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ECMM

Strategic E-Commerce & Logistics Sector Index

Why Exposure to this Index

Strategic Investments has established a new classification system to help investors capture the companies across the entire e-commerce vertical. The E-Commerce index gives true exposure to the entire industry of online marketplaces, software, analytics, payments and merchant processing services, as well as logistics, fulfillment or distribution services and/or real estate services.

Investor Research

INDEX DETAILS

Index Name
Strategic E-Commerce & Logistics Sector Index
Index Calculator
Morgate Benchmarks Ltd
Weighting Method
Modified Market Cap
Rebalance
Quarterly
Weighted Avg Market Cap
-

Documents

Index Fact Sheet
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Index Methodology
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Index Overview

The Strategic E-Commerce & Logistics Sector Index seeks to provide total return by investing in a passively managed, concentrated portfolio of companies that engage in e-commerce activities.

  • Designed to capitalize on the burgeoning megatrends that are disrupting the e-commerce industry.
  • Targets companies in the US and developed markets that operate across three e-commerce sub-sectors, including:
    • Marketplaces, Platforms, and Merchants sub-sector: Operate e-commerce platforms that connect buyers and sellers of goods and services via online marketplaces, or primarily sell goods and services online and generate the majority of their overall revenue from online retail services.
    • Technology Infrastructure & Support Services sub-sector: Provide e-commerce software, analytics, or services that facilitate the development and enhancement of e-commerce platforms, including e-commerce payments and merchant processing services.
    • Logistics & Fulfillment sub-sector: Provide e-commerce logistics, fulfillments or distribution services or real estate services.
  • Companies are initially identified by industry and sector, and are then further reviewed on the basis of operations related to e-commerce activities.
  • The index is composed of the 50 or so largest eligible companies using float adjusted capitalization, and the largest companies make up a greater percentage of the overall portfolio.
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It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. Strategic Investments does not sponsor, endorse, sell, promote or manage any investment fund or other investment vehicle that is offered by third parties and that seeks to provide an investment return based on the performance of any index. Strategic Investments licenses its indices to third parties for the creation of investment funds or other vehicles, such as exchange-traded funds (ETFs), exchange-traded notes (ETNs), institutional asset mandates, and structured notes.

The information contained does not reflect the performance of any fund or account managed or serviced by Strategic Investments, and there is no guarantee that investors will experience the type of performance reflected above. There is no guarantee that any historical trend illustrated herein will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that any market forecast made in this commentary will be realized. The mention of specific securities is not a recommendation or solicitation for any person to buy, sell or hold any particular security and should not be relied upon as investment advice. The views and opinions in the preceding commentary are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, is not intended to predict or depict performance of any investment and does not constitute a recommendation or an offer for a particular security. We consider the information in this presentation to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of suitability for investment.