INTELLIGENT INDEX FUND PORTFOLIO MANAGEMENT
Jake Weaver, CFA
Head of Equity Index Management
By seeking to minimize risk and maximize liquidity, our intelligent indexing is designed to help investors closely track to their goals and objectives.
Intelligent indexing refers to the skill it takes to manage index strategies effectively and cost efficiently so that investors can achieve their desired outcomes. Our integrated global platform is backed by significant scale, range and infrastructure.
A Global Leader in Equity Indexing
Our investment philosophy and objective are executed through our three-faceted Intelligent Indexing® approach. A dynamic investment process, centered on efficiency, is designed to avoid unintended exposures, cost and tax implications.
Portfolio Construction Objectives
- Minimize active risk
- Maximize liquidity
- Address the trade-off between active risk and transaction costs
- Manage market impact of trading
- Research ongoing index events
- Utilize integrated technology
Multi-dimensional Risk Controls
- Monitor portfolio daily
- Conduct both pre- and post-trade compliance
- Oversee performance on a continuing basis
Global Index Capabilities
Unless otherwise noted, rankings appeared in "Special Report on the Largest Money Managers," P&I 6/6/2022. Ranking based on total worldwide AUM of $1.3T as of 12/31/2021.
$677.4BNTAM Equity Index - Assets Under Management*
5thLargest Equity Index Manager in U.S. and Non-U.S.**
*As of September 30, 2023
**Total worldwide assets under management. Rankings are calculated based on 444 investment management firms responding to P&I’s online questionnaire. To qualify for inclusion in the rankings, each firm must manage assets for U.S. institutional tax-exempt clients, such as qualified retirement plans, endowments or foundations, and answer the minimum required questions. The above rankings are not indicative of future performance.