Strategies

 Strategies

We take a partnership approach to developing strategies that provide solutions for specific client needs. Mellon has nearly four decades of experience managing index strategies spanning asset classes, domiciles, maturities and disciplines. We are dedicated to tightly tracking index benchmarks through even the most challenging market environments.

Our index solutions aim to neutralize risk and preserve value for our clients while delivering low tracking error against their benchmarks.

Client investment challenges inspire us. Clients drive what we do.

Asset Class

Geography

Equity Capitalization

Equity Style

Fixed Income
Characteristics

Clear All

Showing 18 results:

Equity US
Strategy Name arrow_drop_up arrow_drop_down Benchmark arrow_drop_up arrow_drop_down Inception arrow_drop_up arrow_drop_down Asset Class arrow_drop_up arrow_drop_down
Broad Market Stock Index Russell 3000® Index March 1993 Equity
FTSE RAFI US 1000 Index FTSE RAFI® US 1000 Index June 2010 Equity
Green Beta Carbon Efficiency Russell 3000® Index October 2014 Equity
Large Cap Growth Stock Index Russell 1000® Growth Index April 1993 Equity
Large Cap Stock Index Russell 1000® Index December 1986 Equity
Large Cap Value Stock Index Russell 1000® Value Index April 1993 Equity
Market Completion Stock Index Dow Jones U.S. Completion Total Market Index℠ May 1984 Equity
Mid Cap Stock Index S&P 400® Index October 1995 Equity
MSCI US Stock Index MSCI USA Index April 2008 Equity
REIT Index Dow Jones US Select REIT Index℠ December 2008 Equity
Russell Top 200 Index Russell Top 200® Index January 2014 Equity
S&P 500 Index S&P 500® Index September 1989 Equity
S&P 600 Index S&P 600® Index June 1997 Equity
Small Cap Growth Stock Index Russell 2000® Growth Index October 2009 Equity
Small Cap Stock Index Russell 2000® Index August 1986 Equity
Small Cap Value Stock Index Russell 2000® Value October 2009 Equity
Smid Cap Stock Index Russell 2500™ Index November 2006 Equity
US Equity Market Index Dow Jones US Total Market Index℠ November 1987 Equity