QUARTERLY INDEX REBALANCING Q1 2022

Munich, February 2022

QUARTERLY INDEX REBALANCING Q1 2022

Munich, February 2022
F

ew things shape modern life as much as individual mobility. Be it as an expression of freedom and individuality, or as an economic driver. 

To reflect this, we have developed the Solactive Berylls LeanVal Automobility Leaders 100 Index – the AUTO100. It tracks the performance of the 100 most  relevant publicly listed automobility players worldwide. By design, the AUTO100 covers the industry’s entire value chain – from vehicle manufacturers and suppliers, to dealer groups, and providers of mobility services or infrastructure.

Rebalancing updates

Due to Chinese New Year and the associated bank holidays, the timing of this second rebalancing of AUTO100 has been slightly adjusted and took place on 07.02.2022.

After a bullish market throughout October and November, December 2021 was quite volatile and fore-shadowed a market correction. In January 2022 global equities experienced their worst monthly overall performance since March 2020.

Nonetheless, the automobility industry’s performance has been received largely positive by investors: Driven by for example electromobility-related activities, the index has achieved a performance of 89.3% since its start (31.12.2018), totaling an active return (market) of 28.5%.

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Berylls Insight
QUARTERLY INDEX REBALANCING, FEBRUARY 2022 [1MB]
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Authors
Dr. Jan Burgard

Berylls Group CEO

Malte Broxtermann

Principal

Andreas Oesinghaus

Associate

Björn Simon

Consultant

ABOUT THE AUTHOR

Dr. Jan Burgard (1973) is CEO of Berylls Group, an international group of companies providing professional services to the automotive industry.

His responsibilities include accelerating the transformation of luxury and premium OEMs, with a particular focus on digitalization, big data, connectivity and artificial intelligence. Dr. Jan Burgard is also responsible for the implementation of digital products at Berylls and is a proven expert for the Chinese market. Dr. Jan Burgard started his career at the investment bank MAN GROUP in New York. He developed a passion for the automotive industry during stopovers at an American consultancy and as manager at a German premium manufacturer.

In October 2011, he became a founding partners of Berylls Strategy Advisors. The top management consultancy was the origin of today’s Group and continues to be the professional nucleus of the Group. After studying business administration and economics, he earned his doctorate with a thesis on virtual product development in the automotive industry.