Compass Efficient Model Portfolios (CEMP) Launches Five Enhanced Volatility-Weighted Indexes
NASHVILLE, Tenn., May 31, 2012 /PRNewswire/ -- Compass Efficient Model Portfolios announced today that it has launched five (5) new equity indexes which are calculated by Dow Jones Indexes. These CEMP Volatility Weighted Indexes provide an enhancement of broad market exposure with a selection criterion of consistent, positive earnings coupled with an equal weighting of risk among all stocks in each index. The indexes and their tickers are:
| INDEX NAME |
TICKER |
| CEMP Emerging Market 500 Volatility Weighted Index |
CEMPEM |
| CEMP International 500 Volatility Weighted Index |
CEMPDEV |
| CEMP U.S. Large Cap 500 Volatility Weighted Index |
CEMPUSL |
| CEMP U.S. REIT 100 Volatility Weighted Index |
CEMPRE |
| CEMP U.S. Small Cap 500 Volatility Weighted Index |
CEMPUSS |
Note: Indexes are unmanaged and investors are not able to invest directly into any index.
The CEMP Volatility Weighted Indexes began calculating in June of 2003. Due to the broad market enhancement of the CEMP Indexes, this proprietary methodology is patent pending (Serial No. 61/645,370). Additional Indexes are expected to be added to the CEMP Index series over time. Please see the individual CEMP Index Fact Sheets and White Paper on www.CEMPIndex.com
"We are excited to launch the CEMP Indexes which represents a significant broad market enhancement to traditional cap-weighting and fundamental weighting indexes. By applying a fundamental criteria and weighting the securities based on their risk contribution, performance has been truly exceptional compared to traditional indexing," said Stephen M. Hammers, CIMA®, chief investment officer of Compass Efficient Model Portfolios.
A New Paradigm for Index Performance:
| Index Average Annual Returns |
3 Years |
5 Years |
7 Years |
10 Years |
Since 9/30/00 |
Cumulative |
| CEMP U.S. Large Cap 500 Volatility Weighted |
17.97% |
2.65% |
5.30% |
7.58% |
7.38% |
122.73% |
| S&P 500 |
14.11% |
-0.25% |
2.64% |
2.92% |
0.71% |
8.31% |
| CEMP U.S. Small Cap 500 Volatility Weighted |
18.00% |
2.85% |
5.12% |
8.61% |
9.42% |
175.23% |
| Russell 2000 |
15.63% |
0.15% |
3.20% |
5.62% |
5.54% |
64.83% |
| CEMP International 500 Volatility Weighted |
11.92% |
-2.40% |
5.13% |
10.07% |
7.40% |
123.34% |
| MSCI EAFE |
8.16% |
-4.26% |
2.18% |
5.12% |
2.11% |
26.44% |
| CEMP Emerging Market 500 Volatility Weighted |
27.37% |
12.74% |
17.58% |
18.93% |
17.14% |
493.02% |
| Dow Jones Emerging Market |
20.11% |
1.45% |
9.11% |
13.03% |
10.26% |
199.94% |
|
*Past performance does not guarantee future results. |
About Compass EMP: Compass EMP is a Registered Investment Advisor and offers globally diversified, multi-asset class investment portfolios and mutual funds to institutions, financial advisors and their clients. Compass EMP was established in 1996 by co-founder and chairman David J. Moore, CFP® and co-founder Stephen M. Hammers, CIMA® who serves as Chief Investment Officer. For additional information, please visit www.CEMPIndex.com
About Dow Jones Indexes: Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of hedge funds, commodities and real estate. Dow Jones Indexes employs clear, unbiased and systematic methodologies that are fully integrated within index families. Dow Jones Indexes is part of a joint venture company owned 90 percent by CME Group Inc. and 10 percent by Dow Jones & Company, Inc., a News Corporation company (NASDAQ: NWS, NWSA; ASX: NWS, NWSLV).
"Dow Jones®" and "Dow Jones Indexes" are service marks of Dow Jones Trademark Holdings LLC. Dow Jones Indexes is the marketing name of CME Group Index Services LLC and has been licensed for use.
SOURCE Compass EMP
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