CrowdBureau® Online Lending and
Digital Banking Index

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 47
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 28, 2020 effective January 1, 2021
FIRST VALUE DATE 12/31/2019