About Our Ratings

Finding the right indices or index-linked products for you or your clients can be a daunting task. There are millions of indices in all shapes and sizes, but not all of them are worth buying. Many have a short-lived track record; some are over-engineered; some contain significant over-exposures, and some may have hidden fees.

The Index Standard helps guide financial professionals to make informed decisions with our objective ratings, which show investors how an index operates and help them identify its key strengths and weaknesses via critical metrics. 

The Index Standard® has no affiliation with any index providers, and we don’t provide buy, hold, or sell signals. Instead, we offer our independent, unbiased expert opinion to help you directly compare different indices, ETFs and annuities, holding them all to the same standard.

The Index Standard® Ratings

The Index Standard® Ratings have six rankings in the descending order of Platinum, Gold, Silver, Copper, Neutral, and Watch.

ETF & Index Ratings

The Index Standard® evaluates each index against the most appropriate benchmark, and all indices are evaluated at the same time to ensure consistency and fairness. We put the indices through our rigorous model in seven categories which we deem critical to index construction:

  • Transparency

    Explore the “small print” such as independence, rules transparency and hidden fees; also the index’s adherence to IOSCO principles.

  • Robustness

    Analyze diversification, index parameters and tradability in stressed markets.

  • Risk

    Examine an extensive array of risk metrics to determine how risky the index is.

  • Efficiency

    Determine the index’s ability to balance off risk and return attributes.

  • Returns

    The index is analyzed through metrics such as annualized returns, skew, and kurtosis to assess the stability of returns.

  • Attractiveness

    Quantify the current level of attractiveness and the future potential.

  • Capital at Risk

    Examine value at risk and drawdowns to identify potential unknown risks that may hinder performance.

The Index Standard® evaluates each index against the most appropriate benchmark, and all indices are evaluated at the same time to ensure consistency and fairness. We put the indices through our rigorous model in seven categories which we deem critical to index construction:

  • Explore the “small print” such as independence, rules transparency and hidden fees; also the index’s adherence to IOSCO principles.

  • Analyze diversification, index parameters and tradability in stressed markets.

  • Examine an extensive array of risk metrics to determine how risky the index is.

  • Determine the index’s ability to balance off risk and return attributes.

  • The index is analyzed through metrics such as annualized returns, skew, and kurtosis to assess the stability of returns.

  • Quantify the current level of attractiveness and the future potential.

  • Examine value at risk and drawdowns to identify potential unknown risks that may hinder performance.


ETF Examples
SILVER

ETF

iShares Select Dividend ETF

GOLD

ETF

iShares Edge MSCI USA Momentum Factor ETF

PLATINUM

ETF

iShares Edge MSCI Min Vol USA ETF

SILVER

ETF

iShares Select Dividend ETF

GOLD

ETF

iShares Edge MSCI USA Momentum Factor ETF

PLATINUM

ETF

iShares Edge MSCI Min Vol USA ETF


Index Examples
GOLD

INDEX

BNP Paribas US Governance Multi Asset Index

PLATINUM

INDEX

Deutsche Bank CROCI Sectors II PR Index

GOLD

INDEX

BNP Paribas US Governance Multi Asset Index

PLATINUM

INDEX

Deutsche Bank CROCI Sectors II PR Index