what is an index strategy?

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An index strategy is a flexible "Macro strategy", enabling diversified

investment, controlled risk, and agile responsiveness to changing

conditions in the investment arena.




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Unlike stock strategies, with an index strategy, one investment can be made

without risking everything on the fortune of a single company.




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Unlike bond strategies, with an index strategy, investments may achieve significant

appreciation when stock markets rise.




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Unlike mutual fund strategies, with an index strategy, investment managers can

invest during the local time zones of countries throughout the world.




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Index strategies enable your investment manager to quickly reposition your

portfolio for nearly every imaginable scenario, within minutes or seconds of a

development 24 hrs per day, 6 days a week. Stocks only trade during regular

market hours and often respond unpredictably to market developments.




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Index strategies can be designed to profit during periods of rising or falling interest

rates and low or high economic confidence, whereas bond strategies are less

flexible to changing economic conditions.




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Unlike mutual fund strategies, with an index strategy your investment manager

can buy, sell or change direction as necessary during normal market hours.




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Index strategies enable your investment manager to quickly reposition your

portfolio for nearly every imaginable scenario, within minutes or seconds of a

development 24 hrs per day, 6 days a week. Stocks only trade during regular

market hours and often respond unpredictably to market developments.




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Index strategies can be structured to profit from uncertain interest rate

environments or credit risk scenarios while still providing a fixed yield. Whereas

bond strategies are generally limited to profit potential from a “single scenario”

thesis.




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Index strategies can shift exposure levels to manage risks or seize opportunities as

necessary. Mutual fund purchases and sales are executed after market hours and

without clarity of the prices to be paid or received.




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ISA's research goal is to think beyond yesterday's assumptions, seek insights, and

think innovatively to break new ground and redefine areas of opportunities for

investors.




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To learn more about how our investment capabilities can

help you, please make an appointment by selecting:

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what is an index strategy?

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