Opinion
Closing the Representation Gap: How Mega-Cap IPOs Test Benchmark Design
Free-float weighting of newly public companies in indexes can keep a corporate giant’s day-one footprint small.
Tag: Index
Risk
Is an Equal-Weighted Index a Safer Bet Than Cap-Weighted?
Nope. Same-sizing the portfolio members means steeper drops and less robust outperformances, says Sam Stovall.
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
Coronavirus - COVID-19
Trump Considers Banning Chinese Stock in Federal Pension, Reports Say
The White House is reportedly reviewing its options against a planned investment into Chinese equities.
Opinion
OP-ED: Disaggregate Your ‘Aggregate’ Composite
Longtime CIO Tony Waskiewicz discusses the benefits of investment grade bonds and Treasuries in this complex market.
Asset Management Culture
BlackRock Commits $50M to Coronavirus Relief Efforts
The institutional investor joins firms such as JPMorgan in mobilizing around the relief effort.
News
Oregon Pension Stung by Investments in Socially Irresponsible Companies Via Index
Associated Press reports Oregon State Treasury invested in index that contains smartphone spyware company.
Endowment Index Edges Lower in Q3
Modest gains belie volatile markets, fears of a global slowdown
UK DB Plans’ Deficit Widens to £90.7 billion in July
Funding level falls to 95% from 97%.
Newsmakers
Dutch Retail Pension Pares Holdings Using New ESG Index
Pensioenfonds Detailhandel, citing new FTSE-BlackRock benchmark, cuts nearly one-third of its public equities.
Market Moves
FTSE Russell to Add China A-Shares to Global Indexes
Move expected to bring initial passive inflows of $10 billion.
New Chamber of Commerce Index Shows Healthy Commercial Construction Sector
96% of executives surveyed in the sector expect steady or growing revenue in 2017.