CrowdBureau Peer-to-Peer Lending
and Equity Crowdfunding Index

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Index Methodology.

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UNIVERSE. A security must be listed and traded on a nationally recognized securities exchange in the U.S.A., and issued by a company in the peer-to-peer lending ecosystem.
ELIGIBILITY MARKET CAP. A security must have a market capitalization of at least $75 million.
LISTING TIMING. A security must be listed for trading at the end of each calendar quarter.
FINANCIAL VIABILITY. A security must register an average daily trading volume corresponding to at least 750,000 shares over a one-month interval, or average notional value of monthly trades of at least $25 million over the prior six months, or lower volumes provided that any such securities are limited to no greater than 30% by market value. Securities with average daily trading volumes below the above described average daily trading volume are added to the Index at a maximum weight no greater than 0.5% until such time as the minimum trading volume threshold has been reached. 
SEGMENT SEGMENT WEIGHT MAXIMUM SECURITY WEIGHTS
Peer-to-Peer Lending and Equity Crowdfunding Platforms (P2P) 80% 25%
Financial Institutions with a Dedicated Peer-to-Peer Lending and Equity Crowdfunding Platform (FI) 1% 1%
Social Network(ing) Platforms (SN) 5% 1%
Providers of Technology and Software Solutions to the Peer-to-Peer Lending and Equity Crowdfunding Industry (T&S) 14% 25%
100%
  • Modified Capitalization Weighted