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Efficient exposure to a broad range of traditional market-cap indices
Transparent end-to-end process focused on minimising implementation costs
Disciplined risk-controlled investment approach
Physical replication (full or optimised)
Intelligent implementation of index changes, corporate actions and dividend enhancement
Global, regional and single country indices
Multiple vehicles: ETFs, pooled funds, segregated mandates
Passive funds are only as good as the indices they track. Index selection is a major contributing factor to strong investment performance.
We select indices with the greatest transparency and liquidity that capture the best possible representation of the market
We take a pragmatic approach to managing index funds with two equally important objectives: close tracking and increasing risk-adjusted returns
Our tracking methodology and management approach focus on adding value; we aim for returns that closely track the index, while remaining within target tracking tolerances.
Our teams have a clear focus on managing risk at the start of the portfolio construction process and on a daily basis thereafter
We minimise explicit and implicit transaction costs to mirror index returns as closely as possible
Portfolios are implemented using physical replication and optimisation
Intelligent and efficient handling of index changes, corporate actions and dividend enhancement
The large scale and the diversity of our index strategies allow us to deal at competitive prices and minimise costs for our clients
Our index-based strategies cover global, regional and country indices using multiple vehicles such as ETFs, pooled funds, segregated mandates
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate.
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Terms and conditions
This website is intended exclusively toward professional investors in the meaning of Art. 4 para 3 letter a – g of the Swiss Financial Services Act (FinSA).
The offer and sale of collective investment schemes are subject to the respective national laws and other statutory regulations of the individual countries. We ask for your understanding that access to the following website is only permitted to professional investors within the meaning of Art. 4 para 3 letter a – g FinSA and who have their permanent residence in Switzerland and meet the additional requirements set out in the terms.
a) Financial Intermediaries as defined in the Banking Act of 8 November 1934 (BankA), the Financial Institutions Act of 15 June 2018 (FinIA) and the Collective Investment Schemes Act (CISA) b) Insurance Companies as defined in the Swiss Insurance Act (ISA) c) Foreign Financial Intermediaries and Insurance Companies subject to prudential supervision as mentioned in a) and b) d) Central Banks e) National and Supranational public entities with professional treasury operations f) Occupational Pension Schemes with professional treasury operations g) Occupational Pension Institutions providing professional treasury operations h) Companies with professional treasury operations
This website is not intended towards professional clients who are not institutional clients according to Art. 4 para 4 FinSA and who wish to declare to be treated as retail clients according to Art. 5 para 5 FinSA (opting in).
In case none of the above criteria applies to you or the institution you represent, you are not allowed to visit this website.
By clicking “Accept” I confirm that I have read and accept the important information linked above and that I am a professional investor according to Art. 4 para 3 letter a – g FinSA.