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Tag Archives: Index Effect

Sep 29, 2021

The Decline of the Index Effect

The growth of passive investing has spurred suggestions that stock returns may be influenced by a so-called “index effect,” as trading by index funds responds to changes in index membership. If this were true, stocks added to the index would initially outperform amid buying pressure, while index deletions would underperform. Our recent paper—“What Happened to…

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Jul 7, 2015

Inside the S&P 500: Adds, Drops and Tall Tales

Each year about 20 to 25 stocks leave the S&P 500 and are replaced with other stocks that meet the guidelines for index membership.  These changes are usually announced five trading days before the index change. Given the size of the asset pool that tracks the S&P 500 — ETFs, index funds and institutional portfolios…

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Jul 1, 2015

Inside the S&P 500®: Stocks, Not Indices, Move Markets

The S&P 500 is not only the most widely used index for ETFs and funds, it is also the index of choice for researching markets.  Much of the research focuses on the index pop — how much a stock jumps when it joins the index.  About ten years ago some papers on comovement appeared arguing…

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