STRATEGIES

We take a partnership approach to developing strategies that provide solutions for specific client needs. Mellon has four decades of experience managing index strategies spanning asset classes, domiciles, maturities and disciplines. We are dedicated to tightly tracking index benchmarks through even the most challenging market environments.

Our index solutions aim to neutralize risk and preserve value for our clients while delivering low tracking error against their benchmarks.

Client investment challenges inspire us. Clients drive what we do.

Asset Class
Geography
Equity Capitalization
Equity Style
Fixed Income Characteristics

Showing 42 results

Fixed Income

1-3 Year Government/Credit Index

BENCHMARK
Bloomberg® U.S. 1-3 Year Government/Credit Index
INCEPTION DATE
November 2009

Equity

Broad Market Stock Index

BENCHMARK
Russell 3000® Index
INCEPTION DATE
March 1993

Equity

FTSE RAFI US 1000 Index

BENCHMARK
FTSE RAFI® US 1000 Index
INCEPTION DATE
June 2010

Fixed Income

Government Index

BENCHMARK
Bloomberg® U.S. Government Index
INCEPTION DATE
April 1993

Equity

Green Beta℠ Carbon Efficiency

BENCHMARK
Russell 3000® Index
INCEPTION DATE
October 2014

Fixed Income

Intermediate Credit Index

BENCHMARK
Bloomberg® U.S. Intermediate Credit Index
INCEPTION DATE
September 1993

Fixed Income

Intermediate Government Index

BENCHMARK
Bloomberg® U.S. Government: Intermediate Index
INCEPTION DATE
May 1994

Fixed Income

Intermediate Government/Credit Index

BENCHMARK
Bloomberg® U.S. Intermediate Government/Credit Index
INCEPTION DATE
June 2003

Fixed Income

Intermediate Treasury Index

BENCHMARK
Bloomberg® U.S. Intermediate Treasury Index
INCEPTION DATE
November 2001

Equity

Large Cap Growth Stock Index

BENCHMARK
Russell 1000® Growth Index
INCEPTION DATE
April 1993

Equity

Large Cap Stock Index

BENCHMARK
Russell 1000® Index
INCEPTION DATE
December 1986

Equity

Large Cap Value Stock Index

BENCHMARK
Russell 1000® Value Index
INCEPTION DATE
April 1993

Fixed Income

Long Government/Credit Index

BENCHMARK
Bloomberg® U.S. Long Government/Credit Index
INCEPTION DATE
March 2009

Fixed Income

Long Term Credit Index

BENCHMARK
Bloomberg® U.S. Long Credit Index
INCEPTION DATE
September 1993

Fixed Income

Long Term Government Index

BENCHMARK
Bloomberg® U.S. Government: Long Index
INCEPTION DATE
May 1994

Fixed Income

Long Treasury Index

BENCHMARK
Bloomberg® U.S. Long Treasury Index
INCEPTION DATE
April 1986

Equity

Market Completion Stock Index

BENCHMARK
Dow Jones U.S. Completion Total Market Index℠
INCEPTION DATE
May 1984

Equity

Mid Cap Stock Index

BENCHMARK
S&P 400® Index
INCEPTION DATE
October 1995

Equity

MSCI ACWI

BENCHMARK
MSCI ACWI
INCEPTION DATE
September 2010

Equity

MSCI ACWI ex-US IMI

BENCHMARK
MSCI ACWI ex-US IMI
INCEPTION DATE
September 2012

Equity

MSCI ACWI ex-US Index

BENCHMARK
MSCI ACWI ex-U.S.
INCEPTION DATE
June 2008

Equity

MSCI ACWI ex-US Small Cap

BENCHMARK
MSCI All Country World Index (ACWI) ex-U.S. Small Cap
INCEPTION DATE
September 2012

Equity

MSCI Canada Stock Index

BENCHMARK
MSCI Canada Index
INCEPTION DATE
June 2008

Equity

MSCI EAFE Index

BENCHMARK
MSCI EAFE Index
INCEPTION DATE
May 1992

Equity

MSCI Emerging Markets Index

BENCHMARK
MSCI Emerging Markets Index
INCEPTION DATE
July 2009

Equity

MSCI US Stock Index

BENCHMARK
MSCI USA Index
INCEPTION DATE
April 2008

Equity

MSCI World ex-US index

BENCHMARK
MSCI World ex-US Index
INCEPTION DATE
May 2010

Equity

MSCI World Index

BENCHMARK
MSCI World Index
INCEPTION DATE
April 2008

Equity

REIT Index

BENCHMARK
Dow Jones US Select REIT Index℠
INCEPTION DATE
December 2008

Equity

Russell Top 200 Index

BENCHMARK
Russell Top 200® Index
INCEPTION DATE
January 2014

Equity

S&P 500 Index

BENCHMARK
S&P 500® Index
INCEPTION DATE
September 1989

Equity

S&P 600 Index

BENCHMARK
S&P 600® Index
INCEPTION DATE
June 1997

Fixed Income

Securitized Index

BENCHMARK
Bloomberg® U.S. Securitized: MBS, ABS, and CMBS Index
INCEPTION DATE
July 1990

Equity

Small Cap Growth Stock Index

BENCHMARK
Russell 2000® Growth Index
INCEPTION DATE
October 2009

Equity

Small Cap Stock Index

BENCHMARK
Russell 2000® Index
INCEPTION DATE
August 1986

Equity

Small Cap Value Stock Index

BENCHMARK
Russell 2000® Value
INCEPTION DATE
October 2009

Equity

Smid Cap Stock Index

BENCHMARK
Russell 2500™ Index
INCEPTION DATE
November 2006

Fixed Income

US Aggregate Index

BENCHMARK
Bloomberg® US Aggregate
INCEPTION DATE
June 1990

Equity

US Equity Market Index

BENCHMARK
Dow Jones US Total Market Index℠
INCEPTION DATE
November 1987

Fixed Income

US Strips 20+ Year Total Return Bond Index

BENCHMARK
Bloomberg® U.S. Strips 20+ Year Index
INCEPTION DATE
June 2015

Fixed Income

US TIPS Index

BENCHMARK
Bloomberg® U.S. Treasury Inflation-Linked Bond Index (Series-L)
INCEPTION DATE
June 2002

Fixed Income

US Treasury Index

BENCHMARK
Bloomberg® U.S. Treasury Index
INCEPTION DATE
March 2016