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 Index Investing 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

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

The Journal of Index Investing 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

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

The Journal of Index Investing 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

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

The Journal of Index Investing 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

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

The Journal of Index Investing 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

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

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

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