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Our approach to the compilation of the Ascend Index® is as follows:

  • The Index starts at 100 in year 1 of the portfolio based on an annual observation of the collective market values of all the generic types selected for each portfolio.These values are expressed/calculated under deflated dollar terms.

  • The generic values matrices for each of the selected types are deflated against a suitable set of control values (CPI index).

  • If one aircraft type drops out of the equation (e.g. no more 1980 build A300s are left in service, meaning there are no values to retrieve) then the portfolio will be rebased historically to reflect just those types left at the current date.


  • Type-Based Groups

    Each type-based Group is prepresented by one 'generic' aircraft from up to five leading types which were being built and operated in the category year. e.g. The 1980 Narrowbody portfolio index consists of one 737-200Advanced, one DC-9, one BAe 1-11, one MD-80 and one 727-200Advanced, all of which were the most populous types built in 1980. The index for this portfolio is therefore derived from the combined 'market' values of the aircraft that make up the category, in generic value terms. This portfolio is then monitored annually over time, such that by the year 2000 it reflects the current value of the basket of generic aircraft.


    Operator-Based Groups

    Each operator area-based Group will consists of one generic sample aircraft from each of the five main types which were built and delivered in the category year to operators in the given geographic area. e.g. The 1990ASIA portfolio index will be based on the values for one generic example of the five most populous types of aircraft built in 1990 and delivered to Asian operators. The index for this portfolio is therefore derived from the average market value of the combined group of aircraft that make up the category, in generic value terms. This portfolio is then monitored annually over time, as per the type based groups.

    The individual aircraft types in the groups that make up the Ascend Index® are as follows:


    TYPE-BASED GROUPS
    1980 NB 1980 WB     1980 WBF
    Boeing 727-200Advanced Airbus A300B4-200     MDC DC-10-30F/CF
    Boeing 737-200Advanced MDC DC-10-30     Boeing 747-200F
    MDC DC-9-30 Boeing 747-200B      
    Fokker F.28-4000 Lockheed L.1011-500      
    MDC MD-81 Lockheed L.1011-200      
             
    1985 NB 1985 WB 1985 TP    
    BAe 146-200 A310-200 Fairchild Metro III    
    MDC MD-82 Boeing 747-300 BAe Jetstream 31    
    Boeing 737-300 Boeing 767-200 Beech 1900C    
    Boeing 737-200Advanced Boeing 767-200ER Saab 340A    
    Boeing 757-200 Boeing 747-200M Combi Shorts 360    
    1990 NB 1990 WB 1990 TP   1990 NBF
    Boeing 757-200 Airbus A300-600R Dash 8-100   BAe 146-300QT
    MDC MD-82 Boeing 747-400 Embraer Brasilia   Boeing 757-200PF
    MDC MD-83 Boeing 767-300ER BAe Jetstream Super 31    
    Boeing 737-300 Boeing 767-200ER Beech 1900C-1    
    Boeing 737-400 Airbus A310-300 Saab 340B    
    1995 NB 1995 WB 1995 TP 1995 RJ 1995 WBF
    Airbus A320-200 Airbus A330-300 ATR72-200 Canadair CRJ-100 Boeing 767-300ERF
    Airbus A321-100 Airbus A340-300 FD 328-100 Embraer ERJ-145 Boeing 747-400F
    Boeing 737-300 Boeing 747-400 BAe Jetstream 41 Fokker 100 MD-11F
    Boeing 737-500 Boeing 767-300ER Beech 1900D Fokker 70 Airbus A300-600F
    Boeing 757-200 Boeing 777-200 Saab 2000 Avro RJ85  
    2000 NB 2000 WB 2000 TP 2000 RJ  
    Airbus A319-100 Airbus A330-200 ATR42-500 Boeing 717-100  
    Airbus A320-200 Airbus A340-300 ATR72-500 Canadair CRJ-200  
    Boeing 737-700 Boeing 747-400 Dash 8-300 Fairchild Dornier 328Jet  
    Boeing 737-800 Boeing 777-200ER Dash 8-400 Embraer ERJ-145  
    Boeing 757-200 Boeing 767-300ER Beech 1900D Embraer ERJ-135  
             
    OPERATOR-BASED GROUPS
    1985 ASIA 1985 EU  
    Boeing 737-300 Airbus A310-200  
    Boeing 737-200Advanced MDC MD-82  
    Boeing 747-300 Boeing 737-200Advanced  
    Boeing 767-200 Boeing 737-300  
    Airbus A300-600 Boeing 757-200  
    1990 ASIA 1990 EU 1990 US
    Airbus A300-600R Airbus A320-200 MDC MD-82
    Boeing 737-300 Boeing 737-400 Boeing 737-300
    Boeing 737-400 Boeing 737-500 Boeing 737-400
    Boeing 747-400 MDC MD-87 Boeing 757-200
    Boeing 767-300ER MDC MD-83 MDC MD-83/88
    1995 ASIA 1995 EU 1995 US
    Airbus A320-200 Airbus A321-100 MDC MD-90
    Airbus A330-300 Avro RJ85 Boeing 737-300
    Airbus A340-300 Boeing 737-300 Boeing 737-500
    Boeing 737-300 Candair CRJ-100 Boeing 757-200
    Boeing 747-400 Fokker 70 Canadair CRJ-100
    2000 ASIA 2000 EU 2000 US
    Airbus A320-200 Airbus A319-100 Airbus A319-100
    Airbus A330-200 Airbus A320-200 Boeing 737-700
    Boeing 737-800 Airbus A321-200 Boeing 737-800
    Boeing 777-200ER Boeing 737-800 Canadair CRJ-200
    FD 328Jet Embraer ERJ-145 Embraer ERJ-145


     
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