Practical analysis for investment professionals

Index Funds


Why the New T+1 Settlement Cycle Matters: A Global Index Provider’s Perspective

Shorter settlement periods are meant to protect market participants. But the new T+1 settlement cycle for US equities may have undesirable knock-on effects for financial market participants around the world, including index fund managers.

A US GDP-Weighted Index?

How would an index constructed at the US country level that weights holdings by each sector's underlying GDP compare to the S&P 500 in terms of risk and performance?

Do ESG Funds Have Higher ESG Scores?

The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.

ESG Fixed-Income Exposure: Index Providers Respond to Asset Manager Demand

The rapid expansion of ESG indexes continues to gain momentum and diversify across asset classes.

Book Review: Trillions

Robin Wigglesworth has produced a book that is historical, entertaining, and thought-provoking.

A Pillar of Modern Finance Turns 50

Quick, what is 1 July 2021 the 50th anniversary of?

ESG at a Tipping Point

ESG's growing prominence requires that investors expand their toolkits.

Headwinds Approaching: Are ESG Investors Prepared?

What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?

Nouriel Roubini: The Mother and Father of All Bubbles

True to his Dr. Doom moniker, Nouriel Roubini believes that vulnerabilities in the system are currently hidden and will emerge when the next economic downturn occurs.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.