Download this paper to better understand defensive equity indexes.

Several major equity benchmark providers maintain rules-based defensive equity portfolios they call indexes – but they shouldn’t be confused with their cap-weighted counterparts. This paper offers a closer look at defensive equity indexes, including:

  • What options exist and how they differ
  • Their viability as passive investments, and how they might be improved
  • How to best measure active defensive equity strategies

Get a better understanding of how these indexes are relevant for your defensive equity investments.

Making Sense of DE Indexes

 

Investigate the Indexes
2022 Intech ©. All rights reserved.

This website is issued by Intech Investment Management LLC (“Intech”).

The Intech website uses cookies to remember your preferences and to help us to improve the site through the use of web analytics. By continuing without changing your cookie settings we will assume that you are happy to receive cookies for these two purposes. For full details on how to manage our cookies and how we use them, please see our Cookie Policy.

The information and material on this website is for use in Australia by wholesale clients only (as defined by section 761G of the Corporations Act 2001). Intech is permitted to provide certain financial services to wholesale clients pursuant to an exemption from the need to hold an Australian financial services licence under the Corporations Act 2001. Intech is regulated by the United States Securities & Exchange Commission (SEC) under U.S. laws, which differ from Australian laws. The material on this website is not intended for distribution to, nor should it be relied upon by, retail clients. If you are a retail or individual investor, then please leave this website.

Unless stated otherwise, information on this web site is provided by the issuer of the applicable financial product. This website contains general information only and does not take account of your individual objectives, financial situation or needs. Prospective investors should not rely on this information and should make their own enquiries and evaluations they consider to be appropriate to determine the suitability of any investment and should seek all necessary financial, legal, tax and investment advice.

This information has been prepared using information from a variety of sources. The information is believed by Intech to be correct but no warranty is made with respect to its completeness or accuracy. All opinions and estimates in this information are subject to change without notice.