CrowdBureau Peer-to-Peer Lending
and Equity Crowdfunding Index

Index Methodology.

UNIVERSE. A security must be listed and traded on a nationally recognized securities exchange in the U.S. and issued by a company in the peer-to-peer lending ecosystem.
ELIGIBILITY MARKET CAP. A security must have a market capitalization of at least $75 million.
LISTING TIMING. A security must be listed for trading at the end of each calendar quarter.
FINANCIAL VIABILITY. A security must have monthly trading volume of at least 250,000 or average notional value of monthly trades of at least $25 million over the prior six months, or lower volumes provided that any such securities are limited to no greater than 30% by market value.
SEGMENT SEGMENT WEIGHT MAXIMUM SECURITY WEIGHTS
Peer-to-Peer Lending and Equity Crowdfunding Platforms (P2P) 80% 25%
Financial Institutions with a Dedicated Peer-to-Peer Lending and Equity Crowdfunding Platform (FI) 1% 1%
Social Network(ing) Platforms (SN) 5% 1%
Providers of Technology and Software Solutions to the Peer-to-Peer Lending and Equity Crowdfunding Industry (T&S) 14% 25%
100%
  • Modified Capitalization Weighted