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Answer

A customised benchmark uses any investor's choice of TICCS® weights to create an index that matches specific segments of the universe

An example of  customised benchmark would be:

  • TICCS® pillar 1: 30% contracted, 70% merchant,
  • TICCS® pillar 2: 25% transport, 30% renewables, 45% utilities,
  • TICCS® pillar 4: 70% corporates, 30% project finance 

Such custom weights can be static or defined dynamically over time. 

Things to consider

A custom benchmark can represent historical fund exposures or be used as a forward looking benchmark. 

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