Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting Approval of a Proposed Rule Change To Reflect a Change to the Benchmark Index Applicable to the Russell Equity ETF, 60957-60958 [2011-25194]
Download as PDF
Federal Register / Vol. 76, No. 190 / Friday, September 30, 2011 / Notices
The Exchange has proposed four
ongoing conditions applicable to NOS’s
routing activities, which are enumerated
above. The Commission believes that
these conditions mitigate its concerns
about potential conflicts of interest and
unfair competitive advantage. In
particular, the Commission believes that
FINRA’s oversight of NOS,26 combined
with FINRA’s monitoring of NOS’s
compliance with the Exchange’s rules
and quarterly reporting to Phlx’s CRO,
will help to protect the independence of
the Exchange’s regulatory
responsibilities with respect to NOS.
V. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,27 that the
proposed rule change (SR–Phlx–2011–
111) be, and hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.28
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–25193 Filed 9–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65400; File No. SR–
NYSEArca–2011–53]
Self-Regulatory Organizations; NYSE
Arca, Inc.; Order Granting Approval of
a Proposed Rule Change To Reflect a
Change to the Benchmark Index
Applicable to the Russell Equity ETF
September 26, 2011.
mstockstill on DSK4VPTVN1PROD with NOTICES
I. Introduction
On August 3, 2011, NYSE Arca, Inc.
(‘‘NYSE Arca’’ 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 reflect a change to the
benchmark index applicable to the
Russell Equity ETF (‘‘Fund,’’ formerly
OMX BX, Inc.’s pilot program permitting Boston
Options Exchange to accept inbound routes by NOS
of (1) NOM Exchange Direct Orders without
checking the NOM book prior to routing, and (2)
NOM non-system securities orders, including
Exchange Direct Orders that NOS routes from NOM.
See Securities Exchange Act Release No. 65199
(August 25, 2011), 76 FR 54277 (August 31, 2011)
(SR–BX–2011–045).
26 This oversight will be accomplished through
the Regulatory Contract between the Exchange and
FINRA, and, as applicable, a 17d–2 Agreement.
27 15 U.S.C. 78s(b)(2).
28 17 CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
VerDate Mar<15>2010
17:19 Sep 29, 2011
Jkt 223001
known as the ‘‘One Fund’’). The
proposed rule change was published for
comment in the Federal Register on
August 24, 2011.3 The Commission
received no comments on the proposal.
This order grants approval of the
proposed rule change.
II. Description of the Proposed Rule
Change
The Commission previously approved
the listing and trading on the Exchange
of shares (‘‘Shares’’) of ‘‘One Fund,’’ a
series of U.S. One Trust, under NYSE
Arca Equities Rule 8.600, which governs
the listing and trading of Managed Fund
Shares.4 On February 23, 2011, Frank
Russell Company (‘‘Russell’’) acquired
U.S. One, Inc., the previous investment
adviser for the Fund, and the Fund’s
investment adviser became Russell
Investment Management Company
(‘‘Adviser’’).5 In addition, as of April 15,
2011, the name of ‘‘One Fund’’ was
changed to Russell Equity ETF, and the
name of U.S. One Trust was changed to
Russell Exchange Traded Funds Trust
(‘‘Trust’’). Further, on or about May 2,
2011, the custodian, transfer agent, and
administrator for the Fund changed
from The Bank of New York to State
Street Bank and Trust Company. These
administrative changes were
implemented as a result of the
acquisition by Russell of U.S. One, Inc.
The Exchange states that the
shareholders of the Fund were notified
of the changes to the Fund’s name, the
Trust’s name, the Fund’s investment
adviser, and the custodian, transfer
agent, and administrator in the updated
Fund prospectus, dated April 29, 2011,
included in the Fund’s annual
prospectus mailing to shareholders.6 In
3 See Securities Exchange Act Release No. 65161
(August 18, 2011), 76 FR 53004 (‘‘Notice’’).
4 See Securities Exchange Act Release No. 61843
(April 5, 2010), 75 FR 18558 (April 12, 2010) (SR–
NYSEArca–2010–12) (‘‘One Fund Order’’). See also
Securities Exchange Act Release No. 61689 (March
11, 2010), 75 FR 13181 (March 18, 2010) (SR–
NYSEArca–2010–12) (‘‘One Fund Notice,’’ and
together with the One Fund Order, collectively, the
‘‘One Fund Release’’).
5 The Exchange represents that the Adviser is
affiliated with multiple broker-dealers and has
implemented a ‘‘fire wall’’ with respect to such
broker-dealers regarding access to information
concerning the composition and/or changes to the
Fund’s portfolio, and will continue to be in
compliance with Commentary .06 to NYSE Arca
Equities Rule 8.600. In the event (a) the Adviser or
any sub-adviser becomes newly affiliated with a
broker-dealer, or (b) any new adviser or sub-adviser
becomes affiliated with a broker-dealer, it will
implement a fire wall with respect to such brokerdealer regarding access to information concerning
the composition and/or changes to the portfolio,
and will be subject to procedures designed to
prevent the use and dissemination of material nonpublic information regarding such portfolio.
6 See Post-Effective Amendment No. 5 to Form N–
1A for the Trust, dated April 29, 2011 (File Nos.
PO 00000
Frm 00159
Fmt 4703
Sfmt 4703
60957
this proposed rule change, the Exchange
proposes to reflect a change to the
benchmark index applicable to the
Fund.7
As a result of the acquisition of U.S.
One, Inc. by Russell, the Fund seeks to
change its underlying benchmark to the
Russell Developed Large Cap Index
(‘‘Index’’) from the Fund’s current
benchmark, the S&P 500 Index.8 The
Index offers investors access to the
large-cap segment of the developed
equity universe representing
approximately 75.4% of the global
equity market. The Index includes the
largest securities in the Russell
Developed Index. As of May 31, 2010,
the Index included 2,372 securities in
25 developed countries, with a market
capitalization ranging from $238 billion
to $1.3 billion; the weighted average
market capitalization of Index
components was $54.7 billion; and the
largest three Index securities and
associated Index weights were Exxon
Mobil (1.58%); Apple Inc. (1.17%); and
Chevron Corp. (0.79%). The current
benchmark, the S&P 500 Index, includes
500 leading companies in leading
industries of the U.S. economy,
capturing 75% coverage of U.S. equities.
It focuses on large capitalization
securities and represents approximately
75% of the U.S. market capitalization. A
committee determines the securities
included based on a set of published
guidelines. The Index includes the
Russell 1000®, which represents 90% of
U.S. market capitalization. It also
includes an additional 1,372 securities
which, as of May 31, 2010, were listed
in other developed countries. The
Adviser represents that the investment
objective of the Fund has not changed,
the Index more accurately represents the
investment strategy of the Fund, and the
change to the Fund’s benchmark will
not impact the investment objective or
333–160877; 811–22320) (‘‘Registration
Statement’’). In addition, the Commission has
issued an order granting certain exemptive relief to
the Trust under the Investment Company Act of
1940 (‘‘1940 Act’’). See Investment Company Act
Release No. 29164 (March 1, 2010) (File No. 812–
13815 and 812–13658–01) (‘‘Exemptive Order’’).
7 The Adviser represents that, for one year
following implementation of the change to the
benchmark index, materials issued by the Fund
relating to Fund performance, including materials
posted on the Fund’s Web site (https://www.
russelletfs.com), will reference both the current
benchmark and the new benchmark index, in
accordance with Item 27(b)(7) of Form N–1A under
the 1940 Act. The Adviser represents that the
benchmark index change will be referenced on
Russell’s Web site, and that the quarterly fact sheet
for the Fund, available on the Fund’s Web site, will
reference the current benchmark and the new
benchmark index for one year.
8 The change to the Fund’s benchmark Index will
be effective upon filing with the Commission of an
amendment to the Trust’s Registration Statement.
E:\FR\FM\30SEN1.SGM
30SEN1
60958
Federal Register / Vol. 76, No. 190 / Friday, September 30, 2011 / Notices
the principal investment strategies for
the Fund.
The Adviser has represented that it
believes the Index is an appropriate
broad-based benchmark index for the
Fund and the Fund’s investment
objective. As represented in the One
Fund Release, the Fund’s investment
objective is to seek long-term capital
appreciation by investing at least 80%
of its total assets in exchange-traded
funds (‘‘Underlying ETFs’’) that track
various securities indices comprised of
large, mid, and small capitalization
companies in the United States, Europe,
and Asia, as well as other developed
and emerging markets. As stated in the
One Fund Release, the Adviser intends
to hold Underlying ETFs that hold
equity securities of large, mid, and small
capitalization companies in the United
States, as well as other developed
countries and developing countries, and
that give the Fund exposure to most
major developed and developing
markets around the world.9 Thus,
whereas the S&P 500 Index mostly
reflects U.S.-based companies, the Index
includes a broader range of issuers from
both the domestic and international
markets, and such range is consistent
with, and should better reflect, the
Fund’s investment objective. The
Exchange further states that, except for
the changes noted above, all other
representations made in the One Fund
Release remain unchanged.
mstockstill on DSK4VPTVN1PROD with NOTICES
9 The
Adviser employs an asset allocation strategy
focused on increasing shareholder return and
reducing risk through exposure to a variety of
domestic and foreign market segments. The
Adviser’s asset allocation strategy pre-determines a
target mix of investment types for the Fund to
achieve its investment objective and then
implements the strategy by selecting securities that
best represent each of the desired investment types.
The strategy also calls for periodic review of the
Fund’s holdings as markets rise and fall to ensure
that the portfolio adheres to the target mix and
indicates purchases and sales necessary to return to
the target mix. The Adviser selects Underlying ETFs
based on their ability to accurately represent the
underlying stock market to which the Adviser seeks
exposure for the Fund, and seeks to construct a
portfolio that will outperform its benchmark.
Additionally, the Adviser seeks to maintain a low
after-tax cost structure for the Fund and, therefore,
also evaluates ETFs based on their underlying costs.
The Adviser employs a buy and hold strategy,
meaning that it buys and holds securities for a long
period of time, with minimal portfolio turnover.
The Fund, using a buy and hold strategy, seeks to
achieve its investment objective through investment
in Underlying ETFs that track certain securities
indices. While the Fund intends to primarily invest
in Underlying ETFs that hold equity securities, the
Adviser may also invest in Underlying ETFs that
may hold U.S. and foreign government debt and
investment grade corporate bonds. According to the
Registration Statement, the Fund does not invest in
derivatives. See One Fund Release, supra note 4.
VerDate Mar<15>2010
17:19 Sep 29, 2011
Jkt 223001
III. Discussion and Commission’s
Findings
The Commission has carefully
reviewed the proposed rule change and
finds that it is consistent with the
requirements of Section 6 of the Act and
the rules and regulations thereunder
applicable to a national securities
exchange.10 In particular, the
Commission finds that the proposal is
consistent with Section 6(b)(5) of the
Act,11 which requires, among other
things, that the Exchange’s rules be
designed to prevent fraudulent and
manipulative acts and practices, to
promote just and equitable principles of
trade, to foster cooperation and
coordination with persons engaged in
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism of a free and open market
and a national market system, and, in
general, to protect investors and the
public interest.
The Commission notes that the
Fund’s benchmark Index will continue
to be a broad-based index of large
capitalization companies. The Index
represents approximately 75.4% of the
global equity market and includes the
largest securities in the Russell
Developed Large Cap Index. The Fund’s
investment objective continues to seek
long-term capital appreciation by
investing at least 80% of its total assets
in Underlying ETFs that are listed and
traded on a national securities exchange
and that track various securities indices
comprised of large, mid, and small
capitalization companies in the United
States, Europe, and Asia, as well as
other developed and emerging markets.
The Index includes a broad range of
issuers from both the domestic and
international markets, and the
Commission believes that such range is
consistent with the Fund’s existing
investment objective. In addition, the
Adviser represents that the investment
objective of the Fund has not changed,
and the change to the Fund’s benchmark
will not impact the investment objective
or the principal investment strategies for
the Fund. Further, the Adviser has
represented that the change to the
Fund’s benchmark will not impact
shareholders of the Fund. Importantly,
the Exchange states that, except for the
changes noted above, all other
representations made in the One Fund
Release remain unchanged and that the
Fund will continue to comply with all
initial and continued listing
10 In approving this proposed rule change the
Commission has considered the proposed rule’s
impact on efficiency, competition, and capital
formation. See 15 U.S.C. 78c(f).
11 17 U.S.C. 78f(b)(5).
PO 00000
Frm 00160
Fmt 4703
Sfmt 4703
requirements under NYSE Arca Equities
Rule 8.600. The Commission notes that
the value of the new benchmark Index
will continue to be calculated and
disseminated in a manner consistent
with the representations in the One
Fund Release relating to the previous
benchmark index.
IV. Conclusion
It is therefore ordered, pursuant to
Section 19(b)(2) of the Act,12 that the
proposed rule change (SR–NYSEArca–
2010–53) be, and it hereby is, approved.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.13
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011–25194 Filed 9–29–11; 8:45 am]
BILLING CODE 8011–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–65398; File No. SR–MSRB–
2011–15]
Self-Regulatory Organizations;
Municipal Securities Rulemaking
Board; Notice of Withdrawal of
Proposed Interpretive Notice
Concerning the Application of Rule G–
17 to Municipal Advisors
September 26, 2011.
On August 24, 2011, the Municipal
Securities Rulemaking Board (the
‘‘MSRB’’) filed with the Securities and
Exchange Commission (the
‘‘Commission’’) a proposed rule change
pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934 1 and
Rule 19b–4 thereunder,2 consisting of a
proposed interpretive notice concerning
the application of MSRB Rule G–17 to
municipal advisors. Notice of the
proposed rule change was published in
the Federal Register on September 14,
2011.3 The Commission received no
comments on the proposed rule change.
On September 9, 2011, the MSRB
withdrew the proposed rule change
(SR–MSRB–2011–15).4
12 15
U.S.C. 78s(b)(2).
CFR 200.30–3(a)(12).
1 15 U.S.C. 78s(b)(1).
2 17 CFR 240.19b–4.
3 See Securities Exchange Act Release No. 65292
(September 8, 2011), 76 FR 56826.
4 See MSRB Notice 2011–51 (September 12,
2011).
13 17
E:\FR\FM\30SEN1.SGM
30SEN1
Agencies
[Federal Register Volume 76, Number 190 (Friday, September 30, 2011)]
[Notices]
[Pages 60957-60958]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-25194]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-65400; File No. SR-NYSEArca-2011-53]
Self-Regulatory Organizations; NYSE Arca, Inc.; Order Granting
Approval of a Proposed Rule Change To Reflect a Change to the Benchmark
Index Applicable to the Russell Equity ETF
September 26, 2011.
I. Introduction
On August 3, 2011, NYSE Arca, Inc. (``NYSE Arca'' 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
reflect a change to the benchmark index applicable to the Russell
Equity ETF (``Fund,'' formerly known as the ``One Fund''). The proposed
rule change was published for comment in the Federal Register on August
24, 2011.\3\ The Commission received no comments on the proposal. This
order grants approval of the proposed rule change.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
\3\ See Securities Exchange Act Release No. 65161 (August 18,
2011), 76 FR 53004 (``Notice'').
---------------------------------------------------------------------------
II. Description of the Proposed Rule Change
The Commission previously approved the listing and trading on the
Exchange of shares (``Shares'') of ``One Fund,'' a series of U.S. One
Trust, under NYSE Arca Equities Rule 8.600, which governs the listing
and trading of Managed Fund Shares.\4\ On February 23, 2011, Frank
Russell Company (``Russell'') acquired U.S. One, Inc., the previous
investment adviser for the Fund, and the Fund's investment adviser
became Russell Investment Management Company (``Adviser'').\5\ In
addition, as of April 15, 2011, the name of ``One Fund'' was changed to
Russell Equity ETF, and the name of U.S. One Trust was changed to
Russell Exchange Traded Funds Trust (``Trust''). Further, on or about
May 2, 2011, the custodian, transfer agent, and administrator for the
Fund changed from The Bank of New York to State Street Bank and Trust
Company. These administrative changes were implemented as a result of
the acquisition by Russell of U.S. One, Inc. The Exchange states that
the shareholders of the Fund were notified of the changes to the Fund's
name, the Trust's name, the Fund's investment adviser, and the
custodian, transfer agent, and administrator in the updated Fund
prospectus, dated April 29, 2011, included in the Fund's annual
prospectus mailing to shareholders.\6\ In this proposed rule change,
the Exchange proposes to reflect a change to the benchmark index
applicable to the Fund.\7\
---------------------------------------------------------------------------
\4\ See Securities Exchange Act Release No. 61843 (April 5,
2010), 75 FR 18558 (April 12, 2010) (SR-NYSEArca-2010-12) (``One
Fund Order''). See also Securities Exchange Act Release No. 61689
(March 11, 2010), 75 FR 13181 (March 18, 2010) (SR-NYSEArca-2010-12)
(``One Fund Notice,'' and together with the One Fund Order,
collectively, the ``One Fund Release'').
\5\ The Exchange represents that the Adviser is affiliated with
multiple broker-dealers and has implemented a ``fire wall'' with
respect to such broker-dealers regarding access to information
concerning the composition and/or changes to the Fund's portfolio,
and will continue to be in compliance with Commentary .06 to NYSE
Arca Equities Rule 8.600. In the event (a) the Adviser or any sub-
adviser becomes newly affiliated with a broker-dealer, or (b) any
new adviser or sub-adviser becomes affiliated with a broker-dealer,
it will implement a fire wall with respect to such broker-dealer
regarding access to information concerning the composition and/or
changes to the portfolio, and will be subject to procedures designed
to prevent the use and dissemination of material non-public
information regarding such portfolio.
\6\ See Post-Effective Amendment No. 5 to Form N-1A for the
Trust, dated April 29, 2011 (File Nos. 333-160877; 811-22320)
(``Registration Statement''). In addition, the Commission has issued
an order granting certain exemptive relief to the Trust under the
Investment Company Act of 1940 (``1940 Act''). See Investment
Company Act Release No. 29164 (March 1, 2010) (File No. 812-13815
and 812-13658-01) (``Exemptive Order'').
\7\ The Adviser represents that, for one year following
implementation of the change to the benchmark index, materials
issued by the Fund relating to Fund performance, including materials
posted on the Fund's Web site (https://www.russelletfs.com), will
reference both the current benchmark and the new benchmark index, in
accordance with Item 27(b)(7) of Form N-1A under the 1940 Act. The
Adviser represents that the benchmark index change will be
referenced on Russell's Web site, and that the quarterly fact sheet
for the Fund, available on the Fund's Web site, will reference the
current benchmark and the new benchmark index for one year.
---------------------------------------------------------------------------
As a result of the acquisition of U.S. One, Inc. by Russell, the
Fund seeks to change its underlying benchmark to the Russell Developed
Large Cap Index (``Index'') from the Fund's current benchmark, the S&P
500 Index.\8\ The Index offers investors access to the large-cap
segment of the developed equity universe representing approximately
75.4% of the global equity market. The Index includes the largest
securities in the Russell Developed Index. As of May 31, 2010, the
Index included 2,372 securities in 25 developed countries, with a
market capitalization ranging from $238 billion to $1.3 billion; the
weighted average market capitalization of Index components was $54.7
billion; and the largest three Index securities and associated Index
weights were Exxon Mobil (1.58%); Apple Inc. (1.17%); and Chevron Corp.
(0.79%). The current benchmark, the S&P 500 Index, includes 500 leading
companies in leading industries of the U.S. economy, capturing 75%
coverage of U.S. equities. It focuses on large capitalization
securities and represents approximately 75% of the U.S. market
capitalization. A committee determines the securities included based on
a set of published guidelines. The Index includes the Russell
1000[supreg], which represents 90% of U.S. market capitalization. It
also includes an additional 1,372 securities which, as of May 31, 2010,
were listed in other developed countries. The Adviser represents that
the investment objective of the Fund has not changed, the Index more
accurately represents the investment strategy of the Fund, and the
change to the Fund's benchmark will not impact the investment objective
or
[[Page 60958]]
the principal investment strategies for the Fund.
---------------------------------------------------------------------------
\8\ The change to the Fund's benchmark Index will be effective
upon filing with the Commission of an amendment to the Trust's
Registration Statement.
---------------------------------------------------------------------------
The Adviser has represented that it believes the Index is an
appropriate broad-based benchmark index for the Fund and the Fund's
investment objective. As represented in the One Fund Release, the
Fund's investment objective is to seek long-term capital appreciation
by investing at least 80% of its total assets in exchange-traded funds
(``Underlying ETFs'') that track various securities indices comprised
of large, mid, and small capitalization companies in the United States,
Europe, and Asia, as well as other developed and emerging markets. As
stated in the One Fund Release, the Adviser intends to hold Underlying
ETFs that hold equity securities of large, mid, and small
capitalization companies in the United States, as well as other
developed countries and developing countries, and that give the Fund
exposure to most major developed and developing markets around the
world.\9\ Thus, whereas the S&P 500 Index mostly reflects U.S.-based
companies, the Index includes a broader range of issuers from both the
domestic and international markets, and such range is consistent with,
and should better reflect, the Fund's investment objective. The
Exchange further states that, except for the changes noted above, all
other representations made in the One Fund Release remain unchanged.
---------------------------------------------------------------------------
\9\ The Adviser employs an asset allocation strategy focused on
increasing shareholder return and reducing risk through exposure to
a variety of domestic and foreign market segments. The Adviser's
asset allocation strategy pre-determines a target mix of investment
types for the Fund to achieve its investment objective and then
implements the strategy by selecting securities that best represent
each of the desired investment types. The strategy also calls for
periodic review of the Fund's holdings as markets rise and fall to
ensure that the portfolio adheres to the target mix and indicates
purchases and sales necessary to return to the target mix. The
Adviser selects Underlying ETFs based on their ability to accurately
represent the underlying stock market to which the Adviser seeks
exposure for the Fund, and seeks to construct a portfolio that will
outperform its benchmark. Additionally, the Adviser seeks to
maintain a low after-tax cost structure for the Fund and, therefore,
also evaluates ETFs based on their underlying costs. The Adviser
employs a buy and hold strategy, meaning that it buys and holds
securities for a long period of time, with minimal portfolio
turnover. The Fund, using a buy and hold strategy, seeks to achieve
its investment objective through investment in Underlying ETFs that
track certain securities indices. While the Fund intends to
primarily invest in Underlying ETFs that hold equity securities, the
Adviser may also invest in Underlying ETFs that may hold U.S. and
foreign government debt and investment grade corporate bonds.
According to the Registration Statement, the Fund does not invest in
derivatives. See One Fund Release, supra note 4.
---------------------------------------------------------------------------
III. Discussion and Commission's Findings
The Commission has carefully reviewed the proposed rule change and
finds that it is consistent with the requirements of Section 6 of the
Act and the rules and regulations thereunder applicable to a national
securities exchange.\10\ In particular, the Commission finds that the
proposal is consistent with Section 6(b)(5) of the Act,\11\ which
requires, among other things, that the Exchange's rules be designed to
prevent fraudulent and manipulative acts and practices, to promote just
and equitable principles of trade, to foster cooperation and
coordination with persons engaged in facilitating transactions in
securities, to remove impediments to and perfect the mechanism of a
free and open market and a national market system, and, in general, to
protect investors and the public interest.
---------------------------------------------------------------------------
\10\ In approving this proposed rule change the Commission has
considered the proposed rule's impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
\11\ 17 U.S.C. 78f(b)(5).
---------------------------------------------------------------------------
The Commission notes that the Fund's benchmark Index will continue
to be a broad-based index of large capitalization companies. The Index
represents approximately 75.4% of the global equity market and includes
the largest securities in the Russell Developed Large Cap Index. The
Fund's investment objective continues to seek long-term capital
appreciation by investing at least 80% of its total assets in
Underlying ETFs that are listed and traded on a national securities
exchange and that track various securities indices comprised of large,
mid, and small capitalization companies in the United States, Europe,
and Asia, as well as other developed and emerging markets. The Index
includes a broad range of issuers from both the domestic and
international markets, and the Commission believes that such range is
consistent with the Fund's existing investment objective. In addition,
the Adviser represents that the investment objective of the Fund has
not changed, and the change to the Fund's benchmark will not impact the
investment objective or the principal investment strategies for the
Fund. Further, the Adviser has represented that the change to the
Fund's benchmark will not impact shareholders of the Fund. Importantly,
the Exchange states that, except for the changes noted above, all other
representations made in the One Fund Release remain unchanged and that
the Fund will continue to comply with all initial and continued listing
requirements under NYSE Arca Equities Rule 8.600. The Commission notes
that the value of the new benchmark Index will continue to be
calculated and disseminated in a manner consistent with the
representations in the One Fund Release relating to the previous
benchmark index.
IV. Conclusion
It is therefore ordered, pursuant to Section 19(b)(2) of the
Act,\12\ that the proposed rule change (SR-NYSEArca-2010-53) be, and it
hereby is, approved.
\12\ 15 U.S.C. 78s(b)(2).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\13\
---------------------------------------------------------------------------
\13\ 17 CFR 200.30-3(a)(12).
---------------------------------------------------------------------------
Elizabeth M. Murphy,
Secretary.
[FR Doc. 2011-25194 Filed 9-29-11; 8:45 am]
BILLING CODE 8011-01-P