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SGI US Pofitability Index

Index level: 3745.30 as of 11/22/2017

Main characteristics

Bloomberg code SGEPPBU
Inception date 01/19/2016
Return type Net Return
Currency USD
Calculated by S&P Dow Jones

Objective

The SGI US Profitability Index aims to track a basket of profitable stocks embedded in S&P 500 Index. 

Mechanism

The Profitability scoring is based upon (relative to sector) :

• The 12-month Trailing Return-on-Asset ratio (ROA)

• The 12-month Trailing Return-on-Equity ratio (ROE)

• The 12-month Trailing Return-on-Invested Capital ratio (ROIC)

• The 12-month Trailing Gross Profitability to assets ratio (GPOA)


The SGI US Profitability Index began publishing on January 19th, 2016. Therefore, all data for the Index for the period prior to January 19th, 2016 represent S&P Dow Jones ("S&P DJ"s) application of the Index methodology in order to reconstruct hypothetical historical data for the period prior to January 19th, 2016 consistent with the Index methodology. Results prior to January 19th, 2016 may have been different had the Index actually been in existence. The SGI US Profitability Index (the “Index”) is the property of SG, which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) (“S&P Dow Jones Indices”) to maintain and calculate the Index. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed to S&P Dow Jones Indices. “Calculated by S&P Dow Jones Indices Custom” and its related stylized mark(s) are service marks of S&P Dow Jones Indices and have been sublicensed for certain purposes by SG. Neither S&P Dow Jones Indices, SPFS, Dow Jones nor any of their affiliates shall be liable for any errors or omissions in calculating the Index.

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