Index Investing


Assets

$2.1T

Total indexing assets under management *


Professionals

130

Index investment professionals globally


Experience

40+ Yrs

Delivering precision index investing


Getting to Operational Alpha

Cost Paid
Sticker Price
Securities Lending
Vehicle Selection
Manager Selection

Applying a DC Lens

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. 

 

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

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Footnotes