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Roubini Barclays Country Insights™ Indices
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Offering the opportunity to access enhanced beta across the globe

Barclays and Roubini Global Economics have collaborated to launch the Roubini Barclays Country Insights™ Indices, a family of tradable equity indices.

The indices are based on the Roubini Country Insights™ model that benchmarks the strengths and weaknesses of countries around the world and provides investors with a way to differentiate between countries in today’s difficult macro-environment.

Working from the premise that the majority of investors would not invest in a company without first assessing its assets, liabilities and ownership structure, the Roubini Barclays Country Insights™ Indices aim to perform a similar analysis when looking at the economic attractiveness of a country.

Instead of focusing entirely on a country’s short-term economic performance, the indices use current data in an attempt to understand the investment risk and benefits of a particular country or region. This data includes factors that impact a country’s ‘balance sheet’, including the health of the banking system, the total debt of the economy, the age of the population and its ability to innovate.

The Roubini Barclays Country Insights™ Indices aim to provide enhanced beta exposure by notionally allocating exposure, whilst considering liquidity, in a systematic manner to equity benchmark indices in countries that the model perceives to be the most fundamentally sound. Clients can use the indices as the underlying for a variety of products to attempt to capture enhanced risk-adjusted returns in their choice of region in a passive index format.

The indices are available in four versions: All-World, Developed Markets, Developed Markets ex-North America and Emerging Markets.

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Disclaimers

 

INDEX RETURN

An Index return may be lower than the actual return on the components comprising such Index. Indices may deduct fees, costs and commissions. An investment in an Index may be taxed differently to a direct investment in the components of the Index.

ADJUSTMENTS, SUSPENSION AND TERMINATION OF AN INDEX

The index sponsor may adjust the composition or calculation methodology of an Index and may cancel, adjust or suspend an index in accordance with the rules of the Index. Such actions may negatively affect the value and performance of a product linked to the Index. The performance of an Index may be negatively impacted by certain extraordinary and force majeure events, including, but not limited to, legal and tax events and the removal or exchange of any component of the Index.

INDEX PERFORMANCE

No assurances are given with respect to the future performance of any Index and past performance is no indication as to future performance. Past performance may be simulated past performance (including back-testing) which may involve the use of proxy or substitute index constituents or index methodology adjustments where necessary.

AMBIGUITIES IN RESPECT OF ANY INDEX RULES

Whilst any rules of an Index are intended to be comprehensive, ambiguities may arise. In such circumstances the Index Sponsor will resolve such ambiguities in good faith and a reasonable manner and, if necessary, amend any rules of the Index to reflect such resolution.

CONFLICTS OF INTEREST

BARCLAYS IS A FULL SERVICE INVESTMENT BANK. In the normal course of offering investment banking products and services to clients. Barclays may act in several capacities (including issuer, market maker, underwriter, distributor, index sponsor, swap counterparty and calculation agent) simultaneously with respect to a product, giving rise to potential conflicts of interest which may impact the performance of a product.

Potential conflicts of interest may exist within Barclays in the normal course of carrying out the activities of index sponsor and the operations of other divisions and teams of Barclays and/or its affiliates. The Index Sponsor may calculate and publish the level of an Index and make determinations in respect of an Index, while another team within Barclays may issue, enter into, promote, offer or sell transactions or investments linked, in whole or in part, to the Index.

In addition, another team within Barclays may have, or may have had, interests or positions, or may buy, sell or otherwise trade positions in or relating to the underlying constituents comprising the Index. Such activities may have an impact on the level of the Index. In view of these different roles, Barclays is subject to potential conflicts of interests.

NOT RESEARCH

This document is not a product of the Barclays Research department. Any views expressed may differ from those of Barclays Research.

BARCLAYS POSITIONS

Barclays, its affiliates and associated personnel may at any time acquire, hold or dispose of long or short positions (including hedging and trading positions) which may impact the performance of a product.

NO OFFER

Barclays is not offering to sell or seeking offers to buy any product or enter into any transaction. Any transaction requires Barclays’ subsequent formal agreement which will be subject to internal approvals and binding transaction documents. Without limitation to the foregoing, any transaction may also be subject to review by Barclays against its published Tax Principles.

NO LIABILITY

Barclays is not responsible for the use made of this document other than the purpose for which it is intended, except to the extent this would be prohibited by law or regulation.

NO ADVICE

OBTAIN INDEPENDENT PROFESSIONAL ADVICE BEFORE INVESTING OR TRANSACTING. Barclays is not an advisor and will not provide any advice relating to a product. Before making an investment decision, investors should ensure they have sufficient information to ascertain the legal, financial, tax and regulatory consequences of an investment to enable them to make an informed investment decision.

THIRD PARTY INFORMATION

Barclays is not responsible for information stated to be obtained or derived from third party sources or statistical services. Barclays and Roubini Global Economics are not affiliated with one another. Barclays does not guarantee the accuracy or completeness of the Roubini Country Insights™ model or any data or methodology either included therein or upon which it is based. In addition, Barclays makes no warranties, express or implied, as to the performance or results experienced by any party from the use of any information included therein or upon which it is based.

BARCLAYS PROPRIETARY INDEX LINKED PRODUCT

© Barclays Bank PLC 2015 (“Barclays”). All rights reserved. Barclays makes no representation or warranty, express or implied, to the investors of the Roubini Barclays Country Insights™ Index Family or any member of the public regarding the advisability of investing in Product generally or other instruments or related derivatives or in the Roubini Barclays Country Insights™ Index Family particularly or the ability of the Barclays Indices, including without limitation, the Roubini Barclays Country Insights™ Index Family described in this document. (“Approved Indices”), to track the performance of any market or underlying assets or data.

Barclays has no obligation to take the needs of the purchasers or traders, as the case may be, of the Roubini Barclays Country Insights™ Index Family into consideration in determining, composing or calculating the Approved Indices.

BARCLAYS DOES NOT GUARANTEE AND SHALL HAVE NO LIABILITY TO THE purchasers or traders, as the case may be, OF THE PRODUCT(S) OR TO THIRD PARTIES FOR THE QUALITY, ACCURACY AND/OR COMPLETENESS OF THE BARCLAYS INDICES, OR ANY DATA INCLUDED THEREIN OR FOR INTERRUPTIONS IN THE DELIVERY OF THE BARCLAYS INDICES.

BARCLAYS MAKES NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIMS ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE WITH RESPECT TO THE INDICES, INCLUDING WITHOUT LIMITATION, THE APPROVED INDICES, OR ANY DATA INCLUDED THEREIN. WITHOUT LIMITING ANY OF THE FOREGOING, IN NO EVENT SHALL BARCLAYS HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES SAVE TO THE EXTENT THAT SUCH EXCLUSION OF LIABILITY IS PROHIBITED BY LAW.

The Roubini-Barclays Country Insights™ Index Family has been developed in part by Roubini Global Economics, LLC. Roubini Global Economics, LLC is not an investment advisor, and does not guarantee the accuracy or completeness of the Roubini-Barclays Index Family, or any data or methodology either included therein or upon which it is based.

Neither Roubini Global Economics, LLC, Nouriel Roubini or any employee of Roubini Global Economics, LLC or any of its subsidiaries shall have any liability for any errors, omissions, or interruptions therein, and makes no warranties, express or implied, as to performance or results experienced by any party from the use of any information included therein or upon which it is based, and expressly disclaims all warranties of merchantability or fitness for a particular purpose with respect thereto, and shall not be liable for any claims or losses of any nature in connection with the use of such information, including but not limited to, lost profits or punitive or consequential damages, even if Roubini Global Economics, LLC is advised of the possibility of same.  

 

 

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