Core Strategy to Follow Key Market Indices

The Benchmark strategy seeks to closely follow performance of key market indices. It uses the MSCI ACWI Index, which covers approximately 85% of the world’s investable equity market (and is comprised of approximately 50% U.S. stocks), the S&P 500 Index for additional exposure to domestic markets and the Barclays U.S. Universal Index. It is comprised of Exchange Traded Funds (ETFs) with varying exposure to stocks and bonds, based on investment objective. Benchmark provides flexibility in building investment portfolios by acting as a core strategy to build upon or complement existing strategies.

 


 

  • Exposure to a large number of securities in a single transaction
  • Typically only makes portfolio changes when changes occur in the underlying index
  • Covers U.S. and foreign markets, specific sectors, or a specific class of stock