GIB AM Equity Index
Objective
Exposure to global equities remains a vital source of real, long-term returns in a diversified portfolio. Consistently accessing these returns can be costly, which can detract from performance.
We believe a robust indexation process, reinforced by expert oversight and tailored to investors’ individual objectives, is the most cost-efficient approach to capture global economic and equity market growth through revolving economic cycles.
Approach
We create bespoke equity investment strategies through indexation built around each of our client’s unique objectives and risk parameters. Clients’ portfolios have the flexibility to accommodate any restrictions and ethical considerations, alongside fully-optimised diversification. We believe our deep expertise and knowledge of global markets are significant factors in the success of our equity index strategies. Clients can also call on our expert insights to help shape their long-term investment perspective.
Investors can benefit from our ongoing scrutiny of their portfolios using resilient trading and risk management systems. This – combined with our many years of experience – has given our long-term clients confidence in the index portfolios we manage on their behalf.
Highlights
Bespoke
Bespoke portfolios for each client’s return objectives, risk parameters and ethical considerations
Process
Robust indexation process that is continually refined to ensure its efficacy
Tracking error
Low tracking error through ongoing index monitoring and deep market insight
Cost-effective
Cost-effective approach to achieving global equity exposure through index replication
Client services
Highly attentive client service for long-term relationships
Share classes
Risks
The value of securities and the overall value of any of our portfolios and any income generated by an investment might decrease as well as increase. There are significant risks associated with investment in the products and services provided by GIB and its affiliates. Fluctuations in exchange rates may have a positive or an adverse effect on the value of foreign-currency-denominated financial instruments. Certain investments, in particular: alternative funds and emerging markets, involve an above-average degree of risk and should be seen as long-term in nature. Derivative instruments may involve a high degree of risk. Different types of funds or investments present different degrees of risk.
GIB AM, its affiliates and/or their employees may have a position or holding, or other presentation interest or effect transactions in any securities mentioned or options thereon, or other investments related thereto and from time to time may add to or dispose of such investments
For further information see our Terms and conditions.
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