Matarin Long-Term Indices

The Matarin Long-Term Indices identify stocks that are expected to offer long-term investors a high Patience Premium and hold these stocks for extended periods. High Patience Premium stocks exhibit attributes such as fundamentally good businesses, shareholder-friendly leadership, inexpensive valuations, and positive ESG (environmental, social, and governance) momentum.

Matarin uses S&P Dow Jones as the calculation agent for the Matarin Global Long-Term Index and the Matarin International (ex -North America) Long-Term Index.As the calculation agent, S&P Dow Jones Indices posts daily values for both indices on the S&P Dow Jones website, and under the tickers WAITGUSP and WAITIUSP, respectively. To explore the factsheets, daily index values, performance, and historical values, click the links below:

Matarin Global Long Term Index

Download the Factsheet (pdf)

Matarin International
(ex-North America) Long-Term Index

Download the Factsheet (pdf)

The Matarin Long-Term Indices utilize the investment philosophy & concepts from Matarin’s active strategies and were developed in partnership with:

  • S&P Dow Jones Indices
  • Sustainalytics
  • World Economic Forum Young Global Leaders “Impact Lab”

The Matarin Long-Term Indices feature:

  • A large cap, developed markets investment universe
  • Multi-factor stock return forecasts of the Patience Premium
  • Specialized Environmental, Social and Governance (ESG) factors
  • Fossil-free and tobacco-free investment
  • Tight risk controls relative to traditional benchmarks
  • Index calculations in British Pound, Canadian Dollar, Euro, and U.S. Dollar

See the video clips from S&P Dow Jones Indices and CNBC Halftime Report highlighting Matarin’s Index launch and investment philosophy.

S&P Dow Jones Indices: Does Patience Pay?

Date: 5/12/19Runtime 8:25

Matarin Capital's Nili Gilbert gives ger view of the market and discusses the launch of Matarin's new index fund that focuses on long-term, sustainable investing.

Sustainable Investing and Getting Paid to Wait

Date: 2/26/19Runtime 12:32

Matarin Capital's Nili Gilbert gives her view of the market and discusses the launch of Matarin's new index fund that focuses on long-term, sustainable investing.

Media and Press Releases

NAIC: Matarin Capital Mgmt. Innovating in a Changing Market – Read The Article

CGTN Bloomberg Global Business Forum Interview – Watch The Video

Financial Times – Unleashing Your Inner Activist Panel – Watch The Video

What ESG and Climate Mean to Portfolios – Listen To The Podcast

Matarin Capital Mgmt. Launches ‘Patience Premium’ Indexes by Emerging Manager Monthly

A New Tool Will Help You Invest for the Long-Term by Family Capital – Read The Article

Executive Perspective: The Patience Premium by Thomson Reuters – Read The Article

Patience Premium’ Indexes Pitched at Sustainable Investment Pack by Bloomberg

S&P Dow Jones Indices: Matarin Capital Long-Term Index Launch Announcement(Press Release 3/27/19) – Read The Article

Matarin Capital Selects S&P Dow Jones Indices to Calculate New Custom Indices(Press Release 3/27/19)

Long Term Investors Should Consider a Company's Social Impact – Watch The Video

Disclosures: S&P Dow Jones Indices

The goal of the Matarin Global Long-Term Indices is to identify stocks that exhibit a blend of factors that are expected to offer an attractive multi-year return. Any changes to, or deviations from this methodology are made in the sole judgement and discretion of Matarin Capital Management, LLC (“Matarin Capital”).

The Index is the property of Matarin Capital which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third party licensors (collectively, “S&P Dow Jones Indices”). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Index. “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 MCM. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”), and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”).

The “S&P BMI Developed Markets LargeCap Index SM” is a property of S&PDJI and/ or their third party licensors and has been licensed by S&PDJI for use by Matarin Capital in connection with the Index. S&PDJI shall have no liability for any errors or omissions in calculating the Matarin Capital Index. S&PDJI does not endorse Matarin or its strategies.