ETF Sub-Advising Services

Best in class ETF Portfolio Management

A focus on Index and ETF portfolio management

Our ETF investment process is built around risk control and producing consistent and replicable results. We understand what it takes to minimize tracking error relative to a benchmark and we also understand the unique challenges and tradeoffs in managing ETFs.

We have the experience and the capability to handle all types of mandates and asset classes including passive and active, equity, fixed income, currency, commodity and fund of funds.

We view ourselves as an extension of your business and act with the same kind of pride and ownership as though it were our own. Our team has extensive experience managing index funds in many different vehicles including separate accounts, bank collective trust funds, mutual funds and ETFs.

$13.7B

Assets Under Management

Extensive experience managing ETF portfolios

Multiple

Asset Classes

Equity, fixed income, currency, commodity expertise

All

Index Providers

Relationships with major index providers worldwide

Our Capabilities

  • Full replication and optimization strategies
  • Tracking error minimization techniques
  • Regulatory and tax compliance expertise
  • Multiple fund vehicle experience

Fund Vehicles

  • Exchange-Traded Funds (ETFs)
  • Mutual Funds
  • Separate Accounts
  • Bank Collective Trust Funds