Financial Services
Description
Vocal Characteristics
Language
EnglishVoice Age
Middle Aged (35-54)Accents
North American (General) North American (US West Coast - California, Portland)Transcript
Note: Transcripts are generated using speech recognition software and may contain errors.
at Credit Suisse, we aim to create solutions not just products in challenging and uncertain times, investors tend to look for stability and exposure to domestic stocks. This is why Credit Suisse developed the Credit Suisse US core balanced index, a multi asset index that aims to provide access to some of the most liquid assets in the US. Building on Credit Suisse's longstanding expertise in designing systematic strategies. The index seeks to provide positive returns and stable performance in various market environments, even turbulent ones. How let's take a closer look. The index consists of three components offering an equity exposure complemented by two fixed income exposures. The equity portion of the index offers an efficient way to gain exposure to a leading indicator of the U. S. Stock market and therefore attempts to capture growth opportunities in US large cap equities. But there's more. The index also brings diversification through its fixed income components. The equity component is re scaled to target a specific amount of volatility. Then in an attempt to adapt to changing rates environments and offer additional opportunities to potentially enhance returns. The equity component is coupled with a bond exposure that dynamically allocates between short term and medium term US Treasury note futures and finally, the Credit Suisse US core balanced index implements a risk control mechanism to both help mitigate the impacts of market fluctuations on a daily basis and to deliver a stable performance in various market environments. The objective of this final step Is to maintain the realised volatility of the index at or around 5% every day. How does this translate into potential returns? The index didn't exist prior to April 18, 2022. However, going back to 1998 and using hypothetical simulated data, we can see that the credit suisse us core balanced index would have achieved an annualized return of 3.6%.