The 3 M’s®

Commonly, Indexing means investing in such a way to replicate the returns of a basket of investments. Often this basket of investments represents some popular index such as the SP500, which tracks roughly the 500 largest US publicly held companies. At Argos, we take a different approach in our indexing. Academic research, as well as proprietary research by Argos, have shown that various modifications of typical indexes can provide potentially greater risk-adjusted returns over the long-term. For example, adding additional exposure to value and small capitalization factors can increase long-run return. Similarly, our proprietary strategies of TOTAL RETURN® and PROTECTED VALUE® are further examples. Hence, ENGINEERED INDEXING™ describes our creating and utilizing indexes designed to capture more attractive risk and/or return potential characteristics than the unaltered indexes.