top of page
Products&Services.jpg

Products & Services

Index Licensing

Clients can license existing or customized IFED indexes as the basis for investment products and services

Index Data

Index values, portfolio components and IFED Scores are made readily available to clients

Portfolio Analytics

EIA’s powerful platform can provide performance and risk analysis versus traditional benchmarks or actively managed portfolios

Index Consulting

EIA’s team of experts can create customized IFED indexes and portfolio solutions to suit any client’s needs

Investment Advisory Services

EIA provides investment advisory services through its affiliate, EIA Investments

IFEDMethodology

IFED Methodology

Starting-Icon.png
Starting Universe and Stock Scoring

  • Stocks listed on NYSE or Nasdaq with 3+ years of data
     

  • EIA’s proprietary monetary indicator classifies conditions as expansive, restrictive or indeterminate
     

  • 12 firm-specific metrics determine IFED Scores (i.e., ability to benefit from prevailing market conditions)*

Composition-Icon.png
Composition & Weighting
IndexRebalance-Icon.png
Index Rebalance Timing

  • Each stock is ranked by its IFED Score
     

  • 75 stocks with highest scores for prevailing conditions are selected

​

  • Selected stocks are weighted by IFED Score
     

  • Customized IFED indexes integrate unique features 

  • IFED indexes rebalance based on signaled shifts in Federal Reserve policy, rather than relying on rate levels or current economic conditions. 
     

  • See below….

IFED Methodology.png

* 1) Market Capitalization; 2) Long-term Stock Performance; 3) Short-term Stock Performance; 4) Relative Value; 5) Dividend Yield; 6) Cash Ratio; 7) Residual Variability; 8) Change in Net Operating Assets; 9) Balance Sheet Bloat; 10) Equity Issuance; 11) Debt Ratio; 12) Gross Profit Margin

Indexes

IFED Indexes

EIA’s initial index offering is the Nasdaq IFED US Large-Cap Index (Nasdaq IFED-L), which was launched on June 9, 2020.

To illustrate the efficacy and broad application of the IFED methodology for the consideration of prospective licensees, EIA has maintained the following indexes since January 2020:

​

  • IFED All-Cap US Equity Index™  (IFED-A)

​

  • IFED Large-Cap US Equity Index™  (IFED-LG)

​

  • IFED Large/Mid-Cap US Equity Index™  (IFED-LM)

​

  • IFED Mid-Cap US Equity Index™ (IFED-M) 

​

  • IFED Small-Cap US Equity Index™ (IFED-S)

​

  • IFED Low Volatility US Equity Index™ (IFED-LV)

Do You Invest With the Fed?

 

An Introduction to IFED Indexes

Nasdaq IFED US Large-Cap Index (Nasdaq IFED-L)

EIA's initial product offering is the Nasdaq IFED  US Large-Cap Indexᵀᴹ (Nasdaq IFED-L)
IMG-5250.JPG

Nasdaq IFED-L Factsheet

 

Performance and Index Description

Nasdaq IFED-L maximizes exposure to those large cap U.S. equities best positioned to benefit from prevailing monetary conditions. The index uses a combination of Federal Reserve policy developments and key firm metrics to select stocks via a transparent and rules-based active strategy.

​

Nasdaq IFED-L is tilted towards securities with favorable liquidity characteristics. In addition, the index places constraints on sector and individual stock weights.

View Our Presentation:
Alpha Capture - Capitalizing on Fed Policy (July 15, 2022)
Alpha Capture Presentation.jpg

Nasdaq IFED US Large-Cap Low Volatility Index (Nasdaq IFED-LV)

The Nasdaq IFED US Large-Cap Low Volatility Indexᵀᴹ (Nasdaq IFED-LVᵀᴹ) is designed to maximize exposure to those U.S. large-cap, low volatility equities best positioned to benefit from prevailing market conditions.

Nasdaq IFED-LV Factsheet

 

Performance and Index Description

Nasdaq IFED 4% Target Volatility Index (Nasdaq IFED-LV4)

The Nasdaq IFED 4% Target Volatility Indexᵀᴹ (Nasdaq IFED-LV4ᵀᴹ) allocates dynamically to the Nasdaq IFED US Large-Cap Low Volatility Index (Nasdaq IFED-LV) and the UBS 10Y Treasuries Excess Return Index. The Index adjusts its leverage on a daily basis targeting a volatility of 4%.

Nasdaq IFED-LV4 Factsheet

 

Performance and Index Description

Exchange-Listed-Products

Exchange-Traded Products

bottom of page