Share this page | Email | Contact Us

Special Report on

Passive Investing Index Funds

passive investing index funds special research report Photo by
using computer models that require minimum human intervention, while other more sophisticated ones will buy derivatives to help achieve its investment objective. The lack of active management usually means lower fees, which is one of the primary advantages of this type of fund. John Bogle, the founder of the Vanguard Group, is highly credited to creating the first index fund for the public.  It’s flagship index fund, the Vanguard 500 Index Fund (which tracks the S&P 500 index), started with assets of $11 million and now consists of assets under management in the range of $100 billion. Bogle is a strong believer that while ...
Investing: Does Past Performance Matter? - The Curious Capitalist ...
Somewhere in every mutual fund offering is the cautionary language noting that "past performance is not an indicator of future outcomes."  It's a simple truth and one that many investors have learned the hard way,  by buying yesterday's star performers only to learn that they they were betting on shooting stars, not great investors. Now, a new study from Standard & Poor's says that the evidence against performance chasers is stronger than ever. S&P analyst Srikant Dash  reached that conclusion after studying mutual fund performance across different time periods up until March 2010. Importantly, he took ... market research, surveys and trends
The Art of Outperformance (Jensen) | AdvisorAnalyst Views
“When data contradicts theory in a discipline like physics, there is excitement amongst scientists […]. When data contradicts theory in finance, there is dismissal.” Robert Arnott Active management in the equity field is a notoriously difficult art. In fact so difficult that more and more investors give up and go passive instead. If you can’t beat them, join them. In the US alone, retail investors have withdrawn about $350 billion from active equity managers in the past two years and instead pumped $500 billion into passive investment vehicles (mostly ETFs). Retail investors are not alone. Sovereign wealth ... market research, surveys and trends


Fee Only Investment Advice, Hourly As Needed. Index Funds
Based on a thorough understanding of the client's financial objectives, risk tolerance and investment time horizon; we help them build a diversified portfolio centered around the use of low cost and tax efficient stock index mutual funds. Our investment philosophy is based on extensive academic research, which has shown that trying to beat the stock market is a "loser's game". Numerous studies have shown that attempting to select successful (consistent market beating) ... industry trends, business articles and survey research
depression and investment Resources | BNET
WASHINGTON AFP — John McCain's White House campaign Monday dragged rival Barack Obama back to the domestic fray, scorning his economic plan as a recipe to plunge the United States into a 1930s-style depression . Top aides to the Republican senator vied to steal the thunder from an illustrious panel... Tags : advisor , Agence France-Presse , Bush , depression , FINANCE , Investment , Obama , senator , Taxes Research articles 2008-07-28 Obama confronts US economic 'emergency' WASHINGTON, AFP — White House contender Barack Obama said Monday the faltering US economy was now in the grip of an ... industry trends, business articles and survey research
Active versus passive: the new debate
Passive investing once involved holding a broad-market index fund and comparing performance against an active manager who used the same benchmark. What essentially differentiated an actively managed fund was that it was exposed to individual stock risk, according to a leading indexer. All the other issues, such as style or strategy or stock weighting are now addressed by ETFs and index funds. As a result, by indexing, "you're likely to be close to the market performance," explained David Blitzer, managing director of index management and production at Standard and Poor's, speaking an the IMN Canada Cup of ... market trends, news research and surveys resources
The Hidden Differences Between Index Funds
Think of your trips to the candy store as a child. You'd pick out your favorite candy... let's say it was jelly beans. Orange tasted like oranges and yellow tasted like lemons - but sometime later, the yellow jelly beans you purchased might taste like pineapples, or popcorn! What was up with that? The lesson here, that appearances can't be trusted, can be applied to index funds too. Although an S&P 500 or Dow Jones Industrial Average index fund should each replicate its respective index, the fund's performance is not guaranteed to be the same as others like it or as the index it mimics. Read on to learn about ... market trends, news research and surveys resources


The trader is dead, long live the trader!
and private equity) and passive investing (index funds, exchange-traded funds and certain types of derivatives). Firms that understand how to best match ... technology research, surveys study and trend statistics
PERSI Base Plan Investment Policy :. Public Employee Retirement ...
The Retirement Board ("Board") of the Public Employee Retirement System of Idaho ("System") hereby establishes its Statement of Investment Policy for the investment of the trust funds ("Trust") in accord with Idaho Code Chapter 13, Title 59. The investment of the Trust will be in accord with all applicable laws of the state of Idaho . A. Sole Interest of Beneficiaries Investments will be solely in the interest of the participants and beneficiaries and for the exclusive purpose of providing benefits to the participants and their beneficiaries and defraying reasonable expenses of administration. B. ... technology research, surveys study and trend statistics
Indexed Investing
Indexed investing is a strategy designed to match a market, not beat it. Done properly, it can be cheap and tax-efficient. After costs and taxes, an indexed investor in a market can beat the average active investor.  Many investment vehicles, both mutual funds and the more recently introduced exchange-traded funds, make it possible for individuals to invest some or all of their assets in indexed strategies. This talk elaborates on these points, describes some of the more attractive funds and shows how indexed investing can be used to help obtain a globally diversified portfolio.   Indexed ...
latest webinars
  1. The Case for Passive Investing - ETF webinar
  2. The Outsider Code Webinar Tomorrow
Join these Webinars to learn more about current research, trends and surveys.
Why do investors increase their chances of investing in Index ...
There is a difference between knowledge and motivation -- you're observing a selection bias also. Seminar attendees self-select for "motivated". Maybe they needed more information, some reassurance, confirmation, or simply more motivation to evoke the action, but you didn't have to motivate them (much). It would be interesting to see whether random people increase their chances of investing in Index funds after hearing you on the radio (or a street corner) or seeing you on TV one time. posted 2 months ago Investor see all my answers Hello Dharmendra, The main objective of the index funds is to sell their product which ...
What's the difference between index funds, and mutual funds ...
mutual funds are like pooled investments of everyones money into one pot that invests in other companies. this allows you to have more for little. indexed funds mimic the benchmark. They do exactly what the benchmark does, also known as passive investing. Advantage is that the trade costs are much cheaper because all the portfolio manager is doing is completely replicating the funds benchmark. the opposite of passive is active. active is where the pm tries to beat the benchmark, costs are higher and more riskier it is. But the more risk, the greater the reward. So within the Mutual Fund, you can have a passive or active ...