Asset Management

Passive and ETFs

Traditional index funds

Our traditional index funds aim to deliver the return of the underlying benchmark with very low tracking error by controlling risk and maximizing value.

ETFs

Exchange Traded Funds (ETFs) can offer you the advantages of versatility, high liquidity and transparent structures. They provide opportunities for portfolio diversification in a very cost-effective, flexible fashion, combined with the security of a mutual fund.

Customized passive investment portfolios

If you require a more bespoke approach, we can tailor a portfolio solution linked to a broad range of benchmarks, from mainstream regional and global indices to highly customized solutions, all supported by our leading edge proprietary technology.

We believe passive investing requires manager skill, experience and technology to achieve the best performance possible whilst closely tracking the underlying benchmark. We seek to construct a portfolio that delivers the return of that benchmark with very low tracking error by controlling risk and minimizing costs.

Controlling risk

  • The Index and Portfolio Solutions investment process utilizes a full replication approach, holding all constituents where benchmark composition and size allow.
  • Portfolios are managed on our state of the art proprietary indexation and risk systems.

Minimizing cost

We seek to:

  • Minimize trading costs.
  • Avoid price distortions caused by index changes.
  • Implement active corporate governance.