Complimentary Research / Report
Indices Acting Active: Index Decisions May Be More Active than You Think
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:
  • 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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