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Journal of Indexes: Customized Index Solutions

4th Quarter 2002
Editor's Note

Editor's Note

by Journal of Indexes Staff

Articles

ETFs For Advisors

by Agustin Fleites

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

Benchmarks For That Other Asset Class

by Steve Berkley

This article covers the unique issues fixed-income indexes face, how they vary from equity indexes, and how and why they are customized.

Stabilizing Returns With Derivatives

by Matthew Moran

Used judiciously, derivatives may help dampen risk and bring stability to portfolio returns. Author discusses use of a buy-write strategy.

Have It Your Way

by Peter Wall and Carmen Campollo

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

Curmudgeon's Corner

by Brad Zigler

Do we need a better class of criminal? The author maintains that the recent spate of indictments are weak bids for his Felons Index title.
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