FlexShares Quality Dividend Fund (QDEF)

Overview

The described company is engaged in offering investment solutions that focus on deriving high-quality income-oriented returns for its clients. It specifically targets U.S. equity securities, aiming at long-term capital growth. The company's strategy is to select a range of companies that together provide exposure to a solid income-generating portfolio. This selection is guided by a criteria meant to represent a balance between risk and return, with a targeted overall beta of 0.5 to 1.0 relative to the Northern Trust 1250 Index. This index is a benchmark for U.S. domiciled large- and mid-capitalization companies, adjusted for float and market capitalization. Through this approach, the company strives to offer its clients a carefully curated investment portfolio that not only seeks to grow capital over the long term but also manages risk by adhering to specific beta targets.

Products and Services

• High Quality Income-Oriented Investment Portfolios

  This product focuses on generating income through investments in U.S. equity securities. It is tailored for investors looking for income generation coupled with long-term capital growth. The portfolio is carefully constructed to include companies that aggregate to expose investors to a high-quality income stream, while simultaneously aiming for long-term capital appreciation.

• Risk-Managed Investment Solutions

  The company offers investment solutions that come with a managed level of risk, specifically targeting an overall beta of 0.5 to 1.0 relative to the Northern Trust 1250 Index. This approach is designed for investors seeking to mitigate risk in their investments while still participating in the potential growth of U.S. domiciled large- and mid-capitalization companies. By maintaining a targeted beta, the company's investment solutions aim to provide a balanced exposure to market movements, making them suitable for risk-conscious investors.