IndexIQ

Philosophy

IndexIQ is a leading issuer of liquid alternative solutions focused on absolute return, real asset and international strategies. The firm’s philosophy is to democratize investment management by making innovative alternative investment strategies available to investors in low cost, liquid and transparent products.

Process1

Our robust process has resulted in IndexIQ investment solutions serving as building blocks for modern portfolio diversification, characterized by:

  • Low Volatility
  • Attractive Up/Down Capture
  • Low Correlation to Traditional Asset Classes
  • Liquid, Transparent, Low Cost, Tax Efficient

Moreover, by using liquid ETFs in a process that has full transparency and full disclosure of the positions, the portfolio seeks to provide investors, in a cost effective manner, the positive attributes of hedge funds, while eliminating the structural issues that limit their accessibility and appeal.

History

Formed in 2006, IndexIQ was founded against a backdrop of cutting-edge academic research. Our founding philosophy is to democratize alternative investments by offering institutional class alternative investment solutions, enabling a broader range of investors to take advantage of the attractive risk/return characteristics of hedge funds, while also benefiting from the structural benefits of ETFs and mutual funds.

The firm is a pioneer in replicating the performance characteristics of hedge funds, and its next generation of alternative investments include a lineup of ETFs, a mutual fund, separately managed accounts (SMAs), and ETF model portfolios.

1. The nature of the IQ Hedge products allows for these potential benefits, which typically are not associated with traditional hedge funds.

IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs and NYLIFE Distributors LLC is the distributor of the ETFs and mutual fund. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member FINRA/SIPC.