Custom Indices
Our proprietary indices provide clients with a broad range of benchmarks for managing their long-term investment objectives.
We’ve developed a customized index for each of our portfolios in our Global and U.S. Multi-Asset investment strategies. These benchmarks are optimized, available in a variety of risk levels, and based upon ETFs that have been selected for their diversification, quality, cost, and tax efficiency.
Explore Global and U.S. Model Portfolios
The indices are not investable securities. Any investable security would have performance reduced by fees. Past performance does not guarantee future results. As market conditions fluctuate, any investment's investment return and principal value will change. Diversification may not protect against market risk.
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We offer customized index solutions to ETF providers, banks, asset managers, and institutions worldwide.