Custom Equity Index Portfolios
Indexing strategies are not as simple and boring as they might first appear. There are a number of aspects of Capstone’s approach to index portfolio management that are important to understand and could be useful in considering if some form of indexing is an appropriate strategy for your organization or client.
Our custom equity indexation services provide long-term investors with a separately managed portfolio of stocks designed to closely track the total return of a benchmark index while applying client-specified constraints to the portfolio. These constraints often include social, ethical or financial criteria.
To learn more about our custom equity indexation services, click on the link to the left and login to download the PDF presentations.
For more information or access to resources, please contact Capstone's Institutional Services team at 713-260-9000 or email Renée Estridge, Vice President Business Development directly at restridge@capstonefinancial.com
