null MSCI World ex-US index

MSCI World ex-US index

Large Cap Mid Cap Equity International
  • Benchmark MSCI World ex-US Index
  • Inception Date May 2010

Strategy Overview

The strategy seeks to achieve the returns of the index with the dual objectives of preserving value and managing risk. We believe that meeting our client performance objectives in a risk-controlled, cost-effective manner is the key to quality indexing that persists through time. Portfolio managers use full replication, holding each index security in its proportional weight. This method limits the need for rebalancing and reduces transaction costs relative to other indexing methods. Ongoing portfolio maintenance includes a strategic trading approach when rebalancing the portfolios due to benchmark changes such as corporate actions and/or index rebalances.
 

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.