What is-an-index-strategy?

Expert investing advice. World-class investment research. FOR MORE INFORMATION PLEASE VISIT - WWW.INDEXSTRATEGYADVISORS.COM

An index strategy is a flexible "Macro strategy", enabling diversified
investment, controlled risk, and agile responsiveness to changing
conditions in the investment arena.

Slide 1 of 14
CALL 1-800-984-0268 TO SPEAK WITH AN INVESTMENT ADVISOR © COPYRIGHT 2011 INDEX STRATEGY ADVISORS, INC. ALL RIGHTS RESERVED


Unlike stock strategies, with an index strategy, one investment can be made
without risking everything on the fortune of a single company.

Slide 2 of 14


Unlike bond strategies, with an index strategy, investments may achieve significant
appreciation when stock markets rise.

Slide 3 of 14


Unlike mutual fund strategies, with an index strategy, investment managers can
invest during the local time zones of countries throughout the world.

Slide 4 of 14


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.

Slide 5 of 14


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.

Slide 6 of 14


Unlike mutual fund strategies, with an index strategy your investment manager
can buy, sell or change direction as necessary during normal market hours.

Slide 7 of 14


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.

Slide 8 of 14


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.

Slide 9 of 14


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.

Slide 10 of 14


Slide 11 of 14


Slide 12 of 14


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.

Slide 13 of 14


To learn more about how our investment capabilities can
help you, please make an appointment by selecting:

TALK AN ADVISOR

at
www.indexstrategyadvisors.com

Slide 14 of 14

What is-an-index-strategy?

More Related Content

What's hot

Viewers also liked

Similar to What is-an-index-strategy?

Recently uploaded

What is-an-index-strategy?