Small Cap Equity Index

Our Small Cap Equity Index strategy offers investors passively-managed equity and fixed income portfolios that seek to track the total returns of strategy-specific market indices. We provide investors with broad market exposure and diversification across asset types and sectors, offering customized, client-centric solutions. Our portfolio management process facilitates tight performance tracking through stringent risk controls, while our team approach ensures portfolio management integrity and continuity.

Total Strategy Assets:
$1.4 billion
Portfolio Managers:

Stacey Lituchy, CFA
Norman Hu
Mirsad Usejnoski
Russell 2000® Index1

The Index is a broad based index that measures the US small cap equity market.

Minimum Investment:
$100 million
Inception Date:
January 1, 2011
Available Vehicles:

Separately Managed Accounts

1 The Index is the Russell 2000® Index, a small-cap stock market index comprised of the bottom 2,000 stocks in the Russell 3000® Index. The Russell 2000® Index represents the small-cap segment of the U.S. equity universe. It provides a comprehensive and unbiased small-cap barometer and is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set. The Index is unmanaged, has no periodic or other distributions, retains all earnings and losses which are reflected in the gross asset value over time, and its performance does not reflect the impact of any management fees, taxes or expenses that would be borne by an investor. An investor cannot invest directly in the Index.

Unless otherwise agreed by the parties, there shall be incorporated in any scheme particulars, offering circular, prospectus, or terms and conditions relating to the Licensed Product or Licensed Fund or to any units or shares or other form of interest in the Licensed Fund or Licensed Product (or any similar documents relating to the Licensed Product or the shares or units in the Licensed Fund or the terms and conditions for any issue or transfer of any of them), or in any material published by the Licensee which specifically refers to the Licensed Product or the Licensed Fund a statement in the following terms and substantially the same form: The Russell 2000 Composite (the “Russell 2000 Composite”) has been developed solely by MetLife Investment Management. The “Russell 2000 Composite” is/are not in any way connected to or sponsored, endorsed, sold or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). FTSE Russell is a trading name of certain of the LSE Group companies.

All rights in the Russell 2000® Index: “FTSE Russell Index” (the “Index”) vest in the relevant LSE Group company which owns the Index. “Russell®” is a trade mark(s) of the relevant LSE Group company and is/are used by any other LSE Group company under license. “TMX®” is a trade mark of TSX, Inc. and used by the LSE Group under license. The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent or partner. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Russell 2000 Composite. The LSE Group makes no claim, prediction, warranty or representation either as to the results to be obtained from the Russell 2000 Composite or the suitability of the Index for the purpose to which it is being put by MetLife Investment Management.

Investors should carefully consider their investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information, please email to request more information. Please review the Terms of Use of this site for additional details.