Overview

Customized exposure to passively managed equity indexes.


Objective

Process

Strategy


Seeks indexed exposure to equity market with lower costs than active management.


Uses multiple data sources, proprietary systems and optimization models to build portfolios exhibiting optimal tracking variance.


Invests in customized, passively managed equity portfolios tracking major indexes such as the S&P 600, 500 and 400 indexes.


Objective

Seeks indexed exposure to equity market with lower costs than active management.



Process

Uses multiple data sources, proprietary systems and optimization models to build portfolios exhibiting optimal tracking variance.



Strategy

Invests in customized, passively managed equity portfolios tracking major indexes such as the S&P 600, 500 and 400 indexes.