Index Investing Overview

Index investing, also known as passive investment management, simply attempts to track the performance of an index. Investors can use techniques such as full replication or factor optimization to match the index performance.

For many investors, index funds are attractive vehicles due to their low costs and exposure to a desired market. An intangible benefit of index investing is the introduction of an established set of rules that help the investor keep track of his or her objectives.

Features and News

SEC Sends Mixed Signals About Cutting Edge ETFs

Regulatory guidance has been murky about proposed bitcoin and 4x leveraged ETFs.

Index Investor Corner

Where I Disagree With Warren Buffett

I say no to the S&P 500 Index fund and yes to bonds.

ETF Strategist Corner

Response To Arnott’s Fundamental Indexing

Lacking price discovery and bringing more risk discounts RAFI as being a potential equity allocation benchmark.

Daily Hot Reads

Tuesday Hot Reads: Gundlach Shorts ‘SPY,’ Rips Passive Investing

Also, how BlackRock stopped Vanguard from devouring ETF market share.

Features and News

Bogle’s Recipe For Active Manager Survival

The leader of the index revolution says active managers can make it if they put shareholders first.

ETF Report

 The Virtues Of Revenue Weighting

OppenheimerFunds’ Sharon French explains the benefits of revenue-weighted strategies.

Daily ETF Watch

ETF Watch: Vanguard Cuts Expense Ratios

The latest round of fee cutting affects 17 ETFs.

Index Investor Corner

Swedroe: Two Books About Finance For ‘Normal People’

One uses chess to teach important financial lessons to beginners, while the other focuses on behavioral finance.

Index Investor Corner

Swedroe: Europe’s SPIVA Results Are Nothing New

European performance numbers offer no hope for active management fans.