S&P 600® Index

The strategy seeks to achieve the returns of the index with the dual objectives of preserving value and managing risk. We believe that meeting our client performance objectives in a risk-controlled, cost-effective manner is the key to quality indexing that persists through time. Portfolio managers replicate a majority of the total capitalization of the index and sample from the remaining securities, which are selected to reflect the characteristics of the index. Ongoing portfolio maintenance includes a strategic trading approach when rebalancing the portfolios due to benchmark changes such as corporate actions and/or index rebalances.