Index

The GameStop story returned short-sellers to the front pages of the global financial press. The Reddit crowd’s “Main Street Takes Revenge on Wall Street” narrative cast these short sellers as…

The following is derived from the Editor’s Snapshot podcast summary of the latest issue of the CFA Institute Financial Analysts Journal. Institutional subscribers and logged-in CFA Institute members have full access to all…

In an ideal world, the set of indices underlying a fixed index annuity (FIA) would remain unchanged throughout the product’s lifespan. Advisers would do their research, make recommendations, and continue…

What does the latest Index Industry Association (IIA) global membership survey reveal about current trends in indexes and benchmarks? Chief among the key data points is that the rapid expansion…

Investors tend to view an index fund’s tracking error in a purely negative light. When a fund fails to track its benchmark especially well, investors’ assumption is that the fund…

Index fund investors have various choices when selecting the weighting style of the funds they hold. There are market cap-weighted indices like the S&P 500 and the Russell 2000/3000, stock…