by Journal of Indexes Staff

Articles

Plan Sponsor Index Investing

by Nancy Calkins

The use of index strategies is core to pension plan investing. The author explains both the rational for indexing and how pension plans use index products.

All Things Being Equal

by John Serrapere

Not all investable indexes are capitalization- or dollar-weighted. Equal weighting puts a cap-dampening twist on the S&P 500 that many investors find appealing.

The Cutting Edge

by Gary Gastineau

The short volume on exchange-traded funds is astonishing, and highly fluid. Gastineau examines the phenomenon and its implications.

In Indexing We Trust

by Scott Simon

Trust managers who don’t utilize index strategies may well be in default of their fiduciary obligations. A view through the eyes of the Uniform Prudent Investor Act.

Currency Indexing Becomes a Rising Force

by Anthony Scamardella

In a global economy, many investors are subjected to the wildly volatile whims of the currency market. Currency indexes offer a way to control this problem.

Sector Investing With ETFs

by Tim Thompson

Never before have investors had so many ways to invest in sectors, cheaply and easily. The author offers a guide to the competitive sector.

Bogle’s Corner

by John Bogle

With massive commingled account investing, many shareholders are forgoing their duties. Large funds share some of the blame for the governance debacle.