DIRECT INDEXING | GEM STRATEGY TEAR SHEETS
Direct Indexing allows investors to re-create the characteristics of an underlying index without direct exposure. Direct Indexing allows for greater tax efficiency, increased flexibility and transparency, all while providing market-like risk and returns. Direct Indexing is in an innovative way to invest in the broad market, while still providing the advantages of single-stock investments.
Direct indexing is expected to revolutionize personalized investing and Gallacher Equity Management is at the forefront of this transformational shift. Direct indexing can help.
The GEM Factor Strategies, at their core, are systematic and data-centric, designed to focus on company attributes that have historically led to outperformance. Every quarter, GEM analyzes and ranks thousands of companies based on a multi-factor screening process. These applied quantitative methods are utilized to help advisors shape global, diverse stock portfolios, fine tuned to align with client-specific goals.
A quantitative, process driven strategy with a focus on high-dividend yield.
All encompassing - invests across the value/growth and size spectrum.
GEM All-Cap Growth
Invests in companies of all sizes exhibiting strong growth characteristics.
GEM Smid Growth
A factor approach to investing in small/mid size companies, exhibiting strong growth.
A quantitative process focused on investing in large companies displaying strong growth.
A scientific methodology investing across foreign developed and emerging markets.
Example of replicating an index
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