Tag Archives: index funds

Oct 2, 2017

Philip MurphyManaging Director, Global Head of Index GovernanceS&P Dow Jones Indices

Avoid Unintended Stock Market Bets by Understanding Benchmarks

In a recent Financial Planning article,[1] Craig Israelsen advocated using stock market size segments to construct portfolios rather than a total market approach. His conclusion may be perfectly valid for market participants willing and able to bear greater small-stock exposure, but his analysis fails to adequately take account of this source of risk. He compared…

Categories Equities, Factors
Other Tags
benchmarks, S&P 500, Size factor, Vanguard

Categories
Equities, Factors

Other Tags
benchmarks, S&P 500, Size factor, Vanguard

Jul 3, 2013

Craig LazzaraManaging Director and Global Head of Index Investment StrategyS&P Dow Jones Indices

Getting What You Pay For

Today’s Wall Street Journal, among others, reported on a recent study by the Maryland Public Policy Institute arguing that the public pension funds which pay the highest fees haven’t reaped the highest investment returns. In fact, the study shows, it’s just the opposite — for the 5 years ended June 2012, the 10 states which…

Categories Equities, S&P 500 & DJIA, Strategy
Other Tags
active management, Morningstar, passive management, SPIVA, WSJ

Categories
Equities, S&P 500 & DJIA, Strategy

Other Tags
active management, Morningstar, passive management, SPIVA, WSJ

Indexology^® Blog
Contributors

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Kevin Horan 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

Phillip Brzenk Senior Director, Strategy Indices

Koel Ghosh Head of South Asia

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

Hong Xie Senior Director, Global Research & Design

Jim Wiederhold Associate Director, Commodities and Real Assets

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Reid Steadman Managing Director, Global Head of ESG

Akash Jain Associate Director, Global Research & Design

Jamie Farmer Chief Commercial Officer

John Welling Director, Equity Indices

Jaime Merino Director, Asset Owners Channel

Maria Sanchez Associate Director, Global Research & Design

Ved Malla Associate Director, Client Coverage

Bill Hao Director, Global Research & Design

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy Indices

Silvia Kitchener Director, Global Equity Indices, Latin America

Qing Li Director, Global Research & Design

Rupert Watts Senior Director, Strategy Indices

Priscilla Luk Managing Director, Global Research & Design, APAC

Liyu Zeng Director, Global Research & Design

Ben Leale-Green Senior Analyst, Research & Design, ESG Indices

Michael Mell Senior Director, Custom Indices

Stuart Magrath Senior Director, Channel Management, Australia and New Zealand

Izzy Wang Analyst, Strategy Indices

Brian Luke Global Head of Fixed Income Indices

Andrew Innes Head of EMEA, Global Research & Design

Mona Naqvi Senior Director, Head of ESG Product Strategy, North America

Smita Chirputkar Director, Global Research & Design

Louis Bellucci Senior Director, Index Governance

Arpit Gupta Senior Analyst, Global Research & Design

Rachel Du Senior Analyst, Global Research & Design

Sherifa Issifu Associate, Index Investment Strategy

Melody Duan Analyst, Global Research & Design

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

Kevin Horan 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

Phillip Brzenk Senior Director, Strategy Indices

Koel Ghosh Head of South Asia

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

Hong Xie Senior Director, Global Research & Design

Jim Wiederhold Associate Director, Commodities and Real Assets

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Reid Steadman Managing Director, Global Head of ESG

Akash Jain Associate Director, Global Research & Design

Jamie Farmer Chief Commercial Officer

John Welling Director, Equity Indices

Jaime Merino Director, Asset Owners Channel

Maria Sanchez Associate Director, Global Research & Design

Ved Malla Associate Director, Client Coverage

Bill Hao Director, Global Research & Design

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy Indices

Silvia Kitchener Director, Global Equity Indices, Latin America

Qing Li Director, Global Research & Design

Rupert Watts Senior Director, Strategy Indices

Priscilla Luk Managing Director, Global Research & Design, APAC

Liyu Zeng Director, Global Research & Design

Ben Leale-Green Senior Analyst, Research & Design, ESG Indices

Michael Mell Senior Director, Custom Indices

Stuart Magrath Senior Director, Channel Management, Australia and New Zealand

Izzy Wang Analyst, Strategy Indices

Brian Luke Global Head of Fixed Income Indices

Andrew Innes Head of EMEA, Global Research & Design

Mona Naqvi Senior Director, Head of ESG Product Strategy, North America

Smita Chirputkar Director, Global Research & Design

Louis Bellucci Senior Director, Index Governance

Arpit Gupta Senior Analyst, Global Research & Design

Rachel Du Senior Analyst, Global Research & Design

Sherifa Issifu Associate, Index Investment Strategy