Tag Archives: taxes

Mar 15, 2017

Michael MellSenior Director, Custom IndicesS&P Dow Jones Indices

If the Performance Doesn’t Get You, the Taxes Might

Assets are shifting from active to passive: “investors pulled $23 billion out of actively managed U.S. equity funds, extending the group’s streak of outflows to 33 consecutive months. During 2016, passive fund strategies in the United States took in a record $504.8 billion.”[1] In response to this, an elegant point has been made “that the…

Categories Equities
Other Tags
active vs passive; passive investing, persistence scorecard

Categories
Equities

Other Tags
active vs passive; passive investing, persistence scorecard

Indexology^® Blog
Contributors

Kevin Horan Director, Fixed Income Indices

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

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

Koel Ghosh Head of South Asia

Phillip Brzenk Senior Director, Strategy Indices

Philip Murphy Managing Director, Global Head of Index Governance

Aye Soe Managing Director, Global Head of Product Management

Fiona Boal Head of Commodities and Real Assets

Howard Silverblatt Senior Index Analyst, Product Management

Michael Orzano Senior Director, Global Equity Indices

Anu Ganti Senior Director, Index Investment Strategy

Hong Xie Senior Director, Global Research & Design

Jamie Farmer Chief Commercial Officer

Akash Jain Associate Director, Global Research & Design

Chris Bennett Director, Index Investment Strategy

Reid Steadman Managing Director, Global Head of ESG

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Jaime Merino Director, Asset Owners Channel

Maria Sanchez Associate Director, Global Research & Design

Ved Malla Associate Director, Client Coverage

John Welling Director, Equity Indices

Bill Hao Director, Global Research & Design

Jim Wiederhold Associate Director, Commodities and Real Assets

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy and Volatility Indices

Qing Li Director, Global Research & Design

Silvia Kitchener Director, Global Equity Indices, Latin America

Priscilla Luk Managing Director, Global Research & Design, APAC

Rupert Watts Senior Director, Strategy Indices

Liyu Zeng Director, Global Research & Design

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

Karina Tjin Analyst, Strategy Indices

Michael Mell Senior Director, Custom Indices

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

Andrew Innes Head of EMEA, Global Research & Design

Izzy Wang Analyst, Strategy Indices

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

Brian Luke Global Head of Fixed Income Indices

Louis Bellucci Senior Director, Index Governance

Smita Chirputkar Director, Global Research & Design

Arpit Gupta Senior Analyst, Global Research & Design

Ari Rajendra Senior Director, Strategy & Volatility Indices

Kevin Horan Director, Fixed Income Indices

Craig Lazzara Managing Director and Global Head of Index Investment Strategy

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

Koel Ghosh Head of South Asia

Phillip Brzenk Senior Director, Strategy Indices

Philip Murphy Managing Director, Global Head of Index Governance

Aye Soe Managing Director, Global Head of Product Management

Fiona Boal Head of Commodities and Real Assets

Howard Silverblatt Senior Index Analyst, Product Management

Michael Orzano Senior Director, Global Equity Indices

Anu Ganti Senior Director, Index Investment Strategy

Hong Xie Senior Director, Global Research & Design

Jamie Farmer Chief Commercial Officer

Akash Jain Associate Director, Global Research & Design

Chris Bennett Director, Index Investment Strategy

Reid Steadman Managing Director, Global Head of ESG

Shaun Wurzbach Managing Director, Global Head of Financial Advisor Channel

Jaime Merino Director, Asset Owners Channel

Maria Sanchez Associate Director, Global Research & Design

Ved Malla Associate Director, Client Coverage

John Welling Director, Equity Indices

Bill Hao Director, Global Research & Design

Jim Wiederhold Associate Director, Commodities and Real Assets

Jason Giordano Director, Fixed Income, Product Management

Tianyin Cheng Senior Director, Strategy and Volatility Indices

Qing Li Director, Global Research & Design

Silvia Kitchener Director, Global Equity Indices, Latin America

Priscilla Luk Managing Director, Global Research & Design, APAC

Rupert Watts Senior Director, Strategy Indices

Liyu Zeng Director, Global Research & Design

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

Karina Tjin Analyst, Strategy Indices

Michael Mell Senior Director, Custom Indices

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

Andrew Innes Head of EMEA, Global Research & Design

Izzy Wang Analyst, Strategy Indices

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

Brian Luke Global Head of Fixed Income Indices

Louis Bellucci Senior Director, Index Governance

Smita Chirputkar Director, Global Research & Design

Arpit Gupta Senior Analyst, Global Research & Design

Ari Rajendra Senior Director, Strategy & Volatility Indices

Kelsey Stokes Associate Director, Marketing

Rachel Du Senior Analyst, Global Research & Design

Cristopher Anguiano Analyst, Global Research & Design

Melody Duan Analyst, Global Research & Design

Sherifa Issifu Analyst, Index Investment Strategy

Margaret Dorn Senior Director, ESG Product Strategy, North America

Andrew Cairns Associate Director, Global Research & Design

Daniel Perrone Director and Head of Operations, ESG Indices

Sunjiv Mainie Managing Director, Global Research & Design

Manuel González Director, Client Coverage, Latin America

Brent Kopp Senior Director, Central Region

Jason Ye Associate Director, Strategy Indices

Gaurav Sinha Managing Director, Head of Americas, Global Research & Design

Jaspreet Duhra Senior Director, Head of EMEA ESG Indices

Raghu Ramachandran Head of Insurance Asset Channel

Claire Yi Analyst, Strategy Indices

Lalit Ponnala Director, Global Research & Design

Ryan Christianson Associate Director, APAC Lead, ESG Indices

Leonardo Cabrer Associate Director, Global Research & Design