Sustainable Wealth Management Announces Quarterly Rebalance of the SWM Canadian Energy Income Index ^TM

CALGARY--(BUSINESS WIRE)--Sustainable Wealth Management, an independent provider of energy industry specific indexes, today announced that there will be no rebalancing of the SWM Canadian Energy Income Index ^TM (SWMEIT – Bloomberg) according to the index tactical asset allocation methodology. The index is rebalanced according to the swings in the quarterly price of WTI crude oil versus its 4 quarter moving average. The price trend in the crude market remains in a bear mode. The table below highlights the prior transitions.

Time Period					Tactical Asset Allocation
June 2004 to Sept 2006					Bull Mode
Sept 2006 to Mar 2007					Bear Mode
Mar 2007 to Sept 2008					Bull Mode
Sept 2008 to Current					Bear Mode

When crude oil experiences a precipitous drop like what occurred in the last two quarters, the methodology of the index is to revert to a conservative, income-focused energy stock mix. The information below outlines the asset allocation for the next quarter, effective the beginning of trading on Monday, December 29, 2008.

Current Asset Allocation (Q4, 2008):					Bear Mode
Oil Sands					30%
Canadian Royalty Trusts					70%
New Asset Allocation (Q1, 2009):					Bear Mode
Oil Sands					30%
Canadian Royalty Trusts					70%

The index has seen the income distributions increase significantly over the last four years as the record energy prices have boosted the earnings of the constituents in the index. The recent drop in company share prices at a time of rapidly rising income distributions is creating a unique situation where the distribution yield of the index is at a record level and will increase substantially with the upcoming new asset allocation switch. Historically the index has yielded an average of 5.11% trailing 12 month distribution with a range of 12.27% to 2.30%. The current 12 month trailing yield is 11.23%. The projected forward yield of the index is currently 15.27% as of December 24, 2008 closing prices.

Performance statistics and index methodology and constituents are available on the index website, http://www.swmindex.com/canadianenergy. An exchange-traded fund based on the SWM Canadian Energy Income Index ^TM has been launched by Claymore Securities, Inc. and trading began on July 3, 2007. For more details, visit the following link: http://www.claymore.com/etf