Journal of Indexes: Customized Index Solutions
4th Quarter 2002
by Journal of Indexes Staff
by Agustin FleitesThe author believes index funds and ETFs are not always the most efficient choice, and discusses how advisors can intelligently use ETFs.
by Steve BerkleyThis article covers the unique issues fixed-income indexes face, how they vary from equity indexes, and how and why they are customized.
by Matthew MoranUsed judiciously, derivatives may help dampen risk and bring stability to portfolio returns. Author discusses use of a buy-write strategy.
by Peter Wall and Carmen CampolloThe authors discuss when and how index customization is employed, focusing on socially responsible screening and international equities.
by Brad ZiglerDo we need a better class of criminal? The author maintains that the recent spate of indictments are weak bids for his Felons Index title.