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Intelligent Indexing®

Quantitative StrategiesTax AdvantagedIndexMulti-Manager

Efficient and Effective Indexing Seeking Better Investor Outcomes

Jake Weaver, CFA

Jake Weaver, CFA

Head of Equity Index Management
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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 Advantages

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

Implementation

  • 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

$701.1BEquity Index - Assets Under Management*

Top 5Largest Equity Index Manager in U.S. and Europe

*As of December 31, 2020. Source: Northern Trust Asset Management (NTAM) Finance.

A long, consistent track record tested over decades and market cycles