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Index Construction Methodology

The Freedom Index aims to provide free, open and independent indexes for the asset management community in an effort to challenge the spiralling costs and restrictive licensing of benchmark use. 

Constructing our Indexes

The Freedom Index provides index information for the UK and US markets (with other markets to follow soon), initially supplying the local return, with returns in GBP and the hedged to GBP return to follow. This document describes the methodologies used for security selection and rebalancing periods. It also provides the methodology for calculating the index return and the value of the index.

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What indexes are available via The Freedom Index

Source - Bottom image 2How securities are allocated to different indexes

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How returns for each index are calculated

 

 

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