The strategy seeks to achieve the returns of the index with the dual objectives of preserving value and managing risk. We believe 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 substantially 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 or index rebalances.
Please note that all investment strategies involve risk. There is no guarantee that the stated investment objectives will be met.
PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.