I have some exciting news to share. Beginning with this issue, we are re-launching The Journal of Index Investing as The Journal of Beta Investment Strategies. When we first started JII in 2010, most investment firms were divided into active and passive teams. In the years since, the distinction has blurred, and most firms now have a beta strategies group that encompasses much more than pure indexing. We have covered these developments in JII, but now is the time to rename the journal to match our content.
Our first issue is a tribute to Jack Bogle. We worked with Vanguard on articles about the start of the firm. We have several excellent articles that demonstrate Jack Bogle’s impact on the industry. Bill Sharpe, Burt Malkiel, Cliff Assness, Charlie Ellis, Andy Lo, Rob Arnott and Katy Sherrerd, and Dave Blitzer have all written wonderful tributes to Jack. I was touched by many of the things they shared. Michael Nolan from Vanguard has contributed an outstanding history of Jack and Vanguard.
We finish the issue with a look forward. Plagge, Wang, and Rowley provocatively suggest that index funds will continue to grow, and their use will not be passive, but will be instrumental in gaining active exposures. Next, Hill shows that investors can benefit from incorporating dynamic risk and correlation forecasts into their asset allocation process for risk management. Banerjee, Schoenfeld, and Yang look at the growth of thematic indexes and how they will become more prevalent in the future. Reinganum and Blay finish the issue with a look into the future of beta strategies, a fitting way to end the inaugural issue.
Going forward, JBIS will have special sections on a focused topic in some issues. Planned topics include: direct/customized indexing, ETFs, factor investing, smart beta, indexes, and passive investing.
Thank you for your support of The Journal of Index Investing and we look forward to serving you even better with The Journal of Beta Investment Strategies.
Brian Bruce
Editor-in-Chief
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