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 Defensive Equity Indexes

Investigate the Indexes
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Past performance is no guarantee of future results. Investing involves risk, including possible loss of principal and fluctuation of value. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Risk controls, as referenced, do not promise any level of performance or guarantee against loss of principal.