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IndexIQ Factors Sustainable Europe Equity

The fund invests in a broad range of stocks of large and mid cap European companies that meet sustainable and responsible investing (SRI) criteria. Company weights are determined based on financial criteria and factor ranking, with emphasis on value, quality and low volatility, rather than simplistic market capitalisation. Using this innovative method, the portfolio benefits from overall market growth (beta) while being less exposed to overly expensive and riskier stocks. This approach gives investors a smart exposure to European equity markets. The fund aims to track the performance of the Solactive Candriam Factors Sustainable Europe Equity Index.

IndexIQ Factors Sustainable EMU Equity

Investors gain exposure to equity securities of large and mid cap companies, listed in the Eurozone, which meet SRI criteria. Company weights are determined based on financial criteria and factor ranking, with emphasis on value, quality and low volatility, rather than simplistic market capitalisation. Using this innovative method, the broadly diversified portfolio benefits from overall market growth (beta) while being less exposed to overly expensive and riskier stocks. This approach gives investors a smart exposure to Eurozone equity markets. The fund aims to track the performance of the Solactive Candriam Factors Sustainable EMU Equity Index.

IndexIQ Factors Sustainable Japan Equity

The fund invests in in a broad range of stocks of large and mid cap Japanese companies that meet SRI criteria. Company weights are determined based on financial criteria and factor ranking, with emphasis on value, quality and low volatility, rather than simplistic market capitalisation. Using this innovative method, the portfolio benefits from overall market growth (beta) while being less exposed to overly expensive and riskier stocks. This approach gives investors an intelligent exposure to Japanese equities. The fund aims to track the performance of the Solactive Candriam Factors Sustainable Japan Equity Index.

IndexIQ Factors Sustainable Sovereign Euro Bond

Investors gain access to Euro-denominated investment grade bonds issued by sovereign states that meet Candriam's SRI criteria. The portfolio invests in countries that are well equipped to manage their human, natural and social capital, and provide economic stability. Weighting is determined according to key macro-economic criteria, complemented with factors such as value, quality and low volatility, unlike traditional bond indices which simply focus on amount of debt outstanding. This approach gives investors an intelligent and more diversified exposure to Euro-denominated sovereign bonds. The fund aims to track the performance of the Solactive Candriam Factors Sustainable Sovereign Euro Bond Index.

IndexIQ Factors Sustainable Corporate Euro Bond

The fund gives investors access to Euro-denominated investment grade corporate bonds issued by companies that meet SRI criteria. This allows the portfolio to account for longer-term ESG business opportunities and risk. Weighting is determined based on key financial metrics complemented with factors such as value, momentum, size and low volatility. The highly diversified portfolio will usually contain more than 100 bonds. This approach gives investors a smart exposure to Euro-denominated corporate bonds. The fund aims to track the performance of the Solactive Candriam Factors Sustainable Corporate Euro Bond Index.

WHY INDEXIQ ?

trending_upCONVICTIONIndexIQ provides innovative portfolio solutions, giving investors access to ETFs that benefit from alpha as well as beta. Our sense of conviction and responsibility, underpinned by the desire to build better portfolios for our clients, drives the philosophy behind this pioneering approach.
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thumb_upRESPONSIBLE INNOVATIONWhen it makes sense, we will use Candriam's in-house responsible investment methodology to help our clients benefit from the risk-mitigating alpha brought by taking into account ESG factors. In such situations, we practice what we preach through the use of exclusions, engagement and proxy voting. This means that some of our funds go further in seeking to protect investors from long-term risks to corporate sustainability.
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settingsOPERATIONAL EFFICIENCYIndexIQ's research and development process draws upon the expertise of more than 500 investment professionals at Candriam.
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donePERFORMANCE DRIVEN DIVERSIFICATIONIndexIQ's smart ETFs seek to replicate the performance of benchmarks tailored towards the delivery of superior risk-adjusted returns, rather than investing based purely on market capitalisation of broad indices. We believe this source of diversification provides greater risk protection for our clients. It also means they can participate in long-term market trends, all within the convenience of an ETF structure.
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