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Relevant bibliographies by topics / Index funds

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Academic literature on the topic 'Index funds'

Author: Grafiati

Published: 4 June 2021

Last updated: 25 July 2025

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Journal articles on the topic "Index funds"

1

Chang, Edward, and George Swales, Jr. "Do Enhanced Index Funds Outperform Pure Index Funds?" Journal of Finance Issues 4, no. 2 (2006): 128–37. http://dx.doi.org/10.58886/jfi.v4i2.2442.

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This abstract was created post-production by the JFI Editorial Board. In this paper, we first distinguish enhanced indexing from pure indexing, then review the literature on performance studies of enhanced index funds, and examine the characteristics and performance of pure index funds and enhanced index funds.

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Crane, Alan D., and Kevin Crotty. "Passive versus Active Fund Performance: Do Index Funds Have Skill?" Journal of Financial and Quantitative Analysis 53, no. 1 (2018): 33–64. http://dx.doi.org/10.1017/s0022109017000904.

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We apply methods designed to measure mutual fund skill to a cross section of funds that is unlikely to exhibit managerial portfolio selection skill: index funds. Surprisingly, these tests imply index fund skill exists, is persistent, and is in similar proportion as in active funds. We use the distribution of passive fund performance to gauge the incremental ability of active managers. Outperformance by top active funds is lower when benchmarked to the index fund distribution and disappears when we account for residual risk. Stochastic dominance tests suggest no risk-averse investor should choo

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Alteen, C., and V. Wohlgemuth. "Do actively managed funds perform better than index funds? A test in the Canadian market." European Journal of Management Issues, no. 7 (December 25, 2016): 163–69. https://doi.org/10.15421/191616.

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<strong>Actuality of the study:</strong> Mutual funds are a favourite investment product among many investors. They provide a simple means of diversification, especially for those with smaller amounts of capital, and the popularity of mutual funds has increased with the success of the marketing efforts behind them. <strong>Purpose:</strong> This study evaluates the performance of actively managed and index mutual funds within the Canadian equities market. <strong>Findings:</strong> As index investing has increased in popularity, and other markets have become more connected and o

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Kostovetsky, Leonard. "Index Mutual Funds and Exchange-Traded Funds." Journal of Portfolio Management 29, no. 4 (2003): 80–92. http://dx.doi.org/10.3905/jpm.2003.319897.

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Skaden, Erik. "Index Mutual Funds and Exchange-Traded Funds." CFA Digest 34, no. 1 (2004): 73–74. http://dx.doi.org/10.2469/dig.v34.n1.1434.

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Bruce, Brian R., and Anne Eisenberg. "Global Synthetic Index Funds." Journal of Investing 1, no. 2 (1992): 45–47. http://dx.doi.org/10.3905/joi.1.2.45.

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Agapova, Anna. "Conventional mutual index funds versus exchange-traded funds." Journal of Financial Markets 14, no. 2 (2011): 323–43. http://dx.doi.org/10.1016/j.finmar.2010.10.005.

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Amin, Moch. "Performance Comparison of Islamic Mutual Funds with Conventional Mutual Funds." Jihbiz : jurnal ekonomi, keuangan dan perbankan syariah 3, no. 1 (2019): 38–54. http://dx.doi.org/10.33379/jihbiz.v3i1.787.

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The purpose of this study is to determine whether or not there is a difference in mutual fund performance between sharia mutual funds and conventional mutual funds from 2016 to 2018. The data used is secondary data in the form of NVA report data of 34 mutual funds consisting of 16 sharia mutual funds and 18 conventional mutual funds. The data analysis method used is the Jensen Index, Sharpe index, Treynor Index, MM Index, and TT Index methods and uses the t-test to see whether there are differences in mutual fund performance. The results of this study conclude that quantitatively there is no d

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Rai, Aditya. "A Study on Mutual Fund Performance: Analyzing Index Funds vs. Actively Managed Funds in the Indian Market." International Scientific Journal of Engineering and Management 04, no. 06 (2025): 1–9. https://doi.org/10.55041/isjem04308.

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Abstract This study presents a comparative analysis of actively managed mutual funds and index (passive) funds within the Indian financial landscape. The research evaluates ten selected funds—five active and five passive—spanning a five-year period (January 2020 to December 2024). The objective was to assess these funds across key parameters including compound annual growth rate (CAGR), standard deviation, Sharpe Ratio, Alpha, Beta, expense ratio, and tracking error. The analysis indicates that passive funds, owing to their lower costs and consistent benchmark tracking, offer better risk-adjus

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Raubenheimer, H. "Serial correlation and TEV bias in index funds." South African Journal of Business Management 34, no. 2 (2003): 45–53. http://dx.doi.org/10.4102/sajbm.v34i2.681.

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Index or passive fund managers and investors analyse the interim volatility of the difference between their fund’s returns and the index’s returns, i.e. the fund’s tracking error variance** (TEV) in order to monitor the success with which tracker funds mimic their benchmark. The objective of a passive or index fund manager should be to keep TEV as close to zero as possible. Pope and Yadav (1994) show that an index fund that is overweight relative to it’s index in either relatively less or relatively more liquid stocks, is expected to exhibit negative serial correlation in its TE’s. Consequentl

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Dissertations / Theses on the topic "Index funds"

1

Lundvik, Andreas. "Portfolio insurance methods for index-funds." Thesis, Uppsala University, Department of Mathematics, 2005. http://urn.kb.se/resolve?urn=urn:nbn:se:uu:diva-121382.

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Sandberg, Adele, and Frida Ottosson. "Investor Rationality in Index Funds : An Analysis of the Swedish Investor Rationality when Investing in Index Funds." Thesis, Umeå universitet, Företagsekonomi, 2019. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-164237.

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iiABSTRACTBehavioral finance has been a popular research subject for a while and therefore the understanding of human behavior when it comes to private financial investments has increased. When comparing human behavior to the financial theories one can conclude thatthe assumption of perfect and efficient markets with fully informed and rational investors is not realistic. This study has therefore looked at the investor rationality when choosing which index fund to invest in. Index funds are to a large degree used asa savings tool for either pensions or other specific purposes. It was therefore

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Antonov, Andrii, and Tobias Schirra. "Tracking down European Markets : Tracking Performance of ETFs and Mutual Index Funds." Thesis, Umeå universitet, Företagsekonomi, 2013. http://urn.kb.se/resolve?urn=urn:nbn:se:umu:diva-76238.

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In recent years, the financial service industry demonstrated substantial growth of Exchange Traded Funds (ETFs). Apart from offering access to new and more specific investment opportunities, many ETFs enter direct competition with conventional, already existing Mutual Index Funds. With 22,1% growth of assets over the past 5 years, the European market by now accounts for 19% of the global ETF market, while at the same time we observe a decline of cash flows to Mutual Index Funds. Given the recent development, index investors are likely to face a choice between ETFs and Mutual Index Funds offeri

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Qian, Jing. "Evaluation of Hedge Funds Performance." Digital Archive @ GSU, 2006. http://digitalarchive.gsu.edu/math_theses/15.

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Hedge funds are private investment funds characterized by unconventional strategies. This thesis employed multi-factor CAPM to evaluate the performance, or manager skill of hedge funds investment segments by using CSFB/Tremont Hedge Fund Indices from January 1994 to September 2005. The performance evaluation is based on the concept of ¡°Jansen¡¯s alpha¡±, which is estimated by applying Generalized Method of Moment. The finding is that hedge funds industry in general displayed the ability to outperform market proxy. Global Macro shows the strongest manager skill, followed by Event Driven, Equit

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Hassan, Abul. "Evaluating the performance of managed funds : the cases of equity, ethical funds and Islamic index." Thesis, Durham University, 2005. http://etheses.dur.ac.uk/2731/.

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Managed funds have become a popular investment tool and possess a lot of advantages. However, in spite of their popularity, most past research findings on the evaluation of performance have suggested that managed funds were unable to do significantly better than a large unmanaged portfolio. The aim of this thesis is to evaluate empirically the performance of managed funds. The funds chosen are; UK equity, ethical unit trusts and US-based Dow Jones Islamic index -an index of Islamic ethical funds portfolio. We examine the performance of UK equity unit trusts which invest in UK equities, using m

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Gouveia, André Gonçalves Pinto de. "An alternative stock index for benchmarking portuguese investment funds." Master's thesis, Instituto Superior de Economia e Gestão, 2011. http://hdl.handle.net/10400.5/10136.

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Mestrado em Finanças<br>O índice PSI 20 é o padrão de referência por excelência da Euronext Lisboa. No entanto, os gestores de fundos portugueses que investem em ações nacionais podem não ter a possibilidade de replicar a carteira do PSI 20, devido às restrições ao investimento impostas pela regulação europeia para os mercados financeiros, nomeadamente as Diretivas UCITS. Este trabalho vai analisar até que ponto estas limitações podem ser impeditivas da performance dos fundos de investimento. É feita uma caracterização da legislação aplicável, bem como do segmento de fundos de investimento em

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Agapova, Anna. "Cross-Sectional Differences between Topic 1: Money Market Mutual Funds and their Role in the Mutual Fund Families. Topic 2: Innovations in Financial Products. Conventional Mutual Funds versus Exchange Traded Funds." Digital Archive @ GSU, 2007. http://digitalarchive.gsu.edu/finance_diss/10.

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The first essay examines cross-sectional differences between money market mutual funds (MMMFs), in the context of the sponsoring fund family. While extant studies have shown that fund family characteristics impact the management of open-end equity mutual funds, results of this study’s analysis find that fund family characteristics also affect the management of MMMF assets, contributing to differences in the maturity of the fund’s holdings, expenses, and realized returns. I find that an MMMF is not simply a transitional account with a short-term low-risk investment objective, but rather, a crit

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Rivera, del Piélago Norma Cecilia. "Mining and Social Funds: Analysis of the model based in the case of the Social Fund Michiquillay." Revista de Ciencia Política y Gobierno, 2015. http://repositorio.pucp.edu.pe/index/handle/123456789/53702.

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Desde diciembre de 2008 el Estado peruano puso en operación el mecanismo de los fondos sociales, como medio para canalizar parte de los ingresos percibidos por el Estado a cuenta de las concesiones mineras, hacia inversiones y proyectos de orden social que beneficien a la población aledaña a dichas concesiones y contribuir a la legitimación de las empresas extractivas en dichas zonas. El modelo, basado en la gestión privada de los fondos y la participación directa de los actores locales, buscó agilizar la gestión y ejecución de los recursos, librándola de las demoras inherentes a la gestión pú

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Welch, Steven J. "Two Essays Relating to Mutual Fund Performance." ScholarWorks@UNO, 2007. http://scholarworks.uno.edu/td/590.

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In two unrelated papers, we examine different aspects of mutual fund performance and other issues. In the first chapter, we look at exchange-traded funds (ETFs) and how they differ from index funds in performance and tracking error. Using daily data and a more comprehensive sample than past research, we find abnormal returns associated with the ETFs are higher than the alphas of the index funds in most cases. The results are much more prevalent in funds that follow the S&P 500 than funds that do not. When examining the tracking errors, we find index funds are able to track their indexes

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Carlsson, Martin. "Performance differences across markets : A study of mutual funds." Thesis, Jönköping University, JIBS, Economics, 2006. http://urn.kb.se/resolve?urn=urn:nbn:se:hj:diva-570.

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<p>In this thesis, I examine the performance of a sample of ten Swedish-based internationally diversified mutual funds managed by one of the largest commercial banks in the Nordic region.</p><p>The investigation cover a time span between 2000 and 2005 divided into two sets, 2000-2002 and 2003-2005. To measure the performance of the funds, I will utilize the Jensen’s index.</p><p>The results shows that there is no empirical evidence which indicates that managers seize superior stock selection skills when investing locally compared with investing on different markets for the selected funds. It d

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Books on the topic "Index funds"

1

Mossavar-Rahmani, Sharmin. Bond index funds. McGraw-Hill, 1991.

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Mossavar-Rahmani, Sharmin. Bond index funds. Probus Pub. Co., 1991.

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Goetzmann, William N. Index funds and stock market growth. National Bureau of Economic Research, 1999.

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Nwogugu, Michael I. C. Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2.

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Ferri, Richard A. All about index funds: The easy way to get started. 2nd ed. McGraw-Hill, 2007.

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Diwan, Ishac. Empirical perspectives on national index funds. Debt and International Finance Division, International Economics Dept., World Bank, 1993.

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Evans, Richard E. Earn more (sleep better): The index fund solution. Simon & Schuster, 1999.

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Maley, Dale C. Index mutual funds: How to simplify your financial life and beat the pro's. Artephius Pub., 1999.

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Zhenru, Liu, ed. Mai dui ji jin zuan da qian: Ren ren dou neng cheng wei tou zi ying jia. Shang zhou chu ban, 2008.

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Good, Walter R. Index your way to investment success. NYIF, 1998.

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Book chapters on the topic "Index funds"

1

Tower, Edward. "Classic and Enhanced Index Funds: Performance and Issues." In Mutual Funds. John Wiley & Sons, Inc., 2011. http://dx.doi.org/10.1002/9781118266397.ch13.

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Tower, Edward. "Performance of Actively Managed versus Index Funds: The Vanguard Case." In Mutual Funds. John Wiley & Sons, Inc., 2011. http://dx.doi.org/10.1002/9781118266397.ch12.

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Malkiel, Burton G. "Efficient Markets and Mutual Fund Investing: The Advantages of Index Funds." In Mutual Funds. John Wiley & Sons, Inc., 2011. http://dx.doi.org/10.1002/9781118266397.ch7.

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Nwogugu, Michael I. C. "Introduction." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_1.

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Nwogugu, Michael I. C. "Some New Index-Calculation Methods and Their Mathematical Properties." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_10.

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Nwogugu, Michael I. C. "Financial Indices, Joint Ventures and Strategic Alliances Invalidate Cumulative Prospect Theory, Third-Generation Prospect Theory, Related Approaches and Intertemporal Asset Pricing Theory: HCI and Three New Decision Models." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_11.

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Nwogugu, Michael I. C. "Economic Policy, Complex Adaptive Systems, Human-Computer-Interaction and Managerial Psychology: Popular-Index Ecosystems." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_12.

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Nwogugu, Michael I. C. "Implications for Decision Theory, Enforcement, Financial Stability and Systemic Risk." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_13.

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Nwogugu, Michael I. C. "Number Theory, “Structural Biases” and Homomorphisms in Traditional Stock/Bond/Commodity Index Calculation Methods in Incomplete Markets with Partially Observable Un-aggregated Preferences, MN-Transferable-Utilities and Regret–Minimization Regimes." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_2.

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Nwogugu, Michael I. C. "A Critique of Credit Default Swaps (CDS) Indices." In Indices, Index Funds And ETFs. Palgrave Macmillan UK, 2018. http://dx.doi.org/10.1057/978-1-137-44701-2_3.

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Conference papers on the topic "Index funds"

1

Park, Young Kyu, Hyun Ju Jung, and Hae Song Choi. "Comparison Analysis of Conventional Index Funds and Exchange-Traded Funds." In Business 2014. Science & Engineering Research Support soCiety, 2014. http://dx.doi.org/10.14257/astl.2014.57.11.

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Worasucheep, Chukiat. "Trading Index Mutual Funds with Evolutionary Forecasting." In 2008 IEEE Congress on Evolutionary Computation (CEC). IEEE, 2008. http://dx.doi.org/10.1109/cec.2008.4630833.

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Farrelly, Kieran, and Alex Moss. "Alternative Index (Smart Beta) strategies for REIT Mutual Funds." In 22nd Annual European Real Estate Society Conference. European Real Estate Society, 2015. http://dx.doi.org/10.15396/eres2015_60.

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Кругляк, Людмила Ивановна, and Екатерина Сергеевна Короткова. "PASSIVE INVESTING INDEX FUNDS IN FOREIGN AND RUSSIAN PRACTICE." In Поколение будущего: сборник статей L международной научной конференции (Санкт-Петербург, Май 2024). Crossref, 2024. http://dx.doi.org/10.37539/240531.2024.55.42.011.

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OGRYZEK, Marek. "AFFORESTATION IN RURAL DEVELOPMENT PROGRAMME AND ITS ROLE IN CHANGING LAND USE STRUCTURE." In Rural Development 2015. Aleksandras Stulginskis University, 2015. http://dx.doi.org/10.15544/rd.2015.048.

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The paper deals with EU financial support mechanisms for agricultural holdings (in terms of spatial differentiation) and includes the issues related to a range of activities within the Rural Development Plan/Programme [Polish: PROW] which were conducted between 2002 and 2004 (Rural Development Plan) and between 2007 and 2010 (Rural Development Programme 2007–2013) and with regard to the organisation and technological development of agriculture, i.e. afforestation. The research demonstrated serious territorial differences in the amount and structure of European funds acquired by agricultural ho

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Chen, Sheng-Hung, Hui-Cheng Wang, Meng-Gu Chen, Chi-Jui Huang, and Tsorng-Chyi Hwang. "Do Index Funds Perform Acceptably? Evidence of Time Varying Risk Analysis." In 2009 WRI World Congress on Computer Science and Information Engineering. IEEE, 2009. http://dx.doi.org/10.1109/csie.2009.500.

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Moses, Rtwick George, Santhi Natarajan, and Malakreddy A. Bharathi. "DIIT: A General Model for Time Series Projections, Proven on NIFTY Index Funds." In 2021 Fourth International Conference on Microelectronics, Signals & Systems (ICMSS). IEEE, 2021. http://dx.doi.org/10.1109/icmss53060.2021.9673597.

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Akçacı, Taner, and Aydan Karaata. "The Paradoxical Effect of International Funds in Turkey: Dutch Disease." In International Conference on Eurasian Economies. Eurasian Economists Association, 2014. http://dx.doi.org/10.36880/c05.00906.

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International funds flow freely across the countries both quantitatively and legally as a result of financial liberalization carried out by globalization process and huge amount of money flows into the countries in liberal system. Particularly for developing countries, these fund flows refer as hot money are mentioned frequently with respect of positive and negative signs. High export performance of the Netherlands as a result of discovering large natural gas reserve leads to increase rapidly its own currency. In 1959 when economic indicators getting worse, the reason of crisis appears as decr

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Yong, He, and Tian Yuan-fei. "Notice of Retraction: Chinese Enterprises' R&D Funds Management Capability Measure: Index System." In 2010 International Conference on E-Business and E-Government (ICEE 2010). IEEE, 2010. http://dx.doi.org/10.1109/icee.2010.608.

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Ibrahim, Mohamad Andri, Popon Srisusilawati, Gusti Khairina Shofia, and Nanik Eprianti. "Impact of Macroeconomy and Jakarta Islamic Index on Net Assets Value of Islamic Mixed Mutual Funds." In 2nd Southeast Asian Academic Forum on Sustainable Development (SEA-AFSID 2018). Atlantis Press, 2021. http://dx.doi.org/10.2991/aebmr.k.210305.064.

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Reports on the topic "Index funds"

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Brown, Zach, Mark Egan, Jihye Jeon, Chuqing Jin, and Alex Wu. Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market. National Bureau of Economic Research, 2023. http://dx.doi.org/10.3386/w31778.

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Goetzmann, William, and Massimo Massa. Index Funds and Stock Market Growth. National Bureau of Economic Research, 1999. http://dx.doi.org/10.3386/w7033.

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Barahona, Ricardo. Index fund flows and fund distribution channels. Banco de España, 2025. https://doi.org/10.53479/39443.

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In the United States, investors leave large amounts of money on the table when investing in index funds. I show that even though high fees strongly predict poor performance, investors have little sensitivity to fees. This can be explained by fund intermediation in the retail sector and the legal standard of care that intermediaries have towards their clients. Net inflows to high-fee funds are higher when brokers and financial advisors receive sales commissions from the investment management company. When funds are sold through intermediaries held to higher standard of care, such as those sold

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Egan, Mark, Alexander MacKay, and Hanbin Yang. Recovering Investor Expectations from Demand for Index Funds. National Bureau of Economic Research, 2020. http://dx.doi.org/10.3386/w26608.

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Bebchuk, Lucian, and Scott Hirst. Index Funds and the Future of Corporate Governance: Theory, Evidence, and Policy. National Bureau of Economic Research, 2019. http://dx.doi.org/10.3386/w26543.

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Garlati, Adrian. Climate Change and Extreme Weather Events in Latin America: An Exposure Index. Inter-American Development Bank, 2013. http://dx.doi.org/10.18235/0009074.

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Climate change is changing the frequency and intensity of Extreme Weather Events (EWEs), particularly in poor developing countries, and the international community is increasingly suggesting the design of adaptation funds to resolve this situation. Measures of vulnerability and exposure to EWEs are a critical instrument in guaranteeing a transparent, efficient and equitable allocation process in these funds. Latin American countries, which contribute little to climate change but are hard-hit by EWEs, urgently need new indicators to back up their claims for financial and technical assistance. U

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Choi, James, David Laibson, and Brigitte Madrian. Why Does the Law of One Price Fail? An Experiment on Index Mutual Funds. National Bureau of Economic Research, 2006. http://dx.doi.org/10.3386/w12261.

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Schiantarelli, Fabio, Andrew Weiss, and Arturo Galindo. Does Financial Liberalization Improve the Allocation of Investment?: Micro Evidence from Developing Countries. Inter-American Development Bank, 2002. http://dx.doi.org/10.18235/0010802.

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In this paper, It has been addressed this question using firm-level panel data from 12 developing countries. It was also developed a summary index of the efficiency of investment allocation that measures whether, and to what extent, investment funds are going to firms with a higher marginal return to capital. Then it was examined the relationship between this index and various measures of financial liberalization. The results suggested that in the majority of cases financial reform has led to an increase in the efficiency with which investment funds are allocated.

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Hortacsu, Ali, and Chad Syverson. Product Differentiation, Search Costs, and Competition in the Mutual Fund Industry: A Case Study of the S&P 500 Index Funds. National Bureau of Economic Research, 2003. http://dx.doi.org/10.3386/w9728.

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Allado, Armin Paul, Lance Nicklaus Lim, Neri Angelie Tulauan, Marvin Kyle Abreu, Patricia Louise Agabin, and Jaoquin Charles Regio. Construction of an Index Tracker for Debt Sustainability Assessment in the Philippines. Asian Development Bank Institute, 2022. http://dx.doi.org/10.56506/lpbc3497.

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With economies around the world facing more dire challenges as an immediate result of the COVID-19 pandemic, the need for national governments to borrow funds has grown. The abrupt increase in debt level highlights the importance of implementing suitable models to project emerging debt scenarios and assess debt sustainability. Given that sustainable debt levels vary from country to country, we applied the IMF’s Debt Sustainability Analysis to assess the Philippines’ debt burden over time to be used as an input in the construction of a debt index tracker that incorporates other relevant fiscal

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