David Taksen’s Post

Broad-based market indices serve as a financial yardstick for measuring investment performance, guiding investment decision-making, and assessing the effectiveness of investment strategies. Learn more about Bloomberg's approach to equity index reconstitution: https://bloom.bg/49QJCcL #indices

There are three key benefits to investing in index funds: broad diversification, low costs, and solid returns. Indexing is a passive investment strategy that seeks to replicate an index and match its performance, rather than trying to actively pick stocks and beat the index's benchmark. Index investing features lower fees, greater tax efficiency, and broad diversification. #indexfundinvesting #indexfunds #vanguard #financialliteracy #lifeinsurance

The U.S. has seen a surge in ETF launches in the past decade, with many achieving significant growth. However, some active and thematic ETFs face challenges in sustaining asset growth, highlighting the importance of timing and investor sentiment. See Aniket Ullal's analysis on which ETFs launched were the most "successful" of this decade: https://lnkd.in/gzFtHv6Y

While this paper focusses on the most popular US indices, the lessons it provides on market cap coverage, and suitability of respective benchmarks should be informative to a much broader opportunity set. This is all in line with Mercer’s goal of helping investors make more informed decisions and reduce the level of misfit risk inherent when utilizing strategies benchmarked against differing index providers. #investing #equity #markets

Broad-based market indices serve as a financial yardstick for measuring investment performance, guiding investment decision-making, and assessing the effectiveness of investment strategies. Learn more about Bloomberg's approach to equity index reconstitution: https://bloom.bg/48SWjCH #indices

In today's volatile financial landscape, where traditional stock-bond correlations are at an all-time high, it's important to explore innovative strategies for portfolio diversification and alternative sources of return. The declining correlation between stocks and alternative mutual funds in recent years presents a potential opportunity for investors seeking diversification. Additionally, alternative mutual funds may be able to provide enhanced returns, as this decade has witnessed a marked improvement in the performance of alternative mutual funds compared to their track record over the past 20+ years. To learn more about the potential opportunity we see with alternatives, check out our latest insight here -> https://lnkd.in/ea68hWdf. #alternatives #privatemarkets *For Professional Investors Only

In today's volatile financial landscape, where traditional stock-bond correlations are at an all-time high, it's important to explore innovative strategies for portfolio diversification and alternative sources of return. The declining correlation between stocks and alternative mutual funds in recent years presents a potential opportunity for investors seeking diversification. Additionally, alternative mutual funds may be able to provide enhanced returns, as this decade has witnessed a marked improvement in the performance of alternative mutual funds compared to their track record over the past 20+ years. To learn more about the potential opportunity we see with alternatives, check out our latest insight here -> https://lnkd.in/eQhzNRfn. #alternatives #privatemarkets *For Professional Investors Only

Broad-based market indices serve as a financial yardstick for measuring investment performance, guiding investment decision-making, and assessing the effectiveness of investment strategies. Learn more about Bloomberg's approach to equity index reconstitution: https://bloom.bg/3IxCBle #indices

Our April Factor Performance Report is here! Equity Markets saw a reversal in factor trends through April, with the Momentum surge ultimately ceasing. Download the report for more trends and insight here: https://lnkd.in/dvAVJnbM #factors #factorinvesting #factoranalysis

Our April Factor Performance Report is here! Equity Markets saw a reversal in factor trends through April, with the Momentum surge ultimately ceasing. Download the report for more trends and insight here: https://lnkd.in/ed9JM8pa #factors #factorinvesting #factoranalysis