All index investing articles
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Country ReportDutch Pension funds see merits and drawbacks in concentrated portfolios
Over the past 15 years or so, the vast majority of Dutch pension funds have largely switched from active management to some form of index investing. But some are now going back to active management and towards more concentrated portfolios.
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Special ReportWilshire Indexes wants to disrupt the status quo in the global index business
T he index industry has long been a comfortable oligopoly with the powerful brands of MSCI, FTSE Russell and S&P Dow Jones Indices controlling more than 80% of global index product revenue.
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Special ReportBoom or bust? The state of play for net zero indices
Paris-aligned benchmarks have underperformed recently, driving asset owners to think more about customised and active alternatives
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Special ReportLimelight falls on ETFs as investors seek better returns
Faced with volatile market conditions, the ETF market has become increasingly attractive. Lynn Strongin Dodds reports
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Special ReportThe index revolution: From benchmarking to bespoke solutions
Index providers shift their offering as a wholesale revolution of the industry gathers pace
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Special ReportCase study: USS adds more forward-looking data to its climate transition benchmark
Decarbonisation and managing inherent climate transition risk are the primary aims, says the fund’s head of manager selection and oversight
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Special ReportCase study: PenSam switches to active strategies using new carbon budget benchmark
Henrik Lorin Rasmussen talks tracking error, tech tilts and the challenge of achieving impact in listed equities
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FeaturesUK court cases spell trouble for passive shareholders
In the Allianz vs Barclays case, passive investors have been denied damages related to investments in companies releasing misleading information
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NewsDeepSeek’s arrival increases risk for passive investors
But it provides upside for companies that use AI applications, or are keen to start doing so, according to investment experts
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NewsAssoprevidenza to rank asset managers on ESG grounds
Assoprevidenza, the Italian association of the complementary pension sector, will start ranking asset managers according to their ESG strategies and the role played by sustainability in governance processes, it announced today. The members of the association will use the metric provided by research company ET.Group to rank asset managers, tender ...
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Special ReportHave factor investing strategies had their day?
Factors have inspired indices, spin-offs and a variety of investment strategies but it has become hard to argue that they will offer investors a persistent future premium
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Special ReportThe case for custom indices to meet sustainability goals
Asset owners are increasingly seeking more bespoke solutions to meet their sustainability goals
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Special Report
Denmark's PKA transitions most of equity portfolio to bespoke ESG swaps
PKA, the Danish occupational pension fund for the social and healthcare sectors, transitioned the majority of its global equity portion in June to direct indexing for its total return swaps (TRS) trades to better implement its sustainability criteria.
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Special ReportCan active ETFs give institutional investors more choice?
Pension funds are increasingly showing interest in active ETFs for their flexibility, cost-effectiveness and ability to generate value beyond index returns
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Special ReportIndex 2.0: Off-the-shelf or custom indices?
Continuing innovation in the index business leads investors to address a fundamental question – should they buy off-the-shelf products or customise their own?
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NewsRobeco launches three forward-looking climate indices
Asset manager aims to respond to investor appetite for ‘increasingly seeking sophisticated climate indices’
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NewsCFA Institute’s new framework brings clarity to index products
The institute also set out a number of recommendations for investment firms
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NewsSwiss pension funds’ index investing climbs to all-time high
Swiss schemes achieved average net returns of 5.1%, with average returns of the best performing schemes standing at 8.2%, according to Swisscanto
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NewsAPG to cut asset management jobs as clients move to passive
Costs are a ‘recurring element’ in conversations with pension funds, says CEO Ronald Wuijster
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NewsItalian bank launches benchmarks for pension funds in line with SFDR
BFF Bank’s indices help pension funds assess the performance of their sub-funds’ investments according to Article 8 of the SFDR
