Twenty four years after investment managers decided to implement
Standard & Poor's 500 indexing strategy, the verdict is in. The
first indexers beat more than 99% of all actively managed stock
funds. Over the last ten years, funds based on the S&P 500
out-performed more than 80% of all mutual funds. Today about $450
billion is indexed to the S&P 500, almost 10% of the total
market value of all stocks traded in the US. The strategy has been
applied to other asset classes, including bonds and real estate. In
total, indexing now accounts for more than 25% of the investment
methodology of all pension funds in the US. Topics include:
choosing a benchmark; overview of the marketplace; using
derivatives to index; performance track record versus active
management; index methodology and other styles; and index price
effects on constituent securities. Albert S. Neubert is director of
the Domestic S&P Indexes Unit within the Equity Services Group.
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