Table Of Contents
Edited by Steven A. Schoenfeld.
Dedication.
Contributors.
About the Editor.
Forward – The Role of Index-based Investment in Developing Sound Investment Approaches (Don Phillips).
Introduction.
Chapter 1. Indexing is Active: The Meanings of “Active Indexing” and the Interconnected Themes of the Book (Steven Schoenfeld).
PART ONE: THE INDEXING REVOLUTION—THEORY AND PRACTICE.
Introduction to Part One - A Third of a Century of Indexing, and the Revolution has Just Begun (Steven Schoenfeld).
Chapter 2. The Foundations of Indexing - Theoretical and Practical Underpinnings of a Heretical Concept (Binu George, Steven Schoenfeld, and Jim Wiant).
Chapter 3. The Ever-Evolving Uses of Indexing – and Why the “Index vs. Active” Debate is Over (Francis Enderle, Binu George, Matthew Scanlan & Steven Schoenfeld).
Chapter 4. Market Uncertainty and the Role of Indexing (Adele Kohler).
PART TWO: BENCHMARKS—THE FOUNDATION FOR IN DEXING....AND ALL INVESTING.
Introduction to Part Two - The relevance of benchmarks to the investment process, and the legitimization of benchmarks through their application as investment products.
Chapter 5. The Vital Role and Fundamental Importance of Benchmarks (Steven Schoenfeld, Larry Siegel and Pamela Cloyd).
Chapter 6. Perfection Impossible - Best Practices for Index Construction Methodology (Steven Schoenfeld).
Chapter 7. Ideal Index Construction (Gus Sauter).
Chapter 8. U.S. Equity Benchmarks – Splicing and Dicing the U.S. Equity Market by Broad Cap, Size and Style Indexes (Brad Pope, Chad Rakvin, and Gardner Platt).
Chapter 9. International/Global Equity Benchmarks (Steven Schoenfeld and Robert Ginis).
Chapter 10. Fixed Income Benchmarks (Mark Friebel and Vache Mahseredjian).
Chapter 11. An Overview of Hedge Fund Indexes and Their Implications for Asset Allocation (Mark Anson, Ph.D.).
Chapter 12. The Utility of Indexes as Analytical Tools, as Viewed Through the Evolution of MSCI Indexes (Mark Sladkus).
Chapter 13. Socially Responsible Indexes (Peter Wall).
Introduction to Part Three.
Chapter 14. The Wide World of Index Products–Building Blocks for an Efficient Portfolio (Steven Schoenfeld & Joy Yang).
Chapter 15. Enhanced Indexing–Adding 'Index Alpha' in a Disciplined, Risk-Controlled Manner (Steven Schoenfeld & Joy Yang).
Chapter 16. The Flexibility and Utility of Exchange-Traded Funds (Yigal Jhirad, Omer Ozkul, and David Qian).
Chapter 17. Indexing Real Estate (Jim Keagy).
Chapter 18. “Active Indexing” - Sophisticated Strategies with Index Vehicle (Niklas Nordenfelt and Steven Schoenfeld).
PART FOUR: MANAGING INDEX FUNDS—IT'S ANYTHING BUT PASSIVE!
Introduction to Part Four – A unique ‘insiders’ perspective on the art and science of managing index funds.
Chapter 19. Fundamental Index Portfolio Management Concepts and Techniques (Steven Schoenfeld and Kevin Maeda).
Chapter 20. The unique challenges of US Equity Index Management (Amy Schioldager, Will Hahn, Ed Hoyt, Jane Leung).
Chapter 21. Delivering Performance in International Equity Indexing (Eleanor DeFreitas , Creighton Jue , Tom McCutchen , Steven Schoenfeld, and Amy Whitelaw).
Chapter 22. Managing Fixed Income Index Funds (Elizabeth Para and Partha Dasgupta).
Chapter 23. Managing Exchange-Traded Funds (Patrick O’Connor and Lisa Chen).
Chapter 24. Managing Index-based Separate Accounts (SMAs) – Efficiently Bringing the Customization Promise to Individual Investors (Mark Adams, Kevin Maeda, and Steven Schoenfeld).
PART FIVE: PULLING IT ALL TOGETHER—HOW TO USE INDEX PRODUCTS TO BUILD AN EFFICIENT, RISK-CONTROLLED INVESTMENT STRATEGY.
Introduction to Part Five - All index managers are not equal – and all index products are not appropriate for all investors. Making the right choices.
Chapter 25. How Does an Institutional Investor Choose Amongst the Various Products and Tools? (Barbara Muller and Joanne Hill).
Chapter 26. How Large Pension Plans Use Index-based Strategies as Their Core Investments (Nancy Calkins).
Chapter 27. Tax Efficient Indexation (Mark Zurack).
Chapter 28. Indexing – A Sophisticated Investment Strategy for Professional Investment Advisors and Their Clients (Michael Chasnoff, CFP).
Chapter 29. The Compelling Advantages of Index Strategies for Individual Investors (Gary S. Gensler and Greg Baer).
Chapter 30. Indexing at the Core - The Four Axioms for Long-Term Investment Success (Steven Schoenfeld).
Conclusion.
Chapter 31. The Future of Indexing …the revolution has just begun! (Steven Schoenfeld).
Appendix I.: A Guide to the book’s “E-ppendix” on www.activeindexinvesting.com and www.IndexUniverse.com.
Appendix II: Abridged Glossary of Indexation and Quantitative Investment Terminology; expanded and continuously-updated Glossary available on E-ppendix.
Appendix III: Bibliography and Research Resources.
Index.
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