Index fund management has been at the heart of our business strategy since 1988; with this strong heritage we have developed our strategies to evolve with changing markets and client objectives.
Passive funds are only as good as the indices they track. Index selection is a major contributing factor to strong investment performance.
We select indices with the greatest transparency and liquidity that capture the best possible representation of the market
We take a pragmatic approach to managing index funds with two equally important objectives: close tracking and increasing risk-adjusted returns
Our tracking methodology and management approach focus on adding value; we aim for returns that closely track the index, while remaining within target tracking tolerances.
Our teams have a clear focus on managing risk at the start of the portfolio construction process and on a daily basis thereafter
We minimise explicit and implicit transaction costs to mirror index returns as closely as possible
Portfolios are implemented using physical replication and optimisation
Intelligent and efficient handling of index changes, corporate actions and dividend enhancement
The large scale and the diversity of our index strategies allow us to deal at competitive prices and minimise costs for our clients
Our index-based strategies cover global, regional and country indices using multiple vehicles such as ETFs, pooled funds, segregated mandates
Cost-efficient index replication
Efficient exposure to a broad range of traditional market-cap indices
Transparent end-to-end process focused on minimising implementation costs
Disciplined risk-controlled investment approach
Physical replication (full or optimised)
Intelligent implementation of index changes, corporate actions and dividend enhancement
Global, regional and single country indices
Multiple vehicles: ETFs, pooled funds, segregated mandates
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.
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Categories of clients who are considered to be professionals:
Entities which are required to be authorised or regulated to operate in the financial markets. The list below shall be understood as including all authorised entities carrying out the characteristic activities of the entities mentioned: entities authorised by a Member State under a Directive, entities authorised or regulated by a Member State without reference to a Directive, and entities authorised or regulated by a third country:
Other authorised or regulated financial institutions;
Collective investment schemes and management companies of such schemes;
Pension funds and management companies of such funds;
Commodity and commodity derivatives dealers;
Locals: firms which provide investment services and/or perform investment activities consisting exclusively in dealing on own account on markets in financial futures or options or other derivatives and on cash markets for the sole purpose of hedging positions on derivatives markets or which deal for the accounts of other members of those markets or make prices for them and which are guaranteed by clearing members of the same markets, where responsibility for ensuring the performance of contracts entered into by such firms is assumed by clearing members of the same markets;
Other institutional investors;
Large undertakings meeting two of the following size requirements on a company basis:
balance sheet total: EUR 20 000 000
net turnover: EUR 40 000 000
own funds: EUR 2 000 000
National and regional governments, including public bodies that manage public debt at national or regional level, Central Banks, international and supranational institutions such as the World Bank, the IMF, the ECB, the EIB and other similar international organisations.
Other institutional investors whose main activity is to invest in financial instruments, including entities dedicated to the securitisation of assets or other financing transactions
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