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Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies Book

Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies
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Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies, For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to , Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies
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  • Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies
  • Written by author Steven A. Schoenfeld
  • Published by Wiley, John & Sons, Incorporated, 8/4/2011
  • For over three decades, indexing has become increasingly accepted by both institutional and individual investors. Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to
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Foreword : the role of indexing and benchmarks in developing sound investment approaches
Ch. 1 Indexing is active : the meaning of active indexing and the interconnected themes of the book 1
Pt. 1 The indexing revolution : theory and practice 11
Ch. 2 The foundations of indexing : theoretical and practical underpinnings of a heretical concept 13
Ch. 3 The ever-evolving uses of indexing : why the active versus index debate is over 31
Ch. 4 Market uncertainty and the role of indexing 49
Pt. 2 Benchmark : the foundation for indexing 59
Ch. 5 The vital importance and fundamental uses of benchmarks 63
Ch. 6 Perfection impossible : best practices for index construction 81
Ch. 7 The ideal index construction 101
Ch. 8 U.S. equity banchmarks - broad-cap, size, and style indexes : slicing and dicing the U.S. equity market 119
Ch. 9 International/global equity benchmarks for North American investors 139
Ch. 10 Fixed-income benchmarks 163
Ch. 11 Hedge found benchmarks and asset allocation 179
Ch. 12 Using indexes as analytical tools : viewing changes in the world's stock markets through the benchmarks 209
Ch. 13 Socially responsible investment and index benchmarks 228
Pt. 3 The ever-expanding variety and flexibility of index products 245
Ch. 14 The wide world of index products : building blocks for an efficient portfolio 249
Ch. 15 Enhanced indexing : adding index alpha in a disciplined, risk-controlled manner 277
Ch. 16 Exchange-traded funds : a flexible and efficient investment tool 297
Ch. 17 Indexing real estate 325
Ch. 18 Active indexing : sophisticated strategies with index vehicles 338
Pt. 4 Managing index funds : it's anything but passive! 361
Ch. 19 Fundamental index portfolio management techniques 365
Ch. 20 The unique challenges of U.S. equity index management 389
Ch. 21 Delivering performance in international equity indexing 405
Ch. 22 Managing fixed-income index funds 433
Ch. 23 Managing exchange-traded funds 455
Ch. 24 Index-based separately managed accounts : delivering on the performance promise 479
Pt. 5 Putting it all together : how to use index products to build an efficient, risk-controlled investment strategy 497
Ch. 25 Choosing among index vehicles : how does an institutional investor select an investment product? 503
Ch. 26 How and why large pension plans use index-based strategies as their core investments 535
Ch. 27 Tax-efficient indexation 559
Ch. 28 Indexing for advisors : a sophisticated strategy for professional investment advisors and their clients 569
Ch. 29 Indexing for individual investors 585
Ch. 30 Indexing at the core : the four key axioms for long-term investment success 607
Ch. 31 The future of indexing : the revolution has just begun! 625


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Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies, For over three decades, indexing has become increasingly accepted by both institutional and individual investors.  Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to , Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies

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Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies, For over three decades, indexing has become increasingly accepted by both institutional and individual investors.  Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to , Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies

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Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies, For over three decades, indexing has become increasingly accepted by both institutional and individual investors.  Index benchmarks and investment products that track them have been a driving force in the transformation of investment strategy from art to , Active Index Investing: Maximizing Portfolio Performance and Minimizing Risk Through Global Index Strategies

Active Index Investing: Maximizing Portfolio Performance & Minimizing Risk Through Global Index Strategies

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