In advance: 2QTR25 <U/O> Matrix via Applied Indexation is currently available for research libraries in composite spreadsheet format at Access tab (auto-generated password, PayPal hosted).

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^ note tutorials in support including <U/O> Matrix via Applied Indexation — Establishing Predictive Value (Venn: Innovation and Efficiencies).

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Featured Clean Energy thematic is derived from a combined Renewables/Diversified Industrials/Technology sector-themed overlay within Invesco’s publicly traded subindustry benchmark proxy (ETF ticker PBW), utilizing the modularity of business segment operations embedded within company revenue lines to generate effective Tier-2: Alpha and Alpha-Beta screens.

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Excess Alpha and Alpha-Beta efforts in Active Value institutional portfolio strategies (ref. capitalization, relative value, position builds, underweights, corporate catalysts, correlated effects, competitive market information) are advantaged by iterative peer group analytics and valuation at distinct points of inflection, detailing adaptive cross-sector/multi-asset/multi-factor permutations and benchmark index/proxy subsets.

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2QTR25 <U/O> Matrix via Applied Indexation  interval portfolio performance and characteristics, ranged performance dispersion and segment/classification overview are outlined below:

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>> PBW total return: 2Q25 +26.8%, 3-mo. +51.2%, 12-mos. +0.3%; YTD25 performance dispersion +189.2%/-49.8% (071125).

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>> PBW Fwd adj. PE=26.0 Beta=1.6 versus 20.4/1.6, 24.7/1.6 and 23.9/1.6 sequentially [40.0 limit; N/A totals 51.7% (v. 52.6%) based on portfolio weight and 51.6% of count (-7.1%), 7.3% on market capitalization (+0.5%); Large-cap 36.1% (+6.7%), Mid-cap 30.6% (-5.4%), Small-cap 33.6% (-0.9%)].

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>> SPX 12-month Fwd PE=22.2/2Q25 v. 19.0/1Q25, 21.5/4Q24, 21.4/3Q24 (FactSet); CAPE 37.8 from 34.5/37.4/36.7, mean 17.3 (Shiller).

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<U/O> Matrix via Applied Indexation segments include Wind, Solar, Fuel Cells, Smart Grid, Water, LED, Biofuel, Automotive, Natural Gas, Storage and Aviation plus further classifications detailing component member assignments based on corporate business segment operations (12 segments, 67 classifications, 232 single and multi-listed component members; n=62).

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Please message direct with any questions or for product development considerations, additional period data provided under separate agreement.

#EnergyComplex #CleanEnergy #Renewables #Strategy #PortfolioManagement #PortfolioStrategies #CorporateFinance #BSOs #Analytics

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