Capstone’s 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.
All of our index portfolios can be screened for our client’s specific
social, ethical or financial criteria.
Benefits of using Capstone’s indexing services:
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Consistent performance: no active manager
selection risk.
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Low fees: higher returns for your
portfolios.
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Customized portfolios: our index
portfolios will match your institution’s specific social screening
requirements – no “one size fits all” approach.
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Focus on superior client service: we
tailor our services to meet the specific needs of your institution.
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Socially responsible research: our
portfolio management services include screening research. If you don’t
have a list of screened companies, we can create it for you based on
your specifications.
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Experience: Capstone has provided
customized investment portfolios for institutional clients since 1984.
Our Portfolios Include:
Large Cap
Mid Cap
Small Cap
All Cap
International
Custom benchmarks
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