5 min read.

Who chooses what is included in each investment strategy?

12 September 2019

The companies and assets included in each investment strategy are chosen by investment providers who create the strategy. This is third-party investment providers, such as BlackRock, Vanguard or Invesco. For many of the investment strategies we offer, the investment provider chooses investments to replicate a particular index, which has been created by an index provider, such as MSCI. Details will be on the Key Investor Information Document (KIID) relating to the strategy.