S&P 500 Index Strategy
The strategy seeks to replicate the performance of the S&P 500 Index before fees and expenses.
Competitive advantages
Active approach
The team’s active approach to systematic factor-based investing aims to generate alpha for their clients superior to passive approaches.
Cutting edge but transparent portfolios
Clients benefit from the latest cutting-edge techniques with full transparency into the drivers of risk and return in their portfolios.
Continuous innovation
While founded on decades of research, continuous innovation is core to the team’s fundamental beliefs.
An active approach to systematic factor-based investing
The team believes company returns are predictable based on quantitative factors. They seek to systematically harvest these factors to generate alpha for their clients.
Key risks
Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.
Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.
Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.
Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.
Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.
