VAST™ Focused Index Portfolios

A Simplified Approach

VAST Focused Index Portfolios are model SMAs, based on Indices developed by S&P Dow Jones Indices, and exclusive to VAST™. These index strategies can be customized with a small number of security-level restrictions and included in a diversified allocation of index-based SMAs and select ETFs and mutual funds.

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Each Focused Index Portfolio is designed to provide exposure to a specific equity market segment while seeking to enhance after-tax returns relative to a designated S&P Focused Index. The Focused Index tracks a subset of securities, selected and weighted to reflect the performance of a benchmark index.

These portfolios typically have fewer holdings and lower minimum account sizes.

Available Portfolios

  • S&P 500® Focused 50 VAST Portfolio
  • S&P 500® Focused 100 VAST Portfolio
  • S&P 500® Catholic Values Focused 100 VAST Portfolio
  • Dow Jones U.S. Dividend 100 VAST Portfolio
  • S&P 500® ESG Elite VAST Portfolio
  • S&P Developed Markets 100 ADR xUS VAST Portfolio
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Discover VAST Personalized Portfolios

VAST’s investment platform comprises tools to address diverse client goals. Read more about how you can create a fully custom Personalized Portfolio for clients with unique goals and preferences.

Learn More

VAST Portfolios typically invest directly in an optimized subset of securities that seeks to track the performance of the designated index by attempting to mimic the characteristics of the designated index, such as the designated index’s exposure and risk characteristics. VAST Portfolios invest both in securities included in the designated index and securities that are not included in the designated index. The performance of a VAST Portfolio will not be the same as the selected index for a number of reasons; indices typically have far more positions than a VAST Portfolio, which can mean lower volatility, and indices do not have contributions and withdrawals. Indices are unmanaged and it is not possible to invest directly in an index. Financial advisors and financial intermediaries may impose reasonable restrictions on the management of investor account(s) subject to approval by VAS. Please consult our full disclosure document for a discussion of risks related to VAST

The S&P Focused Indices and other indices referenced above are products of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and has been licensed for use by Vestmark, Inc. and its affiliates (collectively, “Vestmark”). S&P®, S&P 500®, US 500 and The 500 are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). These trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by Vestmark. The Vast Focused Index Portfolios based on the S&P DJI indices are not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, and none of such parties makes any representations regarding the advisability of investing in such products, nor do they have any liability for any errors, omissions or interruptions in such indices.

Each of the applicable S&P indices related to VAST (“Index(es)”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Vestmark. © 2023 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones. Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Learn more about Vestmark VAST®