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Classification Passive/Active (Investment Form)

 

1. Active Investments and Active selection (without managing the underlying, voting possible)

1.1. Active including management activities

1.2.  Activity in selection and management possible

2. Passive Investments

2.1. Synthetic replication

2.1.1. Funded Swaps

2.1.2. Unfunded Swaps

2.1.3. Funded/Unfunded combined

2.2. Physical replication

2.2.1. Full replication

2.2.2. Sampling

2.2.2.1. Optimized Sampling

2.2.2.2. Stratified Sampling

3. Not applicable/relevant