Exchange Traded Fund Strategies

At BancorpSouth, we make investing easy: the right process, with the right people, along with the right philosophy, equals the right performance. We understand you want your portfolio to be as strong as it can be, so let us help you achieve it.

Exchange Traded Funds (ETFs) are a relatively new, innovative and low cost investment product that represents ownership in a basket of securities that track an index such as the Standard & Poor's 500 Index, Russell 1000 Growth, etc. We offer three different ETF strategies which include:



Growth (95% Equity - 5% Bonds)


Growth with Income

Growth with Income (75% Equity - 25% Bonds)



Balanced (50% Equity - 50% Bonds)

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Investment Philosophy

Five Pillars of our Investment Philosophy

  • There is no such thing as a risk-free investment
  • Know what you own and why you own it
  • The market runs on fear and greed and will overact on the up and downsides
  • Timing the market is impossible to successfully implement on a consistent basis
  • There is no substitute for original investment research

BancorpSouth's strategies generate index-like returns while being extremely inexpensive to the investor. With ETFs, investors buy and sell from one another on an exchange — not with the fund. Thus, ETF shareholders have more control over their tax destiny because they are not impacted by fellow shareholder purchases and redemptions.

Asset Allocation Process

Our investments team researches not only today's trends, but looks for future trends as well to strategically put a plan in place for you and your money. We look at:

  • Economic Analysis
  • Fundamental Analysis
  • Relative Strength
  • Technical Analysis
  • Market Research
  • Current Events

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