Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether these decisions align with their objectives.
This report explores these key takeaways:
This report explores these key takeaways:
- Index providers make choices about what stocks and countries to include in the index, as well as how to manage rebalancing.
- Index fund investors may overlook the fact that the creation and maintenance of an index fund entails numerous active decisions.
- Beyond tracking considerations, it is important for index fund investors to perform due diligence on decisions made by their index provider.
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