Active Index Investing's E-ppendix
Active Index Investing's E-ppendix
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SUPLEMENTAL MATERIALS AND SIDEBARS
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Parts One through Five of the book cover an an enormous amount of material, yet the scope and scale of the project inevitably yielded a lot more material that could have been included, even in a 688 page book. Thus, this section of the E-ppendix includes more detailed descriptions of the major benchmark indexes (from both the index providers themselves and 'neutral' analysis), more insight into the 'art and science' of managing index changes and operational risks in global portfolios, and a variety of 'insider's perspectives' on the evolution of indexing.

This part of the E-ppendix is designed to parallel the structure of the book, with five parts and individual chapters within each part.  An overview is provided here - please click-through to the section of interest, either from this page or from the red-colored Navigation bar on the left of this page.  Over time, with the input of both readers and contributors, this section will expand to meet the changing focus of the dynamic investment industry.

 

  
   
PART ONE - THE INDEXING REVOLUTION: Theory and Practice
  
 Web-only Features: Additional interviews, memories, and anecdotes from historic moments in indexing and index-products.  

   
    
PART TWO - BENCHMARKS: The Foundation for Indexing
 

 


Book Overview Sidebar and Web-only Sidebars:

> S&P's Momentous Move to Free-Float

Web-only Sidebar: The Philosophy and Practical Aspects of Float Adjustment for the S&P 500

 

> Overview of the Major Index Families, and detailed descriptions in the words of Index Providers' senior executives  (S&P, FTSE, Morningstar, Dow Jones, Russell, etc)

 

 

 

Chapter 6

 

Chapter 7

 Web-only Sidebar: Is the S&P Super Composite Super?
 
 Chapter 8
 Web-only Sidebar: Global Equity Benchmark Comparison 
 
 Chapter 9
 

Web-only Features: Northern Trust "White Papers" on Benchmark Issues

 

  
    
PART THREE - THE EVER-EXPANDING VARIETY AND FLEXIBILITY OF INDEX PRODUCTS
  
 Web-only Sidebars: European Corporate Bond ETFs.
 
  
 

Web-only Sidebars: Hedge Fund Indexing - A Square Peg in a Round Hole?

  
 Web-only Sidebars: The Active Index Strategist - How Investors and Traders can use ETFs to implement Technical Market Signals.
 
 Chapter 18
    
PART FOUR - MANAGING INDEX FUNDS: It’s Anything But Passive!
  
 Web-only Sidebars: Managing the Russell Reconstitution.
 
 Chapter 20
 Web-only Sidebars: Managing Political and Financial Risk in International Index
Funds from B-Z - Brazil, Malaysia. Russia, Zimbabwe 1997-2000 
 
 Chapter 21
    
    
PART FIVE - PULLING IT ALL TOGETHER: How to Use Index Products to Build an Efficient, Risk Controlled Investment Strategy
  
 Web-only Features: Special feature articles from plan sponsors and financial advisors regarding their use of index-based strategies and index products.
 
  
    
    
   
  
In this section you willl find an enhaced list of helpful indexing and quantitative investment terms, links to other useful industry glossaries, and feedback feature for the submission of additional terms and references  
   
  
Expanded and updated bibliography, with a suggested references feature  
   




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