Enhanced Multi-Factor
The IDX Enhanced Multi-Factor Index suite seeks to provide robust and diversified exposures by intelligently integrating quality, low volatility, momentum, value, size and additional proprietary factors across various global markets. By employing “Direct Factor Indexing”, investors are able to access the various risk premia directly, without using an ETF. This allows for tax optimization and ESG customization.
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The IDX Enhanced Multi-Factor approach intelligently utilizes each factor [quality, momentum, low volatility, value, size] to sequentially condition a market universe into a robust, rules-based exposure expected to generate long-term positive excess returns
Source
FactSet, Yahoo & IDX Insights, LLC. Performance shown is as of the latest quarter-end. Unless otherwise specified, inception date is June 1, 2019. All returns prior to inception are simulated.
Please see disclosure for important information regarding simulated performance.
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Simulated returns cannot predict IDX Integrated Multi-Factor, IDX Dual-Momentum, or IDX Hedge Fund Replication future results. Web: www.idxinsights.com. Email: info@idxinsights.com Disclosures (2/2) how an investment strategy will perform in the future. Simulated returns should not be considered indicative of the skill of the advisor. Investors may experience loss. Any applicable financial instruments are not sponsored, promoted, sold or supported in any other manner by IDX Insights, LLC, nor does IDX Insights, LLC offer any express or implicit guarantee or assurance either with regard to the results of using the Index and/or Index trade mark or the Index Price at any time or in any other respect. The Index is calculated and published by IDX Insights, LLC. IDX Insights, LLC, uses their best efforts to ensure that the Index is calculated correctly. 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Various features of the IDX Integrated Multi-Factor™, IDX Dual-Momentum™, and the IDX Hedge Fund Replication™ methodologies, including an accounting data-base processing system and method for creating and weighting an index of securities, are protected by various patents, and patent-pending intellectual property of IDX Global, LLC. (See all applicable US Patents, Patent Publications, Patent Pending intellectual property and protected trademarks located at https://www.idxglobal.io/legal (which are fully incorporated herein.) Any use of these trademarks, logos, patented or patent pending methodologies without the prior written permission of IDX Global, LLC, is expressly prohibited. IDX Global, LLC, reserves the right to take any and all necessary action to preserve all of its rights, title, and interest in and to these marks, patents or pending patents. 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