The Zacks Global Multi-Asset Income Index selection methodology is designed to identify companies with potentially high income and superior risk-return profiles as determined by Zacks. The objective of the Index is to select a diversified group of stocks with the potential to have a yield in excess of and outperform, on a risk adjusted basis, comparable benchmark indices. The methodology utilizes multi-factor proprietary selection rules to identify those stocks that offer the greatest potential from a yield and risk/return perspective while maintaining global diversification. The approach is specifically designed to enhance investment applications and investability. The Index is adjusted semiannually, or as required, to assure timely stock selections.
