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Active Index Investing 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
“Here is everything you ever wanted to know about index investing. Steven Schoenfeld has put together a superb set of chapters written by leading practitioners in the investment industry. Both index and active investors will find a wealth of useful information in these pages.” —Burton G. Malkiel Professor of Economics, Princeton University author of A Random Walk Down Wall Street
More Praise for the Book ... FEATURED CONTRIBUTOR
Adele
Kohler, CFA
Principal, Portfolio Manager
State Street Global Advisors
Adele is a Principal of State Street Global Advisors and a Portfolio Manager
in the Global Asset Allocation Group (GAA). She is currently responsible for
portfolio management, research, and product development. Before assuming the
role of portfolio manager for GAA, Adele was a portfolio manager in the Global
Structured Products Group.
Prior to joining SSgA in 1994, Adele worked in State Street Corporation's Mutual Fund and Master Trust divisions in accounting and business development. She has been working in the investment management field since 1994. She is a featured speaker at industry conferences and served for 3 years as an instructor for the Boston Security Analysts Society CFA review course. She is also the author of several articles related to institutional investment practices.
Adele holds a BA in Economics from Smith College. She earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society, the Association for Investment Management and Research (AIMR), and the Institute of Chartered Financial Analysts.
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