Worldwide index strategies total $2.4 trillion

Williams, Fred
March 2003
Pensions & Investments;3/17/2003, Vol. 31 Issue 6, p32
Cites findings of a survey conducted by the journal 'Pensions and Investments' on the performance of worldwide indexed assets under the management of U.S.-based institutional money managers, as of March 2003. Percentage increase in the institutional tax-exempt indexed assets; Performance of J.P. Morgan Non-U.S. Government Bond index; Top ten index fund managers according to the study.


Related Articles

  • Tracker of their tears. Henshall, Angela // Money Marketing;12/5/2002, p38 

    Looks at why financial advisers are blaming index funds. Views of investors on tracker funds; Problems and controversy associated with tracker funds; Relation between increase in index funds and distortion of investment markets.

  • `Active' managers must move quickly. Laurence, Michael // BRW;08/03/98, Vol. 20 Issue 29, p83 

    Reports on the performance of managers of diversified active funds in Australia in 1998. Diversified active funds needing to move quickly in order to markedly outperform the investment markets; Study by Assirt of diversified funds; Active managers needing to achieve better returns by taking on...

  • Strong, steady growth propels indexed assets past $2 trillion. Schramm, Sabine // Pensions & Investments;9/6/1999, Vol. 27 Issue 18, p50 

    Focuses on the growth of the worldwide index assets over the six months ended June 30, 1999. Results of `Pensions & Investments' survey of leading index fund managers; Decline of the international index equity for United States institutional investors; Increase in the amount of passive mutual...

  • Reconcilable Differences. Israelsen, Craig. L. // Financial Planning;Jan2002, Vol. 32 Issue 1, p57 

    Focuses on the difference between passive index funds and active managed funds. Benefits of index funds; Comparison of the performance of passive versus active management; Ways by which investors and advisers can both use the passive and active methods of managing funds.

  • What's Luck Got to Do with It?  // Money;Aug2007, Vol. 36 Issue 8, p118 

    This article presents an interview with the manager of Legg Mason Value Trust, Bill Miller, who talks about the business of fund managing. Miller explains that his success was mostly due to luck, but that he developed the skills he needed after surviving in the market for so long. Also discussed...

  • An investing structure that lasts beyond any person. Burr, Barry B. // Pensions & Investments;12/13/1999, Vol. 27 Issue 25, p12 

    Editorial. Asserts that the United States equity indexing is an investing structure that lasts beyond any person. Investment specialization of the greatest money managers of the 20th century; Praise for indexing's simplicity and competitive market returns; Contrast with active investment...

  • Importance of 'Bogle's folly'. Clowes, Michael J. // Pensions & Investments;6/11/2001, Vol. 29 Issue 12, p10 

    Editorial. Focuses on the contributions made by fund manager Jack Bogle and the First Index Investment Trust, which he started in August 1976, to the mutual fund industry in the United States. Criticism received by Bogle for the problems he experienced in starting the index fund; Price...

  • Adviser Fund Index. Hirst, Tomas // Money Marketing;6/4/2009, p18 

    The article reports on the performance of the Adviser Fund Index (AFI) during the rebalancing carried out in May 2009. AFI has recorded a decline in funds to 147 from 169 on its three portfolios, including Aggressive, Balanced and Cautious. It reveals that the resignation of investment advisors...

  • Turnover low despite swift rejection. Jackson, Will // Fund Strategy;6/4/2007, p26 

    The article reports that turnover in the Cautious Adviser Fund Index (AFI) is lower than in the other AFIs during the rebalancing in Great Britain in April 2007. It cites that only 17 out of 104 funds are ejected, however, the panelists have removed several funds that were only added in November...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics