Asset Management

The S&P 500 Index investment strategy seeks a favorable long-term total return by investing in a portfolio of large domestic companies selected to track the U.S. equity markets, based on the S&P 500 Index.

The S&P 500 Index strategy attempts to replicate the S&P 500 Index using a proprietary quantitative process that closely matches the overall investment characteristics of that index. The investment process takes into account access to cash flow, trading activity, and corporate actions in order to maintain the portfolio in line with benchmark.

In addition, the portfolio management team employs proprietary optimizing techniques to evaluate and control portfolio risk, with a goal of maintaining portfolio-tracking error within very close range of the index, while effectively managing trading costs and other portfolio expenses.

Related Professionals

Anne Sapp

Anne Sapp

CFA, Managing Director,
Equity Investments

Jim Campagna

Jim Campagna

Senior Director,
Equity Investments

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