2VA has created several indexes to help sophisticated investors and investment partners pursue cost-effective products and superior risk-adjusted returns without having to play politics or offending their own values.
What is an Index?
An investment index is a method to track the performance of a group of securities in a standardized way. Indexes typically measure the performance of a basket of securities intended to replicate a certain area of the market. Index investing is a passive strategy. There are numerous market indexes, such as the DJIA, S&P 500, Nasdaq, and Russell 1000 that asset managers and investors use as the basis for investment indexes.
About Our Indexes
Our indexes are constructed and weighted based on a combination of 1) proprietary research we license from 2ndVote Research and 2) a unique investment methodology based on 30 years of research on how Federal Reserve policy shapes economic conditions and influences security returns, which we license from Economic Index Associates. All of our indexes are operated in accordance with a pre-specified written methodology, resulting in index products that are liquid, transparent, and replicable. Detailed information on our Indexes can be found at www.2ndvotefunds.com.
Why 2VA Indexes?
Investors who try to capture the benefits of index investing usually end up hostage to a small number of extremely large mega-stocks driving most of their performance. The vast majority of these mega-stocks end up pursuing political or social activist agendas, potentially distracting them from maximizing returns, and potentially chasing non-economic causes that are at odds with investors’ own values. 2VA indexes take a different tack, with their primary focus on maximizing shareholder returns, without the unnecessary chest-thumping political, social and non-business distractions. We use unique, proprietary research to identify companies focused on shareholder returns, combined with a state-of-the-art financial model to drive a winning investment strategy and portfolio construction.
2VA index solutions thus provide a less-correlated return stream than your typical mega-cap indexes—this can contribute to improving a portfolio’s risk-return profile. Also, the financial technology underlying 2VA indexes produces dynamic portfolios that attempt to optimize composition through changing market (monetary) conditions, instead of pursuing a static factor, sector or strategy exposure that moves in- and out-of-favor. You get the benefits of a reactive, dynamic portfolio without giving up the typical indexing goals of transparent, liquid, replicable, and reasonable-cost investing.
For more information regarding Indexes, please fill out the following form, and we will get back to you within two business days.
Individual investors and financial professionals seeking more information about the 2ndVote Funds ETFs can call: (877) 223-8699 Monday – Friday 9.a.m.-5 p.m. Eastern Standard Time.