DeMarche Indexes
SINCE MOST INVESTMENT MANAGERS HAVE
A DISTINCT STYLE, THEIR PERFORMANCE VARIES OVER THE COURSE
OF A MARKET CYCLE.
Therefore,to effectively evaluate performance, managers should be compared
to an index that reflects the type of securities they hold. DeMarche maintains
proprietary indexes on approximately 150 different sectors and
subsectors in the stock and bond markets (see note below.)
All DeMarche Indexes are built on the 3,000 most liquid stocks. We also have access to an additional 150
commonly used non-proprietary indexes. This section of our
Web site includes a sampling of our market indexes. DeMarche clients have access to a broader
range of market and manager style indexes in our Client
Services area.
Note: DeMarche
market indexes are designed to describe the behavior of various US and
international stock and bond markets.
Each month, security data is collected for the most liquid stocks and
bonds that trade on various US and international markets in order to construct
DeMarche's stock and bond universes.
Performance is then cap weighted within each universe in order to
calculate total market index returns.
Various subsets of this universe are then extracted to create sub-market
indexes.
DeMarche indexes do not reflect actual performance of any
accounts managed or evaluated by DeMarche or those managers recommended by
DeMarche. Actual performance of
accounts managed or evaluated by DeMarche may be better or worse than the
indexes. Actual portfolios managed or
evaluated by DeMarche or those managers recommended by DeMarche may or may not
contain the same securities as the indexes.
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