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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What is-an-index-strategy?

Economy & Finance

Transcript of What is-an-index-strategy?