A Comparison of the Risk-Adjusted Portfolio Performance: The Dartboard Versus Professionals and Major Indices
- Index-fund outperformance not logical in rational world. WANG, WILLIAM K. S. // Pensions & Investments;8/5/2013, Vol. 41 Issue 16, p23
The article looks at investments as of August 2013, discussing the performance of index mutual funds relative to that of actively managed funds in the context of the efficient market theory.
- Can You Outsmart the Market? Regnier, Pat // Fortune International (Europe);12/21/2009, Vol. 160 Issue 11, p34
The article focuses on investment strategies during the economic recession. Particular attention is given to succeeding at investing. The author states that it's best to buy and hold onto an inexpensive, diversified and consistent index fund. Article topics include passive versus active...
- At Vanguard, Active Beats Passive--Frequently. // Registered Rep;Jul2011, Vol. 35 Issue 7, p55
The article offers the author's insights on the increasing actively managed funds of Vanguard Group as an investment portfolio. He says that Vanguard Group aims at the efficient market theory in which active funds are executed at a reasonable price. The author adds that Vanguard's actively...
- Efficiently Controversial. Silber, Kenneth // Research;Apr2010, Vol. 33 Issue 4, p40
The article reports on the significance of the efficient-markets hypothesis (EMH) on the stock exchange market, which would hold the price of the financial asset and offer information relevant to the asset. It mentions that the EMH would contribute to the development of the index funds, and...
- AN EMPIRICAL EXAMINATION OF INDEX EFFICIENCY: IMPLICATIONS FOR INDEX FUNDS. Burgess, Richard C.; O'Dell, Bruce T. // Journal of Financial & Quantitative Analysis;Mar1978, Vol. 13 Issue 1, p93
Previous academic research has frequently utilized indexes as a basis of comparison. Index funds which are currently being implemented by the practitioner have stirred quite a controversy. This study has indicated that for the February-1973-through-the-September-l975 period, there are two...
- Do the International Stock Indices reflect all available market information? A weak form efficiency analysis. Vardavaki, Anastasia; Mylonakis, John // Leadership & Organizational Management Journal;2009, Vol. 2009 Issue 3, p95
The scope of this paper is to examine the four main international stock market indices, in order to test for the existence of weak form efficiency in the real world and if stock prices follow a random walk process. According to the weak form efficiency, current prices reflect all the information...
- Index funds earn more than passive interest. Elswick, Jill // Employee Benefit News;4/15/2002, Vol. 16 Issue 5, p43
Reports that the broad-based equity index funds tend to outperform most index funds in the U.S. as of April 15, 2002. Performance of the Standard & Poor's 500 Index; Percentage of U.S. diversified equity funds outperformed by the Welshire 500 Index; Trend in expanded investment options.
- A Place for Index Funds. Welsh, James // On Wall Street;Mar2000, Vol. 10 Issue 3, p65
Discusses the value of investing in index funds. Nature of index funds; How the investment works; Attributes of the index fund.
- Exchange-Traded Funds Are Ready for Their Day in the Sun. // Bank Investment Consultant;Aug2000, Vol. 8 Issue 8, p42
Discusses the popularity of exchange-traded index funds (ETF). Funds' combination of the diversification advantages of traditional funds, liquidity, tax efficiency and low fee structures; Firms offering ETF; Achievement of additional savings when buy and sell orders go directly to floor...