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Global index flaw has flow-on consequences
It’s not universally known (but nor is it a secret) that MSCI, the major provider of performance indices on global equity markets, understates the performance of its global indices calculated for...
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Smart beta: watch the details
New index-based strategies known as ‘smart beta’ appear to be growing in popularity, but not all these strategies are created equal and investors should be mindful of implementation. These indices seek...
View ArticleIndex funds lack checks on stocks they buy
Two years ago in Cuffelinks, I wrote an article entitled Index funds invest in the bad and the good, and said; “The blind buying of mountains of stocks simply because they are in an index will drive...
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The index investing story could be even better
The 2017 financial year was a good one to be a passive (index-tracking) investor in large cap Australian equities. The S&P/ASX200 returned 14.1%. Add to this the other attractions of passive...
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