Benchmark: S&P Composite 1500 Financials Index (Sector)
The S&P Composite 1500 Financials Index comprises financial services companies within the S&P 1500, including banks, insurance firms, and diversified financial institutions.
A financial sector equity strategy focused on U.S. and international banks, insurers, brokers, and lenders, actively managed with sensitivity to economic cycles and macroeconomic indicators.