Skip to main content

Main menu

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JBIS
    • Editorial Board
    • Published Ahead of Print (PAP)
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter

User menu

  • Sample our Content
  • Request a Demo
  • Log in

Search

  • ADVANCED SEARCH: Discover more content by journal, author or time frame
The Journal of Index Investing
  • IPR Logo
  • About Us
  • Journals
  • Publish
  • Advertise
  • Videos
  • Webinars
  • More
    • Awards
    • Article Licensing
    • Academic Use
  • Sample our Content
  • Request a Demo
  • Log in
The Journal of Index Investing

The Journal of Index Investing

ADVANCED SEARCH: Discover more content by journal, author or time frame

  • Home
  • Current Issue
  • Past Issues
  • Videos
  • Submit an article
  • More
    • About JBIS
    • Editorial Board
    • Published Ahead of Print (PAP)
  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter
Open Access

Editor’s Letter

Brian R. Bruce
The Journal of Beta Investment Strategies Spring 2012, 2 (4) 1; DOI: https://doi.org/10.3905/jii.2012.2.4.001
Brian R. Bruce
Editor-in-Chief
  • Find this author on Google Scholar
  • Find this author on PubMed
  • Search for this author on this site
  • Article
  • Info & Metrics
  • PDF
Loading

Are the rich getting richer? Shulman and Noyes suggest that they are, and they lead off this issue by presenting their Billionaires’ Index, an index of publicly traded stocks controlled, created, or managed by the world’s wealthiest individuals. Broby and Passmoor then discuss the challenges of adopting an index for benchmarking equity investing in Africa. This is followed by Blitz’s examination of strategic allocations when premiums such as size, value, momentum, and low-volatility effects are considered.

Tsui, Murphy, and Dash discuss the availability of passive funds to defined-contribution plan participants. This is followed by Sharma and Aggarwal who examine the characteristics of the equity return series of Dow Jones U.S. Select Dividend Index and find that when all are used together two market indexes (the S&P 500 Index and NYSE Composite), U.S. GDP, and LIBOR better predicted the movements in the Dow Jones U.S. Select Dividend Index than when used individually. Bu then discusses the relationship between manager tenure, team management, and mutual fund performance.

Surz examines two types of core investing—centric and blend—and their uses and suggests changes to the current practices. Next we have an article by A. Bogan, Connor, T. Bogan, and E. Bogan that examines the short selling of ETFs when used to circumvent regulatory rules and the potential systemic risks that are created. We conclude this issue with Rompotis’ discussion of survey results on the use of leveraged and inverse ETFs.

We welcome your submissions. Please encourage those you know who have good papers or have made good presentations on indexing, ETFs, mutual funds, or related subjects to submit them to us. We value your comments and suggestions so please e-mail us at journals{at}investmentresearch.org.

TOPICS: Passive strategies, mutual fund performance, portfolio construction

Brian R. Bruce

Editor-in-Chief

Footnotes

  • Publisher’s Note:

    Institutional Investor, the Publisher of The Journal of Index Investing, wants to extend a special thanks to the sponsors for supporting the launch of The Journal of Index Investing. Please note that no sponsor has influence on the editorial content found in The Journal of Index Investing. Representatives from any firm are encouraged to submit an article to our independent editor, Brian R. Bruce, for review and prospective acceptance into the publication. All editorial submissions, acceptances, and revisions are the sole decision of Mr. Bruce. The editorial submission guidelines are found on the last page of the publication. I hope that you enjoy this and future issues of The Journal of Index Investing. Thank you.

    Allison Adams

    Group Publisher, Institutional Investor Journals, aadams{at}iijournals.com

  • © 2012 Pageant Media Ltd

PreviousNext
Back to top

Explore our content to discover more relevant research

  • By topic
  • Across journals
  • From the experts
  • Monthly highlights
  • Special collections

In this issue

The Journal of Index Investing: 2 (4)
The Journal of Beta Investment Strategies
Vol. 2, Issue 4
Spring 2012
  • Table of Contents
  • Index by author
Print
Download PDF
Article Alerts
Sign In to Email Alerts with your Email Address
Email Article

Thank you for your interest in spreading the word on The Journal of Index Investing.

NOTE: We only request your email address so that the person you are recommending the page to knows that you wanted them to see it, and that it is not junk mail. We do not capture any email address.

Enter multiple addresses on separate lines or separate them with commas.
Editor’s Letter
(Your Name) has sent you a message from The Journal of Index Investing
(Your Name) thought you would like to see the The Journal of Index Investing web site.
CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Citation Tools
Editor’s Letter
The Journal of Beta Investment Strategies Feb 2012, 2 (4) 1; DOI: 10.3905/jii.2012.2.4.001

Citation Manager Formats

  • BibTeX
  • Bookends
  • EasyBib
  • EndNote (tagged)
  • EndNote 8 (xml)
  • Medlars
  • Mendeley
  • Papers
  • RefWorks Tagged
  • Ref Manager
  • RIS
  • Zotero
Save To My Folders
Share
Editor’s Letter
The Journal of Beta Investment Strategies Feb 2012, 2 (4) 1; DOI: 10.3905/jii.2012.2.4.001
del.icio.us logo Digg logo Reddit logo Twitter logo Facebook logo Google logo LinkedIn logo Mendeley logo
Tweet Widget Facebook Like LinkedIn logo

Jump to section

  • Article
    • Footnotes
  • Info & Metrics
  • PDF

Similar Articles

Cited By...

  • No citing articles found.
  • Google Scholar
LONDON
One London Wall, London, EC2Y 5EA
United Kingdom
+44 207 139 1600
 
NEW YORK
41 Madison Avenue, New York, NY 10010
USA
+1 646 931 9045
pm-research@pageantmedia.com
 

Stay Connected

  • Follow IIJ on LinkedIn
  • Follow IIJ on Twitter

MORE FROM PMR

  • Home
  • Awards
  • Investment Guides
  • Videos
  • About PMR

INFORMATION FOR

  • Academics
  • Agents
  • Authors
  • Content Usage Terms

GET INVOLVED

  • Advertise
  • Publish
  • Article Licensing
  • Contact Us
  • Subscribe Now
  • Sign In
  • Update your profile
  • Give us your feedback

© 2022 Pageant Media Ltd | All Rights Reserved | ISSN: 2154-7238 | E-ISSN: 2374-135X

  • Site Map
  • Terms & Conditions
  • Privacy Policy
  • Cookies