FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD)

Overview

The provided company profile outlines an investment entity primarily focused on managing a fund that aims to offer investors exposure to a selection of companies with low volatility characteristics, sourced from developed markets excluding the United States. This strategy is executed through the replication of an underlying index curated to capture the performance of these select companies. Essentially, the entity’s mission revolves around providing a risk-adjusted investment product that seeks to minimize the volatility often associated with equity investments, while still affording its clients the opportunity to participate in the global equity markets.

Products and Services

• Low Volatility Equity Fund

  The core offering is a mutual fund or exchange-traded fund (ETF) that aims to track the performance of an index composed of companies exhibiting lower volatility. This fund invests primarily in equity securities and equity-like instruments such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) of companies domiciled in developed markets, excluding the U.S., which are perceived to have lower overall absolute volatility. This investment product is designed for investors seeking a more stable investment experience in international markets.

• Index Replication Strategy

  Central to the fund's investment strategy is the replication of the underlying index, which is meticulously constructed to include a selection of companies with lower volatility. This involves investing at least 80% of the fund's total assets directly in the securities comprising the index or in ADRs and GDRs based on these securities. This method aims to closely mimic the performance of the underlying index while managing transaction costs and maintaining portfolio efficiency.