FTB-C000202 / Financial concept

Inverse Index

An inverse index targets a negative multiple of an underlying index's periodic return under a declared reset methodology.

Also known asshort indexinverse daily-reset index

Definitions

In plain terms

A minus-one-times daily index aims to rise about 1% when the underlying falls 1% for that day before costs.

Technical

The methodology specifies negative exposure, underlying variant, reset, financing and collateral returns, fees, compounding, floors, holidays, and disruption controls.

Scope

It is not a constant inverse of the underlying level or cumulative return over long horizons.

Examples

  • A governed methodology records inverse index with its source, cutoff, units, parameters, and effective version.

Common misconceptions

  • Inverse Index does not have one universal implementation without the declared methodology, data basis, and constraints.

Concept relationships

Where this concept is used

Evidence and governance

  1. S&P Dow Jones Indices Index Mathematics Methodology S&P Dow Jones Indices · first party methodology

    Supports: preferred label, short definition, technical definition

    Limits: Authoritative for the provider's indices; conventions are not universal defaults for every index or security-level return series.

  2. Fintech Builder Glossary Definition Contract The Fintech Builder · internal governed contract

    Supports: variant distinction

    Limits: Defines governed platform behavior rather than claiming these policies are universally prescribed by external McClellan methodology.

Reviewed by
fintech-builder-batch-004
Last reviewed
2026-07-27
Next review
2027-07-27
Record status
evidence reviewed

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