission to designate
a shorter time if such action is consistent with the protection of
investors and the public interest. The Exchange has requested that the
Commission waive the 30-day operative delay, to permit the Exchange to
list options on the Fund immediately. The Commission believes that
waiving the 30-day operative delay is consistent with the protection of
investors and the public interest. The proposal is substantially
similar to a proposal recently submitted by CBOE and approved by the
Commission,\13\ and it raises no new regulatory issues.
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\11\ 17 CFR 240.19b-4(f)(6)(iii). In addition, Rule 19b-
4(f)(6)(iii) requires that a self-regulatory organization submit to
the Commission written notice of its intent to file the proposed
rule change, along with a brief description and text of the proposed
rule change, at least five business days prior to the date of filing
of the proposed rule change, or such shorter time as designated by
the Commission. The Commission has determined to waive this five-day
pre-filing notice requirement.
\12\ Id.
\13\ See supra note 5.
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The Commission believes that increasing, from six to seven, the
number of expiration months for broad-based security indexes on which
an Exchange calculates a constant three-month volatility index (to
accomodate a fourth consecutive near-term month while maintaining the
listing of three months on a quarterly expiration cycle) will result in
a more consistent and predictable calculation in which the option
series that bracket three months to expiration will always expire one
month apart, thereby promoting just and equitable principles of trade
while protecting investors and the public interest.
The Commission also notes ISE's representations that it possesses
the necessary systems capacity to handle the additional traffic
associated with the additional listing of a seventh contract month in
order to maintain four consecutive near term contract months for those
broad-based security index options upon which the Exchange calculates a
constant three-month volatility index.
For these reasons, the Commission designates the proposed rule
change to be operative upon filing with the Commission.\14\
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\14\ For the purposes only of waiving the 30-day operative
delay, the Commission has considered the proposed rule's impact on
efficiency, competition, and capital formation. See 15 U.S.C.
78c(f).
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At any time within 60 days of the filing of such proposed rule
change the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors or otherwise in
furtherance of the purposes of the Act.\15\
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\15\ For purposes of calculating the 60-day abrogation period,
the Commission considers the proposed rule change to have been filed
on January 4, 2008, the date ISE filed Amendment No. 1.
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IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://
www.sec.gov/rules/sro.shtml); or
[[Page 2072]]
Send an e-mail to rule-comments@sec.gov. Please include
File Number SR-ISE-2007-113 on the subject line.
Paper Comments
Send paper comments in triplicate to Nancy M. Morris,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-ISE-2007-113. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/
sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of the filing also will be available for
inspection and copying at the principal office of ISE. All comments
received will be posted without change; the Commission does not edit
personal identifying information from submissions. You should submit
only information that you wish to make available publicly.
All submissions should refer to File Number SR-ISE 2007-113 and
should be submitted on or before February 1, 2008.
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\16\
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\16\ 17 CFR 200.30-3(a)(12).
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Florence E. Harmon,
Deputy Secretary.
[FR Doc. E8-303 Filed 1-10-08; 8:45 am]
BILLING CODE 8011-01-P