The information pertains exclusively to the index described. It does not address the historical performance or forecast or a product or products that use the index and it does not consider any floors, caps, participation rates or fees.
PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.
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The Index Standard Inc., doing business as The Index Standard®, is not, and does not act as, a registered investment advisor or fiduciary. Nothing in the Service Content (including any reports, forecasts, ratings, or other service content) is intended, and it should not be construed, to be investment advice. All information is provided solely for informational purposes. A reference to a particular index or security, an index rating or any observation concerning an index or investment that is provided on the Services is not a recommendation to buy, sell or hold such index or investment or make any other investment decisions and does not address the suitability of any index or investment.
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Unless expressly stated otherwise by the relevant entity, no owner, sponsor, administrator, calculation agent or licensor of an index (i) acts as fiduciary or agent of any purchaser, seller or holder of any security or investment relating to the index; (ii) makes any representation or warranty, express or implied, regarding (a) the advisability of purchasing, selling or holding any security or investment relating to the index or (b) the ability of the index to track corresponding or relative market performance; (iii) guarantees the timeliness, accurateness or completeness of the index or any data or information relating thereto, or shall have any liability in connection with the index or any data or information relating thereto; (iv) shall have any liability with respect to any security or investment, or any liability for any loss relating to any security or investment, whether arising directly or indirectly from the use of the index, its methodology, or otherwise.
Laurence Black, founder and a shareholder of The Index Standard®, is also an index advisor to Robert J. Shiller via a separate entity. Strict confidentiality is maintained between relevant entities. To avoid conflicts of interest The Index Standard® does not provide commentary or views on the Shiller Barclays indices. All ratings and forecasts provided by The Index Standard® are systematically generated, thereby ensuring objectivity.
The ratings and forecasts are implemented for The Index Standard® by COMPASS FINANCIAL TECHNOLOGIES SA. COMPASS FINANCIAL TECHNOLOGIES SA uses its best efforts to ensure that the ratings and forecasts are calculated correctly. The calculation of these ratings and forecasts by COMPASS FINANCIAL TECHNOLOGIES SA does not constitute a recommendation by COMPASS FINANCIAL TECHNOLOGIES SA to invest capital in financial products nor does it in any way represent an assurance or opinion of COMPASS FINANCIAL TECHNOLOGIES SA with regard to any investment therein. Readers are made aware, and accept, that calculations are based on large quantities of data provided by third parties and are thus susceptible to errors, interruptions and delays.