Active Index Investing's E-ppendix
Active Index Investing's E-ppendix
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Apr 24, 2017 12:29 am. EST  
 
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Active Index Investing
Cover For over three decades, both institutional and individual investors have increasingly accepted indexing, index benchmarks and the investment products that track them.  Through this process, indexing has become a driving force in the transformation of investment strategy from a subjective art to a more appropriate blend of art and science.

 Yet many investors' understanding of the sophistication of this burgeoning field has lagged behind the growing use of index products. Active Index Investing aims to close that gap, and provides a comprehensive review of the theories, products and strategies that have enabled investors to benefit from the 'indexing revolution' that contiues to gain momentum around the world.  And this website aims to supplement the book's 31 chapters with updated data, additional content and sidebars, and an opportunity for your feedback.  I hope you find both the book, which was recently published in Japanese, and it's E-ppendix informative and useful.

 


 

 
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FIVE BOOKS IN ONE


PRAISE FOR THE BOOK

“The whole discipline of indexing and benchmarking is clearly moving into the next generation of its development and is at the cutting edge of investing practices. Steven Schoenfeld has added to the insights of a virtual who’s who among indexing practitioners his own significant depth and breadth of experience to provide the definitive modern compendium of where indexing currently is and where it is going. As indexing and benchmarking should be a part of every investor’s thinking, Active Index Investing should become their must-have desk reference.”
—Paul R. Aaronson
Executive Managing Director, Investment Services Standard & Poor’s


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FEATURED CONTRIBUTOR

Matthew H. Scanlan, CFA
Head of Business Development, Americas
Managing Director


 

 

Matthew Scanlan manages BGI’s US, Canada, and Latin America Business Development effort focusing on the defined benefit and defined contribution markets for corporate, public, and Taft-Hartley plans, as well as endowments and foundations. Prior to joining BGI in 1997, Matthew worked at Sanford C. Bernstein and Co., Inc. He also served as a senior portfolio manager at The Northern Trust Company in Chicago. Matthew received his MM in accounting and finance from the J.L. Kellogg School at Northwestern University and his BA in economics from the University of Southern California where he was a Phi Beta Kappa. Matthew is a Chartered Financial Analyst charterholder and sits on AIMR's six-member 2004 Candidate Curriculum Committee Advisory Board, which oversees the global CFA curriculum development program. Matt also serves on the Finance Board for the Foundation of the City College of San Francisco.


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