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Research

No Licensing Fees For Index Developers

By David M. Klein | March 20, 2008

Ruling may incentivize futures exchanges to focus development on ETF-linked derivatives to avoid payment.

Active Indexer Sees Bad Times Ahead

By John Serrapere | March 18, 2008

Stagflation and protracted recession likely.

Defend & Advance

By John R. Serrapere | March 10, 2008

The Active Indexer is back: Serrapere's portfolio outperforms in 2007 and early 2008.

An Easier Path to Real Returns

By Rob Arnott and John West | March 05, 2008

Is the inflation hedging promise of stocks in the real return space overstated?

Treasury Yield Curve (The 'Core' Portfolio)

By Ronald Ryan | March 04, 2008

Comparing any investment to its risk-free version can reveal its intrinsic value.

Six Essential Advantages Of ETF Investing

By Dan Wiener and Jim Lowell | March 04, 2008

Key elements illustrate how ETFs can provide investment edge to a portfolio.

The Credit Crunch, The Market And Redemptions

By J.D. Steinhilber | February 25, 2008

Failed bond auction provides short-term boost for munis, but is it enough?

BuyWrite Strategies

By Michael Oyster | February 13, 2008

Lower volatility but trade-offs on upside.

Data Tool Updated

By IndexUniverse Staff | February 11, 2008 IndexUniverse.com's data tool is now updated with data through January 31, 2008.

Picking Right Index Key To Investing In Sectors

By Ed Lopez | February 11, 2008

What benchmark an ETF follows is critical to implementing sector strategies.

The Global View On ETFs

By Heather Bell | February 08, 2008 Morgan Stanley releases its 2007 Global Industry Review for ETFs.

Fundamentally Active

By Robert Waid, Wilshire Associates | February 08, 2008

Where do fundamentally weighted indexes really stand in the indexing industry?

Recessions And Investor Behavior

By Larry Swedroe | February 05, 2008

Larry Swedroe offers advice to investors on how to handle recessions.

Achieving Superior Diversification With Portfolios Of ETFs

By Joseph Adorna, Andrew Carver and Herbert B. Mayo | January 25, 2008 Fewer ETFs than stocks are needed to achieve a diversified portfolio.


Don’t Let Emotions Take Control

By Larry Swedroe | January 22, 2008 What should you do in the current market crisis? Nothing...


Pure Target Date Indexes

By Craig L. Israelsen, Ph.D. | January 22, 2008 Creating better benchmarks for target date funds

If You Can’t Stand the Heat…

By Larry Swedroe | January 21, 2008

As the economy heads into recession, Swedroe asks, "Should you try to time the value premium?"

2008 Outlook & Review

By Tom Anderson | January 16, 2008

State Street Global's Anderson sees changes on the horizon for the ETF industry.

There Is Only One Way To See Things Rightly

By Larry Swedroe | January 15, 2008 Swedroe advises looking at an asset class as part of a whole portfolio rather than as a stand-alone investment.

Lessons From 2007

By Larry Swedroe | January 03, 2008

Swedroe finds the nuggets of wisdom in 2007.

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