Tag Archives: Herfindahl-Hirschman Index

Jul 27, 2017

Anu GantiSenior Director, Index Investment StrategyS&P Dow Jones Indices

Mutual Fund Portfolios: Equal Weight or Cap Weight?

Equal-weighted indices typically outperform their cap-weighted counterparts (although 2017 so far has proven to be an exception to the general rule). This means that portfolio managers can usually create a performance tailwind by equal weighting rather than cap weighting their holdings. But do they? One way to assess this question is by using the Herfindahl-Hirschman…

Categories Equities
Other Tags
2017, Anu Ganti, cap weighting, equal weight, Factor, index investment strategy, mutual funds

Categories
Equities

Other Tags
2017, Anu Ganti, cap weighting, equal weight, Factor, index investment strategy, mutual funds

Indexology^® Blog
Contributors

Jodie Gunzberg Managing Director, Head of U.S. Equities

David Blitzer Managing Director and Chairman of the Index Committee

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Kevin Horan Director, Fixed Income Indices

J.R. Rieger Head of Fixed Income Indices

Michele Leung Director, Fixed Income Indices

Tim Edwards Managing Director, Index Investment Strategy

Fei Mei Chan Director, Index Investment Strategy

Hamish Preston Associate Director, U.S. Equity Indices

Berlinda Liu Director, Global Research & Design

S&P Dow Jones Indices

Koel Ghosh Head of South Asia

Phillip Brzenk Senior Director, Strategy Indices

Philip Murphy Managing Director, Global Head of Index Governance

Fiona Boal Head of Commodities and Real Assets

Aye Soe Managing Director, Global Head of Product Management

Howard Silverblatt Senior Index Analyst, Product Management

Anu Ganti Senior Director, Index Investment Strategy

Michael Orzano Senior Director, Global Equity Indices

Utkarsh Agrawal Associate Director, Global Research & Design

Hong Xie Senior Director, Global Research & Design

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Jamie Farmer Chief Commercial Officer

Marya Alsati Product Manager, Commodities, Home Prices, and Real Assets

Akash Jain Associate Director, Global Research & Design

Kelly Tang Director

Chris Bennett Director, Index Investment Strategy

Jim Wiederhold Associate Director, Commodities and Real Assets

Reid Steadman Managing Director, Global Head of ESG

Maria Sanchez Associate Director, Global Research & Design

Jaime Merino Director, Asset Owners Channel

Ved Malla Associate Director, Client Coverage

John Welling Director, Equity Indices

Bill Hao Director, Global Research & Design

Mahavir Kaswa Associate Director, Product Management

Jason Giordano Director, Fixed Income, Product Management

Daniel Ung Director

Tianyin Cheng Senior Director, Strategy Indices

Qing Li Director, Global Research & Design

Silvia Kitchener Director, Global Equity Indices, Latin America

Heather Mcardle Director, Fixed Income Indices

Dennis Badlyans Associate Director, Global Research & Design

Todd Rosenbluth Director of ETF and Mutual Fund Research

Alka Banerjee Managing Director, Product Management

Glenn Doody Vice President, Product Management, Technology Innovation and Specialty Products

Jodie Gunzberg Managing Director, Head of U.S. Equities

David Blitzer Managing Director and Chairman of the Index Committee

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Kevin Horan Director, Fixed Income Indices

J.R. Rieger Head of Fixed Income Indices

Michele Leung Director, Fixed Income Indices

Tim Edwards Managing Director, Index Investment Strategy

Fei Mei Chan Director, Index Investment Strategy

Hamish Preston Associate Director, U.S. Equity Indices

Berlinda Liu Director, Global Research & Design

S&P Dow Jones Indices

Koel Ghosh Head of South Asia

Phillip Brzenk Senior Director, Strategy Indices

Philip Murphy Managing Director, Global Head of Index Governance

Fiona Boal Head of Commodities and Real Assets

Aye Soe Managing Director, Global Head of Product Management

Howard Silverblatt Senior Index Analyst, Product Management

Anu Ganti Senior Director, Index Investment Strategy

Michael Orzano Senior Director, Global Equity Indices

Utkarsh Agrawal Associate Director, Global Research & Design

Hong Xie Senior Director, Global Research & Design

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Jamie Farmer Chief Commercial Officer

Marya Alsati Product Manager, Commodities, Home Prices, and Real Assets

Akash Jain Associate Director, Global Research & Design

Kelly Tang Director

Chris Bennett Director, Index Investment Strategy

Jim Wiederhold Associate Director, Commodities and Real Assets

Reid Steadman Managing Director, Global Head of ESG

Maria Sanchez Associate Director, Global Research & Design

Jaime Merino Director, Asset Owners Channel

Ved Malla Associate Director, Client Coverage

John Welling Director, Equity Indices

Bill Hao Director, Global Research & Design

Mahavir Kaswa Associate Director, Product Management

Jason Giordano Director, Fixed Income, Product Management

Daniel Ung Director

Tianyin Cheng Senior Director, Strategy Indices

Qing Li Director, Global Research & Design

Silvia Kitchener Director, Global Equity Indices, Latin America

Heather Mcardle Director, Fixed Income Indices

Dennis Badlyans Associate Director, Global Research & Design

Todd Rosenbluth Director of ETF and Mutual Fund Research

Alka Banerjee Managing Director, Product Management