DOWNSIDE DEFENDER INDices
The PMV Downside Defender Indices aim to minimize downside risks by maximizing the diversification benefits of a multi-asset strategy.
The indices track a strategy that combines core and tactical allocations to various stock, bond, commodity, and currency markets.
Each index includes a core weighting to US Large Cap equity, Long-Term US Treasuries, and Gold. Additionally, tactical weightings are made using a quantitative process that identifies momentum trends in the following asset classes: US Large Cap equity, International Developed equity, Emerging Markets equity, US T-bills, Long-Term US Treasuries, gold, commodities, and bullish US Dollar currency.
Diversification benefits are sought by selecting index components with similar risk profiles, but that have historically exhibited low correlation to each other. This rules-based, multi-asset approach seeks to increase the potential for index returns across various economic environments, while mitigating downside potential.
The index series offers different participation levels, each attempting to provide a specified exposure to the base strategy.
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PMV DOWNSIDE DEFENDER INDEX
PMV DOWNSIDE DEFENDER INDEX - 50% PARTICIPATION
PMV DOWNSIDE DEFENDER INDEX - 150% PARTICIPATION
PMV DOWNSIDE DEFENDER INDEX - 200% PARTICIPATION
The Index is not a fund or portfolio offered by PMV Capital Advisers. Investors may not make direct investments into any index.
The Downside Defender Indices (the “Index”) have been calculated pursuant to a back-tested methodology used to simulate the performance of the Index had it existed in its current form. Back-tested performance is hypothetical and is provided only for informational purposes as the closest available proxy for the performance of the strategy since that time. Returns were calculated using the constituent components comprising the Index, rebalanced on a monthly basis.
The calculation agent for the Index is Index One, which is not affiliated with PMV.
PMV Capital Advisers, LLC (“PMV”) is an investment adviser registered with the Securities and Exchange Commission (SEC). PMV only transacts business in states where it is properly registered or is exempted from registration requirements. Registration as an investment adviser is not an endorsement of PMV by securities regulators and does not mean that such investment adviser has achieved a specific level of skill or ability. Additional information regarding PMV, including its fees, can be found in PMV’s Form ADV, Part 2. A copy of which is available upon request or online at www.adviserinfo.sec.gov/. Although PMV is an investment adviser, the Index is not a fund or portfolio offered by PMV and no performance reflected herein is the performance of any account, portfolio, or fund of PMV. Investors may not make direct investments into any index.