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.
| 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 ACWI | MSCI ACWI | September 2010 | Equity |
| MSCI ACWI ex-US IMI | MSCI ACWI ex-US IMI | September 2012 | Equity |
| MSCI ACWI ex-US Index | MSCI ACWI ex-U.S. | June 2008 | Equity |
| MSCI ACWI ex-US Small Cap | MSCI All Country World Index (ACWI) ex-U.S. Small Cap | September 2012 | Equity |
| MSCI Canada Stock Index | MSCI Canada Index | June 2008 | Equity |
| MSCI EAFE Index | MSCI EAFE Index | May 1992 | Equity |
| MSCI Emerging Markets Index | MSCI Emerging Markets Index | July 2009 | Equity |
| MSCI US Stock Index | MSCI USA Index | April 2008 | Equity |
| MSCI World ex-US index | MSCI World ex-US Index | May 2010 | Equity |
| MSCI World Index | MSCI World 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 |