Core Indexes

Core Indexes are platform-defined indexes with fixed composition and deterministic rules.

They are specified and maintained by DiversiFi and follow predefined methodologies.

Characteristics

• Index rules are defined by the platform

• Composition is proposed by the team and target weights are either fixed (strategies) or determined according to a pre-established process and periodically refreshed (top).

• Rebalancing follows transparent, rule-based logic

• No discretionary adjustments are made

Scope

Core Indexes are designed to express predefined structural logic and remain consistent over time unless formally updated through documented processes.

They do not adapt dynamically and do not respond to market signals or forecasts.

Governance Model

Core Indexes follow a platform-governed change process.

Changes are:

• Initiated by DiversiFi

• Applied through predefined procedures

• Fully documented and disclosed

What Can Change

• Index methodology (e.g. rebalancing parameters)

• Operational mechanics

• Exceptional structural updates

What Cannot Change

• Based on performance

• Based on market conditions

• Based on discretionary judgment

When changes occur:

• Users are informed transparently

• Changes apply prospectively

• Existing positions follow the updated rules