The O'Shares Indexes are designed to be tracked by exchange-traded funds emphasizing income, wealth preservation, and capital appreciation.
The O'Shares Indexes serve as fair, impartial and transparent measures of the performance of companies selected according to index methodologies based on the O'Shares investment principles.
Key defining factors include:
The O'Shares Indexes are designed to simultaneously fulfill three core investment goals: income, wealth preservation, and capital appreciation.
The O'Shares Indexes have been backtested for at least a decade each providing insight into different market conditions, and drawing from thoroughly cleaned universes that prevent look-ahead bias or duplicate listings.
The O'Shares Indexes depend on clearly defined rules-based methodologies, which are overseen by an impartial Index Committee. Little discretion is exercised in compiling the Index and a pre-defined screening protocol assures a consistent, transparent and arms-length compilation process.