CrowdBureau® Online Lending and
Index Fact Sheet.
| WEIGHTING METHODOLOGY | The CrowdBureau® P2P Online Lending and Digital Banking Index combines a modified market capitalization weighting approach. For purposes of the Index, each constituent is defined as belonging to one of the two fixed-weight segments within the peer-to-peer securities based crowdfunding and digital lending ecosystem. Individual constituent weights are subject to weight constraints or these may be fixed, for example, financial institutions with a digital lending platform will have a fixed weight of up to 3%, and social network[ing] platforms 1%. |
| TICKERS | CBLEND AND CBLENDT |
| INDEX CALCULATION/ PUBLICATION | Solactive AG |
| TOTAL # OF HOLDINGS | 46 |
| REBALANCING FREQUENCY | Quarterly in March, June, September, and December |
| CALCULATION FREQUENCY | Real Time |
| CALCULATION CURRENCY | US Dollar |
| LAUNCH DATE | October 1, 2020 |
| LAST REBALANCE DATES | December 27, 2021 effective January 3, 2022 |
| FIRST VALUE DATE | 12/31/2019 |
