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Sectors vs. Countries: Does Globalization Mean You Should Change Your Views on Diversification?

4,664
by Aviya Kushner
Tuesday, May 15, 2001

Flip through the pages of the Sunday paper's business section and you'll usually be able to pick out the latest fad in portfolio risk reduction - just by reading the ads. Lately, the steady stream of advertisements for utility funds, health-care funds, ...Read More

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  • Holy Land Gets Its First Index Fund

    5,017
    by Aviya Kushner — Wednesday, May 9, 2001

    "Profits in the Land of the Prophets." That's the catchy slogan plastered across ads for the first-ever Israel index fund, Amidex 35, which was launched in June 1999. But can it actually be true? For many ...Read More

  • SEC Conducts Online Investor Survey

    4,916
    by IndexFunds.com Staff — Wednesday, May 9, 2001

    The Securities and Exchange Commission (SEC) is performing an online survey to learn more about how investors are utilizing the Internet as an information resource when making important investment decisions. ...Read More

  • Vanguard to Implement New Online Tools

    4,904
    by Sharon Rockey — Monday, May 7, 2001

    Vanguard's online brokerage service is set to include "Consolidated View," a one-stop simple approach where shareholders can manage all their financial assets online. The account aggregation tool was developed ...Read More

  • John Spence

    Japan Gives Green Light On ETFs

    4,548
    by John Spence — Wednesday, May 2, 2001

    Japan has finally given the official go-ahead on exchange-traded funds (ETFs). Exchange-traded funds have experienced explosive growth in the ...Read More

  • Jim Wiandt

    S&P Prevails - Vanguard Loses Landmark Lawsuit

    6,007
    by Jim Wiandt — Thursday, April 26, 2001

    The judgment is in. Standard & Poor's prevailed over The Vanguard Group in a closely-watched lawsuit. According to a statement released by Standard & Poor's parent company, McGraw Hill Companies, U.S. District ...Read More

  • Why Invest Overseas At All?

    4,734
    by Sam Henry — Wednesday, April 25, 2001

    Before you buy an international index fund, you might ask whether it makes sense to invest overseas at all. Although this is a complicated question, it seems pretty clear that the increased diversification and ...Read More

  • John Spence

    Upcoming Retail HOLDRs Look Familiar

    4,431
    by John Spence — Monday, April 23, 2001

    More and more individual investors are recognizing the benefits that exchange-traded funds (ETFs) and HOLDRs offer as a cheap way to gain exposure to different sectors of the economy. However, as with ...Read More

  • Netfolio: New Kid on the "Do-It-Yourself" Block

    4,881
    by Sharon Rockey — Friday, April 20, 2001

    When the mutual fund industry's key lobbying organization kicks up a fuss with the SEC about those newfangled investor-managed stock portfolios, you can bet it's because somebody's feeling threatened. Netfolio ...Read More

  • FXI Launches New Index for China

    4,933
    by IndexFunds.com Staff — Friday, April 20, 2001

    More news out of Asia. Yesterday we told you about the Hong Kong exchange announcement to cross-trade exchange-traded funds (ETFs) on May 2, just two days before the Singapore exchange will cross-list ETFs ...Read More

  • John Spence

    ETFs to Cross-Trade in Hong Kong

    4,953
    by John Spence — Thursday, April 19, 2001

    The American Stock Exchange (AMEX) has taken another step toward its vision of a fungible global trading platform for exchange-traded funds (ETFs). Next stop: Hong Kong. ...Read More

  • The Expected Return One-Step

    7,712
    by William Bernstein — Wednesday, April 18, 2001

    After any particularly wrenching period in the markets, I usually get a few calls and messages in the following vein: "You saw how the Nasdaq just got cut off at the knees on no fundamental news… do you still ...Read More

  • Larry Swedroe

    Survivorship Bias

    6,704
    by Larry Swedroe — Friday, April 13, 2001

    The above headline should be an SEC-required disclosure for advertisements of many mutual funds. The reported returns of many fund families and their funds are often either misrepresentations (intentional or ...Read More

  • Vanguard_to_close_and_liquidate_two_funds

    4,868
    by IndexFunds.com Staff — Wednesday, April 11, 2001

    The Vanguard Group recently announced the closing and planned liquidation of two funds, and also the re-opening of two funds to new shareholder accounts. On April 6, Vanguard said it would cease accepting new ...Read More

  • Savings on Capital Gains Ease Losses

    4,804
    by Adrienne Pauly — Monday, April 9, 2001

    Many index fund investors can take some comfort this tax season that they are not paying capital gains on funds reflecting lost value. Both Barclays Global Investors and the Vanguard Group report they have not ...Read More

  • AMEX and Singapore Exchange to Cross-List ETFs

    4,772
    by IndexFunds.com Staff — Thursday, April 5, 2001

    The American Stock Exchange (AMEX) and the Singapore Exchange (SGX) today said they will begin listing and trading exchange-traded funds (ETFs) and HOLDRs on SGX Securities Trading starting May 4th. ...Read More

  • Mutual Fund Tax Bite Can Be Bigger Than Bark

    4,906
    by Christian Chensvold — Monday, April 2, 2001

    April 16 is nearly upon us. In honor of tax season, we're running an article series to help investors understand how mutual funds are taxed. In this first installment, we examine the basics with a general ...Read More

  • S&P 500 Index Changes in March

    4,497
    by IndexFunds.com Staff — Monday, April 2, 2001

    Recently, we took a not-so-serious look at the prospects for front-running additions to the S&P 500 to exploit the "index effect," where demand can push up a stock's price when it enters an index. This time, ...Read More

  • Index and Enhanced Index Funds

    5,285
    by David Booth — Sunday, April 1, 2001

    The purpose of including Exhibit 5 is to demonstrate that portfolio management is a sufficiently complicated task even when index funds are used. In some ways, the role of an investment committee is made more ...Read More

  • John Spence

    Wayne Wagner on How to Become a Millionaire

    5,552
    by John Spence — Wednesday, March 28, 2001

    Wayne Wagner is the co-author of Millionaire, a book with a promise that index fund investing can turn your lunch money into a million bucks given enough patience, time, and discipline. Wagner should know - ...Read More

  • Breaking Down the Nasdaq 100 This Year - An Autopsy

    4,239
    by IndexFunds.com Staff — Monday, March 26, 2001

    Thus far, 2001 has been like a train wreck for the technology sector. In true rubberneck form, let's slow down for a second and take a look at the extent of the carnage. Call it a morbid fascination, but new ...Read More

  • New Technology iShare

    5,518
    by IndexFunds.com Staff — Tuesday, March 20, 2001

    A new iShares exchange-traded fund (ETF) began trading on the American Stock Exchange on Monday. The Goldman Sachs Technology Index Fund (trading symbol: IGM) will track the Goldman Sachs Technology Index, and ...Read More

  • Jim Wiandt

    Active vs. Passive Management for Small-Cap Funds

    6,325
    by Jim Wiandt — Monday, March 19, 2001

    "Active management works better than passive index funds for small-cap and international funds." This notion is so widespread that it has become conventional wisdom in financial circles. I have never seen ...Read More

  • Swiss Exchange Launches Broad Market ETF

    4,519
    by IndexFunds.com Staff — Friday, March 16, 2001

    Yesterday the SWX Swiss Exchange announced the launch of an exchange-traded fund (ETF) that tracks the Swiss Market Index. This broad benchmark is a cap-weighted index that contains 29 Swiss blue-chip ...Read More

  • John Spence

    Vanguard to Offer Free Investment Advice

    5,316
    by John Spence — Tuesday, March 6, 2001

    The Vanguard Group and Financial Engines have inked an alliance that will allow retail investors of Vanguard funds to receive portfolio investment advice at no charge. Vanguard will initially offer the service ...Read More

  • John Spence

    FTSE to Launch Socially Responsible Benchmarks

    4,635
    by John Spence — Monday, March 5, 2001

    FTSE, the index provider jointly owned by the London Stock Exchange and the Financial Times, announced that it plans to launch a new series of indexes for socially responsible investment (SRI). Called the ...Read More

  • John Spence

    Index Fund Popularity Waning?

    4,883
    by John Spence — Wednesday, February 28, 2001

    "One of the most popular investment products of the 1990s - passively managed index funds that mimic the movements of major market indices - may have reached a peak in their popularity," says a new report by ...Read More

  • MSCI Launches Real-Time Indexes

    5,302
    by IndexFunds.com Staff — Tuesday, February 27, 2001

    Morgan Stanley Capital International (MSCI) today launched over 750 global sector, regional, and country indexes that will be updated in real time. The indexes cover developed markets and Asian emerging ...Read More

  • John Spence

    Diversification with Inherent Assets in Mind

    4,414
    by John Spence — Monday, February 26, 2001

    Chances are, the successful individual investor keeps these basic ideas in mind for the long haul: be disciplined, save and invest as much as possible, be mindful of taxes, don't get caught up in the latest ...Read More

  • John Spence

    Retail Investor Perception of Exchange-Traded Funds

    4,638
    by John Spence — Friday, February 23, 2001

    The biggest players in exchange-traded funds, Barclays Global Investors (BGI) and State Street Global Advisors (SSgA), truly believe they've pioneered a tool that's perfect for index investors - low management ...Read More

  • Will McClatchy

    ETF Premium/Discount Misconceptions

    4,812
    by Will McClatchy — Wednesday, February 21, 2001

    Initially, critics of exchange-traded funds (ETFs) decried their trading at a significant premium/discount to net asset value (NAV), the underlying stock values they represent. This is a problem that regularly ...Read More

  • New Canadian ETFs

    7,226
    by Dan Hallett — Tuesday, February 20, 2001

    Yesterday, Barclays Global Investors unveiled the finishing touches on a much-anticipated line of exchange-traded funds (ETFs) for Canadian investors. ...Read More

  • The Next Mutual Fund R(Evolution)?

    4,812
    by Gavin Quill — Monday, February 12, 2001

    Too often financial innovations that affect the mutual fund industry are portrayed in a black and white fashion. They are either viewed as just a curious sideshow, or else they are quickly proclaimed to be a ...Read More

  • John Spence

    Dow Jones and FTSE Launch Global Sector Indexes

    4,709
    by John Spence — Monday, February 12, 2001

    The trend toward global sector investing is picking up steam. Dow Jones Indexes yesterday launched the Dow Jones Sector Titans Indexes, a new set of indexes comprised of global blue-chip companies. The sector ...Read More

  • Larry Swedroe

    Market Trends and Investor Behavior

    5,035
    by Larry Swedroe — Friday, February 9, 2001

    It's quiz time. I have devised the following test of "investment memory." The period in question is the 30-year period 1970-1999. As you take this little quiz, keep in mind that the last 15 years have probably ...Read More

  • John Spence

    AMEX and Euronext To Cross-List ETFs

    5,245
    by John Spence — Thursday, February 8, 2001

    Well, ETF trading is going transatlantic. The American Stock Exchange (AMEX) and Euronext have announced plans to cross-list and trade U.S. and international exchange-traded funds (ETFs). Effectively, ETFs ...Read More

  • John Spence

    Wanna Bet?

    5,150
    by John Spence — Thursday, February 1, 2001

    You see the craziest stuff coming over all these Internet wire services we have today, but this one is truly bizarre - mostly because it's a case of fantasy mimicking reality just a little too closely. ...Read More

  • John Spence

    Flurry of Global ETF Launches in Early 2001

    4,468
    by John Spence — Tuesday, January 30, 2001

    2000 was a busy year for exchange-traded fund (ETF) launches and asset growth. According to the American Stock Exchange (AMEX), assets in ETFs listed on the exchange reached $70.3 billion, nearly doubling the ...Read More

  • IndexFunds Speaks with Michael Petronella

    4,747
    by IndexFunds.com Staff — Monday, January 29, 2001

    Michael Petronella is Managing Director at Dow Jones Indexes. He recently sat down with IndexFunds.com's, Site Editor Jim Wiandt to discuss the history of Dow Jones indexes, the free-float debate, and how Dow ...Read More

  • ETFs: The Growth Story of 2000

    4,650
    by Gavin Quill — Wednesday, January 24, 2001

    If S&P 500 index funds were the most notable success story from 1996-1999 and technology funds were the talk of the industry in 1998-1999, then their headline-grabbing successors in 2000 were probably ...Read More