The ProShares Trust, acting as the BIS issuer, operates with the objective of achieving daily returns consistent with the Daily Target, which is based on the Nasdaq Biotechnology Index (NBI) constructed by Nasdaq Inc. This index comprises biotechnology and pharmaceutical companies listed on Nasdaq and adheres to specific eligibility criteria set by the Index Provider. Under normal circumstances, the Fund aims for inverse leveraged exposure to at least 80% of its total assets in component securities of the Index or similar instruments. To achieve this, the Fund predominantly invests in derivatives, including swap agreements, which are contracts entered into primarily with major global financial institutions. Additionally, the Fund may utilize money market instruments such as U.S. Treasury Bills and repurchase agreements for managing cash balances associated with its derivative usage. ProShare Advisors employs a mathematical approach to determine the Fund's investment positions, seeking to maintain inverse leveraged exposure consistent with its objective regardless of market conditions. The Fund seeks daily rebalancing to ensure its exposure aligns with the Daily Target, responding to movements in the Index throughout the trading day. Overall, the ProShares endeavors to fulfill its investment objective while managing associated risks, as outlined in its Prospectus.
As an issuer, BIS Dividend operates with a primary goal of providing investors with exposure to dividend-paying companies while incorporating a balanced approach to risk management. The fund seeks to track the performance of an index composed of dividend-paying equities, utilizing a diversified portfolio strategy. BIS Dividend may invest in a wide range of dividend-paying securities, including common stocks, preferred stocks, and real estate investment trusts (REITs), among others. Through its investment approach, BIS Dividend aims to offer investors the potential for income generation and long-term capital appreciation. The fund's dividend-focused strategy is designed to capture the returns generated by dividend-paying companies while considering factors such as dividend yield, dividend growth, and financial stability. Additionally, BIS Dividend may implement various investment techniques, such as rebalancing and portfolio optimization, to maintain alignment with its investment objective and to manage risk effectively. Investors seeking exposure to dividend-paying equities within a structured investment framework may find BIS Dividend a suitable option for their portfolio objectives.
BIS Tracking, as an issuer, is dedicated to providing investors with an efficient means of tracking the performance of a specific index or benchmark. With a focus on accuracy and consistency, BIS Tracking aims to replicate the returns of its chosen index through meticulous portfolio management techniques. The fund typically invests in a diversified range of securities that mirror the composition and weighting of the target index, ensuring close alignment with its performance. Utilizing sophisticated tracking methodologies and advanced trading strategies, BIS Tracking seeks to minimize tracking error and closely track the movements of the underlying index over time. By offering investors a convenient and cost-effective way to gain exposure to their chosen market benchmarks, BIS Tracking serves as a valuable tool for portfolio diversification and investment strategy implementation. Investors seeking to replicate the performance of specific indices with precision and reliability may find BIS Tracking to be a suitable investment solution.
BIS Correlation, functioning as an issuer, focuses on providing investors with exposure to assets that exhibit a high correlation with a particular market index or benchmark. The fund employs a systematic approach to selecting assets that closely track the movements of the target index, aiming to achieve a high degree of correlation. Through strategic portfolio construction and asset allocation techniques, BIS Correlation seeks to replicate the performance of the chosen index, ensuring that fluctuations in the index are mirrored in the fund's returns. By investing in assets that have historically demonstrated a strong correlation with the target index, BIS Correlation offers investors the opportunity to gain exposure to specific market segments or asset classes while minimizing tracking error. This approach may appeal to investors seeking to hedge against market volatility or to replicate the performance of a specific index within their investment portfolios with precision and consistency.
BIS Sector, functioning as an issuer, is dedicated to offering investors exposure to specific sectors or industries within the market. The fund aims to replicate the performance of a chosen sector or industry index by investing in a diversified portfolio of securities belonging to that sector. Through careful selection and weighting of assets within the chosen sector, BIS Sector seeks to capture the returns generated by companies operating within that particular industry. By providing targeted exposure to specific sectors, investors can tailor their investment strategies to capitalize on opportunities and trends within those sectors while diversifying their overall portfolio. BIS Sector's approach may appeal to investors seeking to capitalize on the growth potential of specific sectors or to implement sector rotation strategies within their investment portfolios.
BIS Exposure, operating as an issuer, is committed to providing investors with exposure to a diversified range of asset classes or investment strategies. The fund's primary objective is to offer investors access to a broad array of investment opportunities, allowing them to allocate their capital across various asset classes, including equities, fixed income, commodities, and alternative investments. BIS Exposure employs a flexible investment approach, adjusting its portfolio allocation based on market conditions and investment objectives. By diversifying across multiple asset classes, the fund aims to mitigate risk and enhance potential returns over the long term. This versatile approach to portfolio construction may appeal to investors seeking to achieve balanced exposure to different investment opportunities while managing risk effectively. BIS Exposure serves as a valuable tool for portfolio diversification and strategic asset allocation, providing investors with the flexibility to adapt their investment strategies to changing market dynamics.
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