The Journal of Index Investing

Table of Contents

Spring/Summer 2021; Volume 11-12,Issue 4-1

Editor’s Letter

Open Access
Editor’s Letter
Brian Bruce

The Journal of Beta Investment Strategies Spring/Summer 2021, 11-12 (4-1) 1; DOI: https://doi.org/10.3905/jii.2021.12.1.001

How a New Benchmark Adds to the Evaluation of a Defensive Equity Strategy

You have access
How a New Benchmark Adds to the Evaluation of a Defensive Equity Strategy
John A. Cardinali and Richard Yasenchak

The Journal of Beta Investment Strategies Spring/Summer 2021, 11-12 (4-1) 6-17; DOI: https://doi.org/10.3905/jii.2021.1.103

“An Index Isn’t a Fiduciary” and What That Means for Active Management

You have access
“An Index Isn’t a Fiduciary” and What That Means for Active Management
Adam L. Berger

The Journal of Beta Investment Strategies Spring/Summer 2021, 11-12 (4-1) 18-23; DOI: https://doi.org/10.3905/jii.2021.1.102

Active vs. Smart Beta ETFs: Two Sides of Active Management

You have access
Active vs. Smart Beta ETFs: Two Sides of Active Management
Rajnish Kumar

The Journal of Beta Investment Strategies Spring/Summer 2021, 11-12 (4-1) 25-40; DOI: https://doi.org/10.3905/jii.2021.1.101

Static Indexing Beats Tactical Asset Allocation

You have access
Static Indexing Beats Tactical Asset Allocation
Joseph E. McCarthy and Edward Tower

The Journal of Beta Investment Strategies Spring/Summer 2021, 11-12 (4-1) 41-52; DOI: https://doi.org/10.3905/jii.2021.1.100

Should Index Providers Be Regulated as Investment Advisers under the US Investment Advisers Act of 1940

You have access
Should Index Providers Be Regulated as Investment Advisers under the US Investment Advisers Act of 1940
Kathleen H. Moriarty

The Journal of Beta Investment Strategies Spring/Summer 2021, 11-12 (4-1) 54-71; DOI: https://doi.org/10.3905/jii.2021.1.104

In this issue

Sign up for alerts