Dividends & Factors

Alternative Beta

We offer indices for a range of alternative beta strategies, including rotation strategy indices, event driven indices and long/short strategy indices.

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All information for an index prior to its Launch Date is hypothetical back-tested, not actual performance, based on the index methodology in effect on the Launch Date. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance, cannot account for all financial risk that may affect results and may be considered to reflect survivor/look ahead bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication or guarantee of future results. This back-tested data may have been created using a “Backward Data Assumption”. For more information on “Backward Data Assumption” and back-testing in general, please see the Performance Disclosure.

Index Name: DJ US Thematic Mrkt Neutral Low Beta

Product Name: AGFiQ US Market Neutral Anti-Bt CAD-HETF

Product Type: ETF

Country/Region: Canada

Ticker: QBTL

Index Name: S&P U.S. Spin-Off Index

Product Name: Invesco S&P Spin-Off ETF

Product Type: ETF

Country/Region: United States

Ticker: CSD

Index Name: S&P Merger Arbitrage Index

Product Name: ProShares Merger

Product Type: ETF

Country/Region: United States

Ticker: MRGR

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This list includes investable products traded on certain exchanges currently linked to this selection of indices. While we have tried to include all such products, we do not guarantee the completeness or accuracy of such lists. Please refer to the disclaimers here for more information about S&P Dow Jones Indices' relationship to such third party product offerings.

Indices

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Event Driven

These indices utilize quantitative frameworks to allocate exposure within an asset class or across asset classes.

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Long / Short

Our long/short indices seek to measure strategies taking long positions in companies that rank highly in terms of a certain factor and short positions in companies that have a low ranking in that factor.

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Quantitative Equity

These indices utilize quantitative frameworks to allocate exposure within global equities.

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Rotation Strategies

Our rotation strategy indices automatically rebalance among distinct investment positions and strategies based on economic data and performance of underlying indices.

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Index-Linked Products

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Index Name	Product Name	Product Type
DJ US Thematic Mrkt Neutral Low Beta	AGFiQ US Market Neutral Anti-Bt CAD-HETF	ETF
S&P U.S. Spin-Off Index	Invesco S&P Spin-Off ETF	ETF
S&P Merger Arbitrage Index	ProShares Merger	ETF

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