Selects and weights stocks based on fundamental measures of size, providing a more optimal approach to equity indexation than capitalization-weighted indexes. Eliminates a return drag of about 2% a year in developed markets and more in less efficient markets. Available for many countries and regions, size, style and long/short.
Selects and weights bonds based on fundamental measures of size, as opposed to the issuer-weighted method used by traditional bond indexes. Provides enhanced performance with typically less credit risk than traditional indexes. Available for U.S., Developed, and Emerging Markets; series cover sovereigns and credits.
Uses a rules-based investment process that selects low beta stocks and is anchored in the Fundamental Index methodology to ensure investability and large capacity. Available for U.S., Developed, and Emerging Equities.
Uses proprietary models to allocate investment funds among a broad universe of asset classes based on current and forecasted economic conditions and asset class valuations.