Client Conversations: A "Smart" Way to Index in Your Portfolio
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1 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. The index is unmanaged and not available for direct investment.
2 Strategic beta and smart beta refer to investment strategies that emphasize the use of alternative weighting schemes to traditional market capitalization-based indexes.
3 Data Source: Morningstar, 12/17
4 MSCI USA Index is designed to measure the performance of the large- and mid-cap segments of the US market.
The MSCI information may only be used for your internal use, may not be reproduced or re-disseminated in any form and may not beused as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice ora recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken asanindication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shallany MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)
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