Define: Index Factor

How is Index Factor defined in a legal contract?

• Index Factor means the ratio of the closing value of a specified index on any given day to the closing value of the index on a reference date, often the inception date. Seen in 39 SEC filings.
• Index Factor means a numerical value calculated as 1 plus twice the Index Performance Ratio. Seen in 14 SEC filings.
• Index Factor means the annual percentage change in the consumer price index. Seen in 5 SEC filings.
• Index Factor means the ratio of the closing value of a specific index (called the series index) on a particular date to its closing value on a reference date (usually the inception date). Seen in 3 SEC filings.
• Index Factor means on any given day, it's calculated by multiplying the currency component by the accumulation component for that day. Seen in 3 SEC filings.
• Index Factor means a numerical value calculated as 1 plus the Index Performance Ratio. Seen in 3 SEC filings.

Note: The Genie AI Legal Assistant pulled this data out of the SEC EDGAR Database of 500,000 records from the past 22 years of filings. We regularly update this page as new filings and definitions come in.

Search EDGAR for 'Definitions of index factor' yourself to verify these results. We are always keen to point people to source documents.

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Which definition should you use?

🤔 Our AI Legal Assistant has combined and improved the above descriptions to create market-standard 'Genie definitions' below, with guidance on which documents and which industry to use for each.

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Genie Definition 1

Index Factor means the ratio of the closing value of a specified index on a given day to the closing value on a reference day.

Relevant Contract Type

• Financial Derivatives Contract
• Option Agreement
• Asset Management Contract
• Investment Agreement
• Securities Purchase Agreement

Relevant Circumstances

• Deriving investment performance metrics
• Benchmarking instrument performance
• Index-linked financial products
• Determining performance ratio in asset management

Relevant Sectors

• Investment Banking
• Financial Services
• Asset Management
• Securities Trading

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Genie Definition 2

Index Factor means a numerical value computed as 1 plus the Index Performance Ratio.

Relevant Contract Type

• Financial Derivative Contracts
• Complex Financial Transaction Agreements
• Option Agreement
• Equity-indexed Annuity Contracts
• Investment Agreement
• Securities Purchase Agreement

Relevant Circumstances

• Risk Management
• Performing financial analysis
• Index-linking of annuities
• Calculating performance ratio in asset management.

Relevant Sectors

• Investment Banking
• Financial Advisory
• Insurance
• Asset Management

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