DyTegic® Global Index



Objective


The DyTegic® Global Index is a macroeconomic, go‐anywhere, rules‐based investment approach that uses contrarian technical analysis to navigate economic and market conditions around the globe and includes trend following / momentum factors.


Investment Philosophy


The index is engineered to capture up markets and limit participation in down ones. There is no assurance the objective will be met as no strategy can guarantee a gain or promise against loss.


Research and Screening Process


Build the Universe - Asset classes include: US Equities, International Equities, Bonds, Real Estate and Alternatives (Metal, Commodities, Managed Futures)
Filter the Universe - Apply asymmetrical trend analysis filter to determine which asset classes are eligible
Rank the Asset Classes - Eligible asset classes are ranked through a series of filters; the highest conviction broad asset classes are chosen
Select asset mix, hold for one calendar quarter, rerun analysis and adjust investment mix




Total Return Year to Date




Total Return Since Inception




Annual Performance* – Total Return



Indices
DyTegic® Global Index – Live
DyTegic® Global Index
S&P 500 TR USD Index
2007200820092010201120122013201420152016
12.38
34.96-13.0058.3918.84-3.1319.0612.6420.772.11
5.49-37.0026.4615.062.1116.0032.3913.691.3811.96

*Prior to 01/01/2016, the results above for the DyTegic® Global Index are back tested.


Cumulative Total Return*



*Prior to 01/01/2016, the results above for the DyTegic® Global Index are back tested.





The following disclosures are an integral part of the above presentation and should be reviewed in conjunction with the above information.


Luken Investment Analytics, LLC (“LIA”) is a registered investment adviser with the state of Tennessee. Registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. LIA provides non-discretionary advisory services to other registered investment advisers and investment adviser representatives and does not provide advice to underlying clients of the firms and representatives to which it provides advisory services.

The indexes are designed by LIA unless otherwise noted. Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, legal and/or tax professional before implementing any strategy discussed herein.

Benchmarks: The index / indices used by LIA have not been selected to represent an appropriate benchmark to compare an investor’s performance, but rather are disclosed to allow for comparison of the investor’s performance to that of certain well-known and widely recognized indices. Indices are typically not available for direct investment, are unmanaged and do not incur fees or expenses.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. It should not be assumed that recommendations made in the future will be profitable or will equal the past hypothetical performance.

Not FDIC insured. All investment strategies have the potential for profit or loss.

**Luken StraDynamic® Global Index and Luken DyTegic® Global Index (the “Indexes”) are the property of Luken Investment Analytics, LLC (“LIA”), which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Indexes. The Indexes are not sponsored by S&P Dow Jones Indices LLC or its affiliates or its third party licensors, including Standard & Poor's Financial Services LLC and Dow Jones Trademark Holdings LLC (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Indexes. “Calculated by S&P Dow Jones Indices” and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by LIA. S&P® is a registered trademark of Standard & Poor's Financial Services LLC, and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC.

The strategies based on the Indexes are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices. S&P Dow Jones Indices does not make any representation or warranty, express or implied, to the owners of the strategies or any member of the public regarding the advisability of investing in securities generally or in the strategies particularly or the ability of the Indexes to track general market performance. S&P Dow Jones Indices’ only relationship to LIA with respect to the Indexes is the licensing of the Luken StraDynamic® Global Index and Luken DyTegic® Global Index, certain trademarks, service marks and trade names of S&P Dow Jones Indices, and the provision of the calculation services related to the Indexes. S&P Dow Jones Indices is not responsible for and has not participated in the determination of the prices and amount of the strategies or the timing of the issuance or sale of the strategies or in the determination or calculation of the equation by which the strategies may be converted into cash or other redemption mechanics. S&P Dow Jones Indices has no obligation or liability in connection with the administration, marketing or trading of the strategies. S&P Dow Jones Indices LLC is not an investment adviser. Inclusion of a security within the Indexes is not a recommendation by S&P Dow Jones Indices to buy, sell, or hold such security, nor is it investment advice.

S&P DOW JONES INDICES DOES NOT GUARANTEE THE ADEQUACY, ACCURACY, TIMELINESS AND/OR THE COMPLETENESS OF THE INDEXES OR ANY DATA RELATED THERETO OR ANY COMMUNICATION WITH RESPECT THERETO, INCLUDING, ORAL, WRITTEN, OR ELECTRONIC COMMUNICATIONS. S&P DOW JONES INDICES SHALL NOT BE SUBJECT TO ANY DAMAGES OR LIABILITY FOR ANY ERRORS, OMISSIONS, OR DELAYS THEREIN. S&P DOW JONES INDICES MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND EXPRESSLY DISCLAIMS ALL WARRANTIES, OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE OR AS TO RESULTS TO BE OBTAINED BY LUKEN INVESTMENT ANALYTICS, OWNERS OF THE STRATEGIES, OR ANY OTHER PERSON OR ENTITY FROM THE USE OF THE INDEXES OR WITH RESPECT TO ANY DATA RELATED THERETO. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT WHATSOEVER SHALL S&P DOW JONES INDICES BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, INCLUDING BUT NOT LIMITED TO, LOSS OF PROFITS, TRADING LOSSES, LOST TIME, OR GOODWILL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, WHETHER IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE.

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