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INDICES​

Protected Allocation ("PA") Index Series

IndeXcellent developed the Protected Allocation ("PA") methodology to facilitate investment strategies in a market reference with a pre-determined level of value protection. Due to the nature of such investment strategies, PA indices are typically total return ("TR") indices or excess return ("ER") indices. A leading U.S. index sponsor licensed IndeXcellent's methodology in 2013 to launch a total return index to facilitate a value-protected investment strategy in the sponsor's flagship U.S. large cap index. For licensing reasons, details of this sponsor's index is not shown here.





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