INDEX (Passive)
ACTIVE
SECTOR
FACTOR (Smart beta)
THEMATIC
ALTERNATIVE

Index (passive)

Tracks major market indices which can cover different asset classes like stocks and bonds and a variety of different geographies and countries.

Active

Available for a wide range of asset classes where fund managers make investment decisions to try and outperform a market index.

Sector

Provides more narrow exposure to companies within particular sectors of the market such as US technology or Canadian energy.

Factor (Smart beta)

A hybrid of active and passive strategies to provide rules-based exposure to securities with desired characteristics (e.g. quality, low volatility, momentum, etc.).

Thematic

Focuses on companies within a specific theme or trend across various sectors such as renewable energy or artificial intelligence.

Thematic

Focuses on non-traditional investments outside of stocks and bonds such as precious metals, real estate, and cryptocurrency, among others.