CUSTOM INDEXES & ETFS
Sabrient creates thematic indexes based on our quantitative strategies, and licenses the indexes to ETF sponsors.
U.S. INDEXES
The U.S. indexes are weighted indexes selected from a broad universe of U.S.-traded stocks and ADRs.
The Sabrient Defensive Equity Index (NYSE Arca: SBRDE) comprises approximately 100 stocks that have potentially superior risk-return profiles during periods of stock market weakness, but still offer the potential for gains during periods of market strength. This index is tracked by the Guggenheim Defensive Equity ETF (NYSE Arca: DEF). DEF is rated
5 STARs by Morningstar.
The Sabrient Insider Sentiment Index (NYSE Arca: SBRIN) identifies 100 stocks that reflect favorable corporate insider buying trends and recent earnings estimate increases by Wall Street analysts.This index is tracked by the Guggenheim Insider Sentiment ETF (NYSE Arca: NFO). NFO is rated
4 STARs by Morningstar.
The Sabrient Multi-cap Insider/Analyst Quant-weighted Index (NYSE Arca: SBRQAM) is a quantitatively-weighted index comprising approximately 100 publicly traded companies, selected from the S&P 1500, that reflect positive sentiment among those "insiders" closest to a company's financials and business prospects, such as top management, directors, large institutional holders, and the Wall Street research analysts who follow the company. This index is tracked by the Direxion All Cap Insider Sentiment Shares (NYSE Arca: KNOW).
The Sabrient Large-cap Insider/Analyst Quant-weighted Index (NYSE Arca: SBRQAL) is a quantitatively-weighted index comprising approximately 100 publicly traded companies, selected from the S&P 500, that reflect positive sentiment among those "insiders" closest to a company's financials and business prospects, such as top management, directors, large institutional holders, and the Wall Street research analysts who follow the company. This index is tracked by the Direxion Large Cap Insider Sentiment Shares (NYSE Arca: INSD).
CANADIAN INDEXES
The Sabrient Global Balanced Indexes are made up of a diversified set of ETFs representing Canadian growth equities, U.S. equities, international equities, emerging markets, Canadian preferred shares, Canadian dividend payers, government bonds, corporate bonds, Canadian REITs, global REITs, commodities, and global sectors (water, agriculture, and infrastructure.
The Sabrient Global Balanced Income Index (SBRGBI) targets a roughly 50/50 balance between growth and income-oriented ETFs. t is tracked by the iShares Balanced Income CorePortfolio(TM) Fund (TSX: CBD.TO).
The Sabrient Global Balanced Growth Index (SBRGBG) targets a roughly 80/20 balance between growth and income-oriented ETFs, with a growth bias. It is tracked by the iShares Balanced Growth CorePortfolio(TM) Fund (TSX: CBN.TO).
