What is the Thematic Index and Smart Beta Index

Thematic Index

Thematic Indexes replicate the performance of different broad investment themes. Thematic investing follows certain social, economic, or other themes that are popular in society.

Several thematic indices available at www.indxx.com are:

Indxx global fintech thematic index: The Indxx Global Fintech Thematic Index is designed to track the performance of companies listed in developed markets that are trying technology-driven financial services that are disrupting existing business models in the financial services and banking sectors.

Indxx millennials thematic index: The Indxx Millennials Thematic Index is designed to track the performance of companies that provide exposure to the millennial generation, (“Millennial Companies”). The millennial generation refers to the demographic group within the United States of America with birth years starting from 1980 to 2000.

Indxx 5g & nextg thematic index: The Indxx 5G & NextG Thematic Index is designed to track the performance of companies that are at the core of the research and the new 5G cellular technology is developed and next-generation technologies as they arise. The index seeks to include only firms that have devoted material resources or created material promises to the utilization of 5G technology. 5G is that the next (fifth) generation of cellular technology, which promises to greatly improve the speed, coverage, and responsiveness of wireless networks.

Smart Beta Indices

Smart beta investment combines the interests of passive investment and therefore the benefits of active investment methods. Smart beta indices defines a group of investment methods that emphasize the utilization of different index construction rules to ancient market capitalization-based indices. Smart beta emphasizes capturing investment factors or market inefficiencies during a rules-based and clear means.

The purpose of smart beta indices is to make alpha, lower risk or increase diversification at a value below ancient active management and marginally above straight index finance. It seeks the best construction of an optimally diversified portfolio. In conclusion, sensible beta may be a combination of the active-market condition and worth finance. The sensible beta investment approach applies to widespread plus categories, such as investments, fixed income, commodities, and multi-asset classes.

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Index Calculation Agent

Index Calculation Agent means that the entity that calculates and publishes the amount of the Index. A calculation agent calculates the worth of a spinoff and/or the number owing from every party. The calculation agent may establish the worth for a structured product and should act as its warrantor and business. The Agent and since the Index Calculation Agent could settle for deposits from, lend money to and general interest in any kind of banking or other business with any member of the Group or any Member.

From startups, plus managers and wealth managers to a number of the world’s largest corporations, various vary of customers request to the U.S. for his or her index calculation desires.

• Independent index backtesting.
• Index maintenance and management which include the development of a methodology manual for corporate action treatment and rebalancing.
• Custom-built websites, factsheets, and other supporting index documentation.