In consultation with our clients, we identify a target tracking error; and taking account of the initial investment size, future cash flows and the structure and liquidity of the index, we agree an appropriate indexation strategy.
We take a pragmatic approach to managing indexed strategies, with careful consideration to portfolio turnover and stock liquidity.
The views expressed in this presentation should not be construed as advice on how to construct a portfolio or whether to buy, retain or sell a particular investment. Issued by Aberdeen Asset Management Inc., a registered investment adviser under the Investment Adviser’s Act of 1940.
The Aberdeen Group offers a variety of products and services intended solely for investors from certain countries or regions. Aberdeen does not offer these products or services outside their intended countries or regions. Your country of legal residence will determine the products or services that will be available to you.
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Nothing on this website should be considered a solicitation or offering for sale of any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. Persons residing outside the United States are invited to visit the Aberdeen Group's website for non-U.S. investors for more information about products and services available for them.
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New issues of funds managed by the Aberdeen Group are offered by prospectus only. The prospectus is not an offer to sell, or a solicitation to buy, shares in the Aberdeen funds to any investors in any jurisdiction in which such an offer or solicitation, or resulting purchases or sales, would be unlawful under the laws of such jurisdiction.
UNITED STATES RESIDENTS
The purpose of this website is to provide general information about the US-registered investment advisers which are part of the Aberdeen Group, and the vehicles which they manage or sub-advise. It is not intended as an advertisement or an invitation to buy, or an offer to sell, securities.
Past performance is not indicative of future results, and there can be no guarantee as to the accuracy of market forecasts. Opinions, estimates, and forecasts may be changed without notice. This material is not an offer, or a solicitation of an offer, to purchase any securities, including shares of any investment company, unless preceded or accompanied by a prospectus. The views and opinions expressed are provided for general information only, and do not constitute specific tax, legal, or investment advice to, or recommendations for, any person. We suggest that you consult your financial or tax advisor, accountant, or attorney with regard to your specific situation.
There is no assurance that the investment objective of any portfolio will be achieved. Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies. Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.
Fixed income securities are subject to certain risks including, but not limited to: interest rate, credit, prepayment, and extension. Derivatives are speculative and present the risk of disproportionately increased losses and/or reduced gains when the financial asset or measure to which the derivative is linked changes in unexpected ways.
There are special risks associated with selling securities short. A short position will lose value as the securities price increases. Theoretically, the loss on a short sale can be unlimited. The use of leverage will also increase market exposure and magnify risk. The use of leverage may subject investments to additional risk and could magnify losses.
All information contained in this website is provided in good faith and is believed to be accurate and reliable at the time of compilation. The information in this website is subject to applicable statutes and regulations and is provided "as is" and on an "as available" basis without warranties of any kind. Aberdeen does not warrant that the information on the Aberdeen website will be uninterrupted or error free, or that any information, software, or other material accessible from or related to the Aberdeen website is free of viruses, worms, or other harmful components.
Alternative investments involve specific risks that may be greater than those associated with traditional investments; are not suitable for all clients; and intended for experienced and sophisticated investors who meet specific suitability requirements and are willing to bear the high economic risks of the investment. Investments of this type may engage in speculative investment practices; carry additional risk of loss due to the nature and volatility of the underlying investments; and are generally considered to be illiquid due to restrictive repurchase procedures. These investment vehicles may also involve different regulatory and reporting requirements, complex tax structures, and delays in distributing important tax information. You should only invest in alternative investments or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses.
The applicable prospectus or offering memorandum will contain a listing of the various risks related to the investment and its operations. You should read the prospectus and/or private placement memorandum carefully to determine whether an investment is suitable for you in light of, among other things, your financial situation, need for liquidity, tax situation and other investments. One should always consult a qualified professional advisor before making an investment. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
Asset allocation or diversification does not guarantee a profit or protect against loss.
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