BlueStar Top 10 US Listed Alternative Asset Managers Index

The BlueStar Top 10 US listed Alternative Asset Managers Index (BUALT) tracks the performance of the 10 largest and most liquid US-listed companies in the Alternative Asset Managers Industry. This is a modified market cap-weighted index, and only includes companies that generate at least 75% of their revenue or operating assets from the management of or investment in alternative assets, such as privately-held companies (private equity or venture capital) or real estate/infrastructure assets.

Key Features

Size and Liquidity Requirements Full MCap of at least 150 mln USD.
Three month average-daily-trading volume of at least 1 mln USD at a review and also at the previous two reviews.
At least 250,000 shares traded per month over the last six months at a review and also at the previous two reviews.
Pure-Play Companies have to generate at least 75% of revenues or operating activity from managing investments in privately-held companies, real estate or infrastructure. The index may include BDCs and does not include companies  that provide financing to private equity or other alternative asset managers.
Diversification Company weightings are capped at 15%.
Review Semi-annual in June and December.
IndexLast CloseOpenLastChangeChange (1Y)Range (1Y)
 
254.39 254.39 --139.85%89.96 - 256.16
 
322.55 322.55 --194.67%107.21 - 324.79
 
357.32 357.32 --222.03%108.98 - 359.81
Symbol IndexName
BUALT BlueStar Top 10 US Listed Alternative Asset Managers Price Index
BUALTNTR BlueStar Top 10 US Listed Alternative Asset Managers Total Return Net Index
BUALTTR BlueStar Top 10 US Listed Alternative Asset Managers Total Return Gross Index
Up