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.
Please see below selected updated values of some of the latest indices in the IndeXcellent PA Index Series. For more information please contact us via our Contact page.
Protected Allocation ("PA") Index Series
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