NEW YORK, March 24, 2014 /PRNewswire/ -- Lunt Capital Management, Inc., an independent registered investment advisory firm, has selected S&P Dow Jones Indices to be the custom calculation agent for six custom hybrid indices. Custom hybrid indices are client-owned, white label custom indices that use an S&P Dow Jones Indices index to screen for constituents and/or as an actual constituent of their index.
According to Lunt Capital Management, their tactical, multi-asset and global equity indices are designed to dynamically rotate, hedge, and tilt in order to potentially capture growth and reduce risk. The suite of Lunt Capital custom indices is based upon a myriad of indices, calculated and published by S&P Dow Jones Indices. Allocations between the asset classes are based on the Advisor's proprietary, rules-based models. The six indices are:
- Lunt Capital Dynamic Conservative Index
- Lunt Capital Dynamic Moderate Index.
- Lunt Capital Dynamic Aggressive Index:
- Lunt Capital 7Twelve® Conservative Index
- Lunt Capital 7Twelve® Moderate Index
- Lunt Capital 7Twelve® Aggressive Index
"We are delighted for this opportunity to expand our relationship with Lunt Capital Management as the calculation agent for six custom hybrid indices," says Michael Mell, Associate Director of Custom Indices at S&P Dow Jones Indices. "As the needs of the RIA community evolve, we are dedicated to leveraging our custom capabilities to advance investment ideas."
"While these six indices are separated by either a strategic or tactical asset allocation, all of these indices are based on the principle of deep, multi-asset diversification," says John Lunt, President of Lunt Capital Management, Inc. "The launch of six additional indices calculated by S&P Dow Jones Indices further highlights our commitment to bringing unique tools to financial advisors and their clients."
S&P Dow Jones Indices is an acknowledged global leader in the calculation of custom indices, providing unparalleled services in the design, construction, management and distribution of custom indices. Drawing on our knowledge and a global database of over 17,000 individual stocks, S&P
Dow Jones Indices custom indices provides an independent, flexible and accurate service enabling clients to purposefully design a custom index to meet their specific requirements across equity, commodity, and fixed income asset classes.
For more information about the indices, please visit: www.customindices.spindices.com/?custom_client_name=lunt-capital
For more information about S&P Dow Jones Indices, please visit: www.spdji.com
About S&P Dow Jones Indices
S&P Dow Jones Indices LLC, a part of McGraw Hill Financial, is the world's largest, global resource for index-based concepts, data and research. Home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial AverageTM, S&P Dow Jones Indices LLC has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of investors. More assets are invested in products based upon our indices than any other provider in the world. With over 1,000,000 indices covering a wide range of asset classes across the globe, S&P Dow Jones Indices LLC defines the way investors measure and trade the markets. To learn more about our company, please visit www.spdji.com.
Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC, a part of McGraw Hill Financial. Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC ("Dow Jones"). These trademarks have been licensed to S&P Dow Jones Indices LLC. It is not possible to invest directly in an index. S&P Dow Jones Indices LLC, Dow Jones, S&P and their respective affiliates (collectively "S&P Dow Jones Indices") do not sponsor, endorse, sell, or promote any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. This document does not constitute an offer of services in jurisdictions where S&P Dow Jones Indices does not have the necessary licenses. S&P Dow Jones Indices receives compensation for calculating third party indices.
SOURCE S&P Dow Jones Indices