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Index Investing

Our index investing expertise has been sharpened over decades of building and managing some of the world’s most successful index funds.

Getting to Operational Alphaii

Applying a DC Lens

In the DC arena, which serves millions of investors and countless transactions, we work at the intersection of efficiency and innovation and endeavour to challenge the status quo by delivering value beyond fees.

Scale becomes a competitive advantage, enabling us to more easily absorb money movement with less impact to fund performance while also supporting greater overall efficiency. Through our ERISA-qualified collective trust investments (CITs), we can deliver a series of benefits that can generate substantial savings to plans and participants:

Crossing Efficiencies  Tax Gains Securities Lending 

Access to a large-scale internal trading network, allowing managers to sidestep the open market and trade at reduced transaction costs.

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Ability to reduce tax exposure on foreign dividends, translating into increased returns relative to mutual funds. 

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Entrée to transparent securities lending programs, creating the potential to generate additional income for plans and participants. 

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To learn more about our index investing approach specific to DC strategies, contact