Features and News

Index Rex

From the Journal of Indexes - The author unveils a methodology that seeks to incorporate the collective decisions of fund mangers into investable benchmarks in an article that was originally published in the Journal of Indexes in Q2 of 2002.

Features and News

Active Funds vs. the Indexes in Q3 2003

S&P's active vs. passive quarterly scorecard showed mixed results in the third quarter. Active funds beat S&P's large- and small-cap indexes while trailing in the mid-cap space -- but indexes win out over the long term.

Journal Of Indexes

Bogle's Corner

Mr. Bogle goes to Washington. The column includes excerpts from his recent testimony before the U.S. House of Representatives.

Journal Of Indexes

Bogle’s Corner

Insightful and brutally candid, indexing legend John Bogle takes a look at the good, the bad and the future of indexing.

Features and News

Rethinking Float Adjustment

Standard & Poor's recently announced a switch to free float methodology for its U.S. indexes. S&P takes a critical look at the issue in a concept paper.

ETF Report

 ETFr Databanks March 2003

Our monthly databank breaks down ETF returns for every market segment.

Journal Of Indexes

Results of Our Index Survey

Journal Of Indexes

Have It Your Way

The authors discuss when and how index customization is employed, focusing on socially responsible screening and international equities.

Journal Of Indexes

ETFs For Advisors

The author believes index funds and ETFs are not always the most efficient choice, and discusses how advisors can intelligently use ETFs.