What investments are tracked by Exceed Indexes?

Each defined outcome investment is a combination of two different sets of securities.

1Diversified portfolio of investment grade credit with < 3 year maturities
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2Embedded cleared options competitively priced with < 2 year maturities
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Defined Outcome

3

Our indexes regularly rebalance a diversified basket of exchange traded options and investment grade fixed income securities in order to provide a defined risk/reward exposure. The basket of exchange traded options is constructed in a way to provide a defined outcome, while the investment grade fixed income securities finance the option purchases.

See how Exceed compares with protection-themed funds and structured notes.