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Choose Your Index Based on Suitability and Cost, Not Brand

The index industry is dominated by a handful of large providers, keeping benchmark licensing costs artificially high. Morningstar Indexes Strategist, Dan Lefkovitz, has identified a market solution to high fees: more competition. Interchangeability of broad market indexes is a cost-savings opportunity for asset managers and the investors they serve.

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What's Inside

  • A comparison of equity and fixed income indexes across asset classes and select market segments.
  • An argument for why, regardless of the index and use case, broad market exposure should be accessible and inexpensive.
  • How taking the path of least resistance to a well-known index without considering the suitability of the benchmark can cause problems down the road.

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