BlueStar® Top 10 US Listed Alternative Asset Managers Index
The BlueStar® Top 10 US listed Alternative Asset Managers Index (BUALT) tracks the performance of the 10 largest and most liquid US exchange-listed companies in the Alternative Asset Managers Industry. This is a modified market cap-weighted index, and only includes companies that generate at least 75% of their revenue or operating assets from the management of or investment in alternative assets, such as privately-held companies (private equity or venture capital) or real estate/infrastructure assets.
Key Features
| Size and Liquidity Requirements |
Full MCap of at least 150 mln USD.
Three month average-daily-trading volume of at least 1 mln USD at a review and also at the previous two reviews.
At least 250,000 shares traded per month over the last six months at a review and also at the previous two reviews. |
| Pure-Play |
Companies have to generate at least 75% of revenues or operating activity from managing investments in privately-held companies, real estate or infrastructure. The index may include BDCs and does not include companies that provide financing to private equity or other alternative asset managers. |
| Diversification |
Company weightings are capped at 15%. |
| Review |
Semi-annual in June and December. |
Timescale Slider
| Symbol |
IndexName |
| BUALT |
BlueStar® Top 10 US Listed Alternative Asset Managers Price Index |
| BUALTTR |
BlueStar® Top 10 US Listed Alternative Asset Managers Total Return Gross Index |
| BUALTNTR |
BlueStar® Top 10 US Listed Alternative Asset Managers Total Return Net Index |
