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
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Unique:
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 -
Balanced:
A multi-asset allocation diversified across equities and fixed income intended to benefit from opportunities in multiple market environments -
Risk-Controlled:
An annualized volatility target of 5% aimed at mitigating the impact of market fluctuations and generating consistent returns over time
Key Characteristics
| Bloomberg Ticker | CSEAREB5 <Index> |
| Category | Dynamic Asset Allocation |
| Return Type | Excess Return (it reflects the return of components net of the cost of funding) |
| Currency | USD |
| 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.