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.