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

  • 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.