Equity Index – Efficient Betas

Geode’s equity indexing strategies attempt to provide efficient betas that track the performance and characteristics of the benchmark through the balancing of risk, return and cost.  We have a comprehensive lineup

of strategies that give an investor the tools for equity index investing.  The portfolio management team is supported by robust research, technology and trading to help them achieve the desired efficient beta.

 
 
STRATEGIES
BENCHMARK

U.S. Large-Cap Core

S&P 500® 
S&P 100® 

U.S. All-Cap

Dow Jones U.S. Total Stock Market SM 
NASDAQ Composite® 
Russell 3000® 

U.S. Small/Mid Cap Core

Dow Jones U.S. Completion Total Market SM
Russell 2000®
Russell Midcap®

International

MSCI EAFE® 
MSCI-All Country World, ex-U.S.® 
FTSE®  Emerging 

Thematic

FTSE® NAREIT
Dow Jones U.S. Select Real Estate Securities Index® 
S&P Global Clean Energy 
S&P Global Water
DAX Global Agribusiness 
 

 

S&P, S&P Indices, S&P 100, S&P 500, S&P 1000, S&P Composite 1500, S&P Midcap 400, S&P Smallcap 600, and Standard & Poor's are registered trademarks of Standard & Poor's Financial Services LLC

Dow JonesԠ, Ԅow Jones U.S. Total Stock Market IndexSMԬ Dow Jones U.S. Completion Total Stock MarketSM" and Ԅow Jones U.S. Select Real Estate Securities IndexSM"  are service marks of Dow Jones & Company, Inc. and have been licensed for use

NASDAQ stock symbols are proprietary to NASDAQ

Russell Investments is the owner of the trademarks, service marks and copyrights related to its indexes

MSCI, Barra, RickMetrics, ISS, CFRA, FEA, EAFE and all other marks and logos used on the web site (including the names of all MSCI indices and products) are trademarks and service marks of MSCI or its subsidiaries

FTSE International Limited ("FTSE") ɠFTSE (2011) FTSEϩs a trade mark of London Stock Exchange Plc and The Financial Times Limited and is used by FTSE under licence.  All rights in the FTSE Indices vest in FTSE and/or its licensors. Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE Indices or underlying data

S&P, S&P Indices, S&P Thematic Indices, and Standard and Poor's are registered trademarks of Standard and Poor's Financial Services LLC

DAXΠand DAXglobalΠare registered trademarks of Deutsche Borse AG

 

Geode’s equity indexing strategies attempt to provide efficient betas that track the performance and characteristics of the benchmark through the balancing of risk, return and cost.  We have a comprehensive lineup

of strategies that give an investor the tools for equity index investing.  The portfolio management team is supported by robust research, technology and trading to help them achieve the desired efficient beta.