OutDex™ to Outperform an Index: Incorporating the Best of Active and Passive Investment Strategies.

Autor: N. W., Edward, Dornick, Christopher R., Jiang, John Q., Sivin, Gregory Y.
Předmět:
Zdroj: Journal of Index Investing; Fall2015, Vol. 6 Issue 2, p46-55, 10p
Abstrakt: The article offers OutDex strategies to track market capitalization weighted indexes by combining active and passive investments like mutual funds or exchange-traded funds, wherein investors are provided with factor based excess returns.
Databáze: Complementary Index