Introducing IB Asset Management’s index tracking portfolios


As an online investment marketplace, our mission at IB Asset Management is to provide a comprehensive array of portfolio choices at the lowest possible cost to help investors meet their financial goals.

We’re always looking to enhance our portfolio lineup to better serve investors.

That’s why we have introduced IB Asset Management Index Tracking Portfolios managed in-house by our investment management team led by Chief Investment Officer Sanjoy Ghosh.

 

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Rules-Based

The IB Asset Management Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments.

IB Asset Management constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited and the Frank Russell Company.

 

Trusted Names

Both are trusted index providers in the investment industry.  

According to FTSE Russell, the top ten investment banks, 97 out of 100 of the top asset managers, 48 out of 50 of the top plan sponsors and the top five global custodians all trust FTSE Russell to benchmark their investment performance and create ETFs, index funds, structured products and index-based derivatives.  

While based on data provided by FTSE and Russell that calculate the indices these portfolios seek to track, these portfolios are not in any way sponsored, endorsed, sold, promoted or recommended by these two index providers.  

 

Value Proposition

We think we offer an attractive value proposition to the discerning investor.

Here’s why:

Low Fees: Our management fee of 0.20%, or 20 basis points, is among the lowest in the industry.

Transparency: Check out positions and trades online at your convenience.

Easy: You can buy and sell these index tracking portfolios online or by phone.

Rebalance: These portfolios are rebalanced every quarter to stay on track with the reference index.

Want to learn more? Check out this link for descriptions of individual portfolios and how to get started.

 

Disclosure: There is not guarantee or assurance that the methodology used to create the reference indices will result in these portfolios achieving high or even positive returns.  The indices upon which the portfolios are based may underperform and could lose value while other indices could increase in value.  While IB Asset Management aims to track the reference index for each of these portfolios as closely as possible and mimic the performance of each index, it makes no guarantee that it will succeed in doing so, or that it will achieve the same performance for clients as the account managing each portfolio has achieved.  Those considering investments in these portfolios should note that there may be similar offerings in the marketplace (i.e., portfolios or investments seeking to track the same index), which may charge lower management fees.  

 

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Interactive Brokers Asset Management
Interactive Brokers Asset Management
IB Asset Management brings an online investment management marketplace to investors so you can access over dozens of portfolio managers, investing strategies, and advice.