Bear Stearns Indices
Bear Stearns Adagio Index The Bear Stearns Adagio Index replicates a strategy that selects dynamically from the 3 main asset classes (equities, real estate, and government bonds) according to the previous 12 monthly returns of each asset class and that aims at generating annual returns exhibiting maximum smoothness and regularity.
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Bear Stearns Energy Index An index replicating a strategy that selects dynamically from the 3 main asset classes (equities, real estate, and government bonds) according to the previous 12 monthly returns of each asset class and that aims at providing a 7% annual return with maximum regularity.
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Bear Stearns US Adagio Index The Bear Stearns US Adagio Index replicates a strategy that selects dynamically from the 3 main asset classes (equities, real estate, and government bonds) according to the previous 12 monthly returns of each asset class and that aims at generating annual returns exhibiting maximum smoothness and regularity.
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Bear Stearns ISIS Index The Bear Stearns ISIS Index replicates a dynamic sector rotation strategy that aims at providing a positive alpha against the Euro Zone equity market performance by selecting dynamically, on a monthly basis, among the 3 major business sectors, i.e. Finance & Insurance, Health & Chemicals, Telecom & Technology, represented each by a basket of the relevant reference sector indices for the Euro Zone.
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Bear Stearns ISIS US Index The Bear Stearns ISIS US Index replicates a dynamic sector rotation strategy that aims at providing a positive alpha against the US Zone equity market performance by selecting dynamically, on a monthly basis, among the 4 major business sectors, i.e. Natural Products, Technology, Finance, Telecom & Media, represented each by a basket of the relevant reference sector indices for the US Zone.
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Bear Stearns Institutional Adagio Index The Bear Stearns Institutional Adagio Index replicates a strategy that selects dynamically from the 3 main asset classes (equities, real estate, and government bonds) according to the previous 12 monthly returns of each asset class and that aims at generating annual returns exhibiting maximum smoothness and regularity.
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Bear Stearns PACER Index The Bear Stearns PACER Index replicates a dynamic long only multi-asset strategy that aims at providing a positive performance through Bull and Bear market cycles by selecting dynamically, on a monthly basis, among 3 main Asset Classes, i.e. Equities, Commodities and Government Bonds.
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Bear Stearns PACER SEK Index The Bear Stearns PACER SEK Index replicates a dynamic long only multi-asset strategy that aims at providing a positive performance through Bull and Bear market cycles by selecting dynamically, on a monthly basis, among 3 main Asset Classes, i.e. Equities, Commodities and Government Bonds.
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Bear Stearns ETHICAL PACER Index The Bear Stearns ETHICAL PACER Index replicates a dynamic long only multi-asset strategy that aims at providing a positive performance through Bull and Bear market cycles by selecting dynamically, on a monthly basis, among 3 main Asset Classes, i.e. Equities, Commodities and Government Bonds.
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Bear Stearns Allegro Index The Bear Stearns Allegro Index replicates a strategy that aims at maximizing net returns while controlling volatility, by selecting dynamically from the 3 main asset classes (equities, real estate and government bonds) according to the previous 12 monthly returns of each asset class.
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Bear Stearns SELEQT Index The Bear Stearns SELEQT Index replicates a dynamic long only multi-asset strategy that aims at generating alpha using a systematic research-driven share selection methodology: each month, 20 shares are selected from a wide universe of European shares and combined into the Bear Stearns SELEQT Index, each share given an equal weight.
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For questions on the data shown, please contact Bear Stearns.
