Index Fund Management

• ETF Funds
• Mutual Funds
• Commingled Vehicles
• Separate Accounts

Benchmark Creation

• Custom benchmark development based on client specific objectives and risk requirements.

Cash Equitization

Beta Replication

Special Expertise in ETF Management

• Tax managment in domestic and international funds to minimize distributable capital gains.
• Extensive experience with ETF Authorized Participants to commit to complex, sensitive, capital-intensive trades.

Developed, Emerging & Frontier Markets

Expertise & Consideration given to:

• Liquidity constraints
• Currency controls and repatriation of dividend income.
• Restrictions on stock movements - particularly challenging within ETF create/redeem process.
• Regulatory issues and constraints.