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# Institutional Investments
  (EDT)
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Indexed Equities

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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.

  • Analyse impact of prospective index constituent changes
  • Minimize unnecessary rebalancing
  • Minimize transaction costs
  • Minimize price impact
  • Avoid trading in illiquid stocks
  • Avoid price squeeze points