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BlueStar Indexes and Aperio Launch Israel Exposure Tilt Strategy

 

New York, NY and Sausalito, CA - September 13, 2017 (Investorideas.com Newswire) Aperio Group, LLC and BlueStar Indexes® announce the launch of the first-ever investment strategy designed to overweight public companies that have a strong connection to the Israeli economy and its widely recognized innovation ecosystem.

BlueStar's Israel Exposure Universe features more than 350 leading global multinationals—such as Intel, Apple, Cisco, Nestle, Mylan, HP, Berkshire Hathaway, and Singapore Telecoms—and represents a broad cross-section of companies in diverse sectors, from information technology to health care, financials, and consumer discretionary/staples. BlueStar has identified these companies as having a major or material presence in Israel's economy and/or participating in Israel's technological dynamism. Approximately 70% of the companies are American, 25% developed international (mostly from Europe), and 5% from emerging markets.

Aperio's Israel Exposure Strategy is designed to track a broad global, international, or domestic equity market benchmark, depending on a client's preference. Investors can further customize the strategy to reflect additional ESG/SRI values, focus on harvesting tax losses, and/or tilt the portfolio toward factors such as high quality, low volatility, or momentum.

"BlueStar is thrilled to partner with Aperio in introducing our unique Israel Exposure Universe dataset and assisting in bringing customizable Israel-tilted strategies to Aperio's sophisticated clients," says Steven Schoenfeld, Founder and Chief Investment Officer of BlueStar Indexes. "We believe that greater awareness of Israel's integration in and indispensability to the global economy can be aligned with investors' values, and with their portfolios," he adds.

"Financial advisors are increasingly challenged to construct smart investment strategies that reflect the values and/or missions of their clients," says Liz Michaels, Aperio's Director of ESG/SRI Strategies. "BlueStar's data provides us with an additional tool to help clients interested in aligning their interests in Israel in thoughtfully designed, risk-controlled, low-cost portfolios. We are excited to integrate this new offering into our solution set."

Israel is known as one of the fastest-growing OECD economies and a leading innovator in the global technology ecosystem. Its companies and academics have been pioneers in the fields of cybersecurity, autonomous vehicles and robotics, defense technology, software, Agri-Tech and Clean Tech strategies, big data, medical devices, and biotechnology.

About BlueStar Indexes®

BlueStar Indexes is a research-focused financial firm that specializes in Israeli capital markets. BlueStar's mission is to develop investment strategies that provide global institutional and retail investors efficient access to the full range of Israeli asset classes. BlueStar's flagship products are the BlueStar Israel Global Index® (BIGI®), a benchmark designed for broad, deep, and complete coverage of Israeli companies, providing balanced sector exposure to Israel's dynamic economy; and the TASE-BlueStar Israel Global Technology Index™ (TA-BIGITech®). The NYSE-listed ISRA Israel ETF, two TASE-listed ETNs sponsored by Psagot and an I.B.I. index tracking fund track BIGI®. The TASE-BlueStar Israel Global Technology Index™ is tracked by the Nasdaq-listed ITEQ® ETF and two Israel-registered TA-BIGITech® index-tracking products managed by KSM.

BlueStar's insights provide a unique global perspective on Israel's economy, its equity and fixed-income markets, and the key sectors driving investment performance in the Israeli market.

About Aperio Group

Aperio Group, LLC, based in Sausalito, California, designs and manages custom portfolios to track index benchmarks or deliver targeted risk, factor, geographic, or industry exposures customized to a client's specific tax situation, values, and/or desired economic exposure. As an investment advisor, Aperio works with both taxable and tax-exempt investors to track a broad range of US and international indexes. For more information, visit www.aperiogroup.com. Form ADV Part 2A contains complete information regarding the firm's services and fees, which can be obtained at www.adviserinfo.sec.gov. This press release is for informational purposes only and should not be considered a recommendation to buy or sell any types of securities.

Aperio's strategies are available in separately managed accounts (SMAs) through select intermediaries approved by Aperio at a $1 million minimum.

Media Inquiries

US

Liz Michaels, Aperio Group
(415) 339-4310
lmichaels@aperiogroup.com

Stoyan Bojinov, Arro Financial Communications (on behalf of BlueStar)
(224) 622-6637
sbojinov@arrocomm.com

Israel

Tzlill Keren-Blum, BlueStar Indexes
+972 54-565-1193
tkeren-blum@bluestarindexes.com

BlueStar Indexes® makes no express or implied warranties, and hereby expressly disclaims all warranties of merchantability or fitness for a particular purpose with respect to any of the BlueStar Indexes® or any data included therein. In no event shall BlueStar® have any liability for any special, punitive, indirect, or consequential damages (including lost profits), even if notified of the possibility of such damages.

BlueStar Indexes® and its affiliates make no warranty, express or implied, as to the results to be obtained by any person or entity from the use of the index, trading based on the index, or any data included therein in connection with the trading of BlueStar® index ETFs or for any other use. BlueStar Indexes® and its affiliates make no warranties, express or implied, and hereby expressly disclaim all warranties of merchantability or fitness for a particular purpose or use with respect to the index or any data included therein. The index information calculated and disseminated and any other data disseminated by BlueStar Indexes® or any of its affiliates or agents are for informational purposes only and are not intended for trading purposes. As such, the index information and other information disseminated by BlueStar are provided on an "as is" basis. BlueStar® makes no warranty, express or implied, relating to the index information, including, but not limited to, express or implied warranties of merchantability, fitness for a particular purpose or use, title, or noninfringement. No product using the TA-BIGITech® is sponsored or endorsed by the Tel Aviv Stock Exchange Ltd (TASE). TASE does not make any representation regarding the TA-BIGITech® or the advisability of investing in a product using the same.

Aperio Group, LLC, based in Sausalito, California, designs and manages custom portfolios to track index benchmarks or deliver targeted risk, factor, geographic, or industry exposures customized to a client's specific tax situation, values, and/or desired economic exposure. As an investment advisor, Aperio works with both taxable and tax-exempt investors to track a broad range of US and international indexes. For more information, visit www.aperiogroup.com. Form ADV Part 2A contains complete information regarding the firm's services and fees, which can be obtained at www.adviserinfo.sec.gov. This press release is for informational purposes only and should not be considered a recommendation to buy or sell any types of securities.


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