INDEXIQ ADVISORS LLC Overview

Indexiq Advisors Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 17 employees, of which 14 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 126% of the manager's regulatory AUM.

INDEXIQ ADVISORS LLC StockAlpha

-2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

INDEXIQ ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LQD 13.22% ETF -4.91% -0.84% 0 4%
BSV 13.02% ETF -1.2% -0.35% 2 3%
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FEATURED IN
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INDEXIQ ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Adam S. Patti Chief Executive Officer July-2007
Gregory D. Bassuk Chief Operating Officer And Chief Compliance Officer July-2007
David L. Fogel Chief Financial Officer October-2008

INDEXIQ ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

INDEXIQ ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


There can be no assurances that a client will achieve its investment objective or that the strategies pursued and methods utilized by IndexIQ will be successful under all or any market conditions.

I. Investment Strategies for RICs (ETFs and Mutual Funds)

Passive ETF Investment Strategies

IndexIQ’s passive ETFs generally seek investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index (the “Underlying Index”). The Underlying Indexes used by ETF clients generally seek to track the performance of specific a) alternative investment strategies by tracking, for example, the “beta” portion of hedge fund returns (i.e., that portion of the returns of hedge funds that are non-idiosyncratic, or




10
unrelated to manager skill) of a combination of hedge fu...
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INDEXIQ ADVISORS LLC Portfolio Concentration

INDEXIQ ADVISORS LLC Location

800 WESTCHESTER AVENUE
SUITE S-710
RYE BROOK, New York
UNITED STATES, 10573

INDEXIQ ADVISORS LLC Contact Information

Phone Number: 914-697-4946
Fax Number: 914-697-4995
Website:

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Disclaimer

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