WINNER: S&P Dow Jones Indices
The Rise of Indices Is Changing the Face of Investing
Can passive investing grow too large? What are the potential implications for active management? How have the definitions of beta and passive investing changed? As indices gain in popularity, these questions are top of mind for many market participants. This report seeks to answer those questions and takes an in-depth look at how indices are changing the face of investing.
Capturing the Chinese A-shares and H-shares Anomaly by FTSE Russell
The behaviour of the price differential between A-shares and H-shares of dual-listed Chinese companies is studied in this paper by FTSE Russell. The authors cover the period 2006-2016.
SPIVA® Institutional Scorecard - How Much Do Fees Affect the Active Versus Passive Debate? by S&P Dow Jones Indices
This report addresses three questions that are pertinent to the active versus passive debate: do institutional asset managers deliver relative outperformance over their respective benchmarks? Do mutual funds outperform their respective benchmarks on a gross-of-fees basis? do institutional managers fare better than their retail fund counterparts in particular asset classes?
The Index Mutual Fund: 40 Years of Growth, Change, and Challenge by John C. Bogle, Vanguard
This paper has been authored by John C. Bogle, Founder and Former CEO, The Vanguard Group. In it, he looks back at forty years of the index fund's dominance of the mutual fund industry.
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