CrowdBureau Peer-to-Peer Lending
and Equity Crowdfunding Index

Index Fact Sheet.

WEIGHTING METHODOLOGY The index methodology combines a modified market capitalization weighting approach that applies to two segments of the index, namely P2P and T&S, along with an equally-weighted approach that applies to the remaining two segments, FI and SN, in which the weights of a single constituent and/or the sum of the weights of the securities representing the defined segment are constrained to a maximum weight and are additionally subject to asset diversification and liquidity guidelines.
TICKERS CBP2P AND CBP2PTR
INDEX CALCULATION/ PUBLICATION Solactive AG
TOTAL # OF HOLDINGS 35
REBALANCING FREQUENCY Quarterly in March, June, September, and December
CALCULATION FREQUENCY Real Time
CALCULATION CURRENCY US Dollar
LAUNCH DATE December 3, 2018
LAST REBALANCE DATE September 20, 2019 effective October 1, 2019
FIRST VALUE DATE 12/28/2017