Many investment managers follow a different list of stocks than those included in well-known style indexes, leading to disparities in performance between style indexes and manager universes.
Many investment managers follow a different list of stocks than those included in well-known style indexes, leading to disparities in performance between style indexes and manager universes.
J.P. Morgan Securities Ltd. launched an index for European credit default swaps,
known as the ECSI, on March 1.
Equity Indexes Worldwide | In Local Currencies | |||||||
2000 Price Return (%)
|
1999 Price Return (%)
|
|||||||
|
12 Mos.
|
Weighting by market capitalization is a common but by no means the only way to allocate among developed-country markets. Depending on investor wants and needs, it may not be the best way either. State Street Global Advisors explains the major options considered by its clients.
The flood of Internet indexes and funds has not yet begun to recede
On October 1, FTSE International launched a new series of multinational
indexes.
Granted that active managers cost more for many reasons than passive managers and on average have performed worse, what can you do about it?
Fidelity Investments will keep price ceilings intact on four of its stock
index mutual funds in a bid to stay competitive in the low-cost index fund
market.