U.S. Business Development Companies (BDCs) are publicly traded private equity firms that invest equity and debt capital in small and mid-sized businesses, and make managerial assistance available to portfolio companies. The S&P BDC Index is designed to measure leading Business Development Companies that trade on major U.S. exchanges. This methodology was created by S&P Dow Jones Indices to achieve the aforementioned objective of measuring the underlying interest of each index governed by this methodology document. Any changes to or deviations from this methodology are made in the sole judgment and discretion of S&P Dow Jones Indices so that the index continues to achieve its objective.
Constituent companies are BDCs that meet minimum market capitalization and liquidity requirements. The index uses a modified market capitalization weighting scheme. Modifications are made to market cap weights, if required, to reflect available float, while applying single stock capping to the index constituents.
For this data source, RIMES hosts the S&P BDC NTR Index and approximately 50 companies.
Some of the data items available include:
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