The Credit Suisse Retiree Balanced Index is a rules-based multi-asset index that offers exposure to sectors and industries that may benefit from increased spending driven by the rapidly aging U.S population. The Index implements a strategy that combines exposure to U.S. equities and fixed income and seeks to adapt to various market conditions.
Index At A Glance
An equity component informed by the spending habits of U.S. retirees* to capture the potential performance of sectors and industries which may benefit from the spending habits of the aging U.S population
A multi-asset allocation diversified across equities and fixed income intended to benefit from opportunities in multiple market environments
An annualized volatility target of 5% aimed at mitigating the impact of market fluctuations and generating consistent returns over time
|Bloomberg Ticker||CSEAREB5 <Index>|
|Category||Dynamic Asset Allocation|
|Return Type||Excess Return (it reflects the return of components net of the cost of funding)|
|Live Date||July 30, 2020|
|Index Fees||0.5% p.a. deducted daily|
|Asset Class||U.S. Multi-Asset|
* Retirees are defined as U.S. people aged 65 and older.
Please refer to the Risk Factors for additional information on the Index.