The Credit Suisse Tech Edge Index is a rules-based multi-asset index that offers exposure to four equity ETFs known for their focus on innovation and technology. The Index implements a strategy that combines exposure to U.S. equities and fixed income and seeks to adapt to various market conditions. The Index also applies a bespoke volatility control mechanism designed by Salt Financial to identify changing market conditions using intraday data.

Index At A Glance

  • Balanced:
    A diversified range of components across equities and fixed income affording exposure to multi-asset opportunities
  • Technological Edge:
    An equity focus on the potential further growth of the technology and biotech sectors
  • Risk Focus:
    A risk-balanced equity strategy and a daily risk control mechanism intended to stabilize the overall level of risk of the Index
  • Innovative:
    A state-of-the-art technology relying on intraday analysis to dynamically adjust the exposure to equity, aiming at navigating changing market conditions

Key Characteristics

Bloomberg Ticker CSEATEDG <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 January 14, 2021
Index Calculation Fees 0.5% p.a. deducted daily
Asset Class U.S. Multi-Asset

Please refer to the Risk Factors for additional information on the Index.