Morningstar's Guide to Indexes

Market indexes have been thrust into the limelight with the rising market share of passively managed vehicles, such as exchange-traded funds. Indexes, originally intended as analytical tools and yardsticks for the measurement of active managers, increasingly serve to underlie investment strategies.

In this guide, you will learn:
  • What an index is for
  • Index provider competition
  • Market indexes as commodities
  • Differentiation of investments with strategic beta indexes
  • Indexes evolution - sustainability and beyond
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