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