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AlphaCycle Indexes are a family of indexes sponsored by
Active Index Solutions, a wholly-owned subsidiary of F-Squared Investments. Each Index consists of a portfolio of actively-managed mutual funds, selected by an independent, third party investment consultant. There are currently 18 AlphaCycle Indexes, and the values of the indexes are published daily by the American Stock Exchange.
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Independent Index Committee
The ActiFindexes available through AIS are managed by each index's Index Manager. These Index Managers are responsible to make all recommendations regarding design, construction, and future modifications of the indexes.
The AIS Index Committee is therefore responsible for the governance of the Index Managers, and to review the recommendations made by each Index Manager and to ensure that the recommendations are consistent with sound investment theory and with the predetermined objective and methodology for that index.
Specific approval items reviewed by the Index Committee include, for each ActiFindex:
- Investment objective and rationale;
- Manager selection methodology, as presented by the Index Manager;
- Index construction methodology;
- Index constituency, including any historical results; and
- Modifications to either index constituency or construction methodology
Ron Santangelo
INDEX COMMITTEE CHAIR
Mr. Santangelo is one of the pre-eminent experts in the investment industry regarding the research and selection of third party mutual fund managers, and was an early advocate for the role and importance of rigorous manager research and screening. He is currently a consultant for the industry, specializing in the investment manager due diligence process, asset allocation modeling, and product development.
For more information on these Indexes, please follow the link to Active Index Solutions' website.
www.activeindexsolutions.com
Copyright © Active Index Solutions, LLC. All rights reserved. "AlphaCycle" is a service mark of F-Squared Investments, LLC. This material is proprietary and may not be reproduced, transferred or distributed in any form without prior written permission from Active F-Squared Investments, LLC. F-Squared Investments, LLC reserves the right at any time and without notice to change, amend, or cease publication of the information. This material has been prepared solely for informative purposes. The information contained herein has been obtained from sources that we believe to be reliable, but its accuracy and completeness are not guaranteed. It is made available on an "as is" basis without warranty. Investment products that may be based on AlphaCycle Indexes are not sponsored by Active Index Solutions, LLC, and neither F-Squared Investments, LLC nor Active Index Solutions, LLC makes any representation regarding the advisability of investing in them. Inclusion of a mutual fund in an index does not in any way reflect an opinion of Active Index Solutions or F-Squared Investments regarding the investment merits of such a mutual fund. None of the mutual funds included in an index have given any real or implied endorsement or support to Active Index Solutions or to this index. One cannot invest directly in an index. Returns represent past performance, and are not guarantees of future results or indicative of any specific investment.
