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On our site and in our monthly journals, we provide you with exceptionally high quality content designed to make you a smarter investor, and help you make good decisions about your financial future. We start with a clear explanation of our methodologies (including their strengths and weaknesses) and use them to generate model long-term asset allocation policy portfolios and rebalancing strategies. In addition, because a long-term plan can be seriously hurt by large downside losses, in each month's issue of The Index Investor we provide you with updated asset class valuation analyses, to help spot emerging overvaluations before these bubbles pop and cause significant negative portfolio returns. Each month's journal also contains other articles on different aspects of asset allocation and the appropriate use of active and passive investment strategies. All of these articles we have published over the past ten years are also available here on www.indexinvestor.com, in easy-to-use topical collections and back issues of the journals themselves. Here are just some of the other things you can do on our site:
Learn about asset classes and asset allocation
Understand the strengths and weaknesses of different asset allocation methodologies
Choose from over 7,000 model portfolios (containing long-term asset allocations and rebalancing strategies), based on your functional currency, time horizon, expected savings rate and accumulation goal
Or, if you are retired, or close thereto, visit Retired Investor, which has different model portfolios based on your functional currency, expected years of remaining life, portfolio income (withdrawal) target, and bequest goal
Decide on the mix of active and passive management you want in your portfolio.
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Or read an advanced discussion about separating alpha from beta investing (also known as "Portable Alpha")
Learn about the ETF market and the advantages and disadvantages of exchange traded funds (ETFs) and index mutual funds
Or explore the difference between market capitalization and fundamental index weighting
Explore more advanced topics, such as the role of alternative investments in your portfolio, such as commodities, timber, domestic and foreign property, equity volatility and equity market neutral.
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Our journal and website give you the knowledge you need.
The Index Investor is available in both html and pdf formats. Each issue contains reviews of new investment products and strategies, and in-depth analyses of issues related to asset allocation and the debate over indexing versus active management. Twice each year we review our outlook for the economy, and its implication for asset class returns and asset allocation strategy. In addition, our economic early warning indicators are updated quarterly. Our collected writing on key subjects is organized on our website in an easy-to-use format to facilitate self-study by our subscribers.
Each month's edition of The Index Investor also contains year-to-date asset class returns, our equity markets valuation update, and up-to-date results for over 7,000 model portfolios solutions are available to subscribers whose functional currencies include Australian, Canadian, and U.S. Dollars, Euro, Indian Rupees, Swiss Francs, Yen and U.K. Pounds. Our model portfolios are based on broadly defined asset classes and strategies, including real return bonds, domestic investment grade bonds, foreign currency bonds, domestic commercial property (real estate), foreign commercial property, commodities, timber, domestic equity, foreign equity, emerging markets equity, equity market neutral (uncorrelated alpha strategies) and equity market volatility. We also discuss the pros and cons of using different tilts within these asset classes (e.g., toward small cap value stocks, industry sectors, private equity and venture capital). If you would like more information about how we construct our model portfolios, click here. If you would like to see a sample model portfolio, click here.
Journal subscribers also have access to a directory of investment products (e.g. index funds and exchange traded funds) that can be used to implement our model portfolios' asset allocations, including a comparison of their associated expenses and year-to-date performance, as well as references to the most important academic research related to the issues we cover. Please feel free to download a sample copy. You may also want to review our full library of back issues. Subscribe to The Index Investor and join our growing community. For more about the people behind The Index Investor, click here.
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We also offer two books: The Index Investor Guide to Asset Allocation, and Indexing Versus Active Management: The Trial of a Prudent Investor. These books are now only available in electronic (pdf) format. New editions in paper format are planned for early 2008 after our bi-annual review of our portfolios. For more information about them click here.
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What's New on The Index Investor
2.08 First Issue of 2008. Economic Update, What's Not in Our Model Portfolios and Why, and Market Timing, Favorite Writers and Research of Note
3.08 March 2008. The Supply of Alpha and the Returns from Active Management and Market Capitalization versus Fundamental Indexing: An Update
4.08 April 2008. Investing in the Anglosphere: Who is the Fairest of Them All? and New Products ICI, DBV, RYFOX, WIP, and WCWI; More Criticism of Private Equity and Search for Alpha
5.08 May 2008. May 2008 Economic Update, and New Passive Investing Research, New ETF Products, Canadian Asset Allocation ETFs and New Research on Investing After Retirement
6.08 June 2008. The Quants' Failure, and the Metaphysics of Financial Markets and Criminalizing Doubt? GARTX; Interesting Research; Some Perspective on the Housing Crisis and New iPath Carbon Index Exchange Traded Note
7.08 July 2008. Making Sense of Rapidly Changing and Highly Uncertain Financial Markets and Product and Strategy Notes: CO2 Developments; Sector Rotation: Marketers vs. Academics; Research of Interest to Advisors and What Drives the Madness of Crowds?
8.08/09.08 August/September Double Issue 2008. Looking Back on the 2007 Credit Crisis, Possible Implications of Some Trends that Cannot Continue and Product and Strategy Notes: Profitability of Active Managers and Other News from the Private Equity Front
10.08 October 2008. Economic and Asset Allocation Update and Product and Strategy Notes: Is a Financial Crisis a Normal Accident?; New Products and Studies; and The Supply of and Demand for Commodity Index Returns
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"November 2008 II Journal"
Publication Date: November 12, 2008
This month's feature article analyzes whether emerging market equities as an asset class are undervalued today, focusing on their future growth rate and appropriate risk premium.
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Our Product and Strategy Notes have an-depth discussion of deflation risk, including what history tells us about how long deflations last and how they end. We also cover new research on the underlying causes of the U.S. housing crisis, the underwhelming performance of commodity trading advisors (CTAs), and the equally disappointing performance thus far of carbon emissions credits as an asset class.
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همه برنامه ها برای شما دوستان عزیز و خریداران گرامی سرتاسر دنیا به خصوص ایران اسلامی
امیدوارم این سایت مطالب جالب و دیدنی زیادی را به همراه داشته و از شما صادقانه تقاضا می کنم ما را در بهتر کردن مطالب این سایت یاری فرمایید
با تشکر مدیریت سایت:مهران هوری پور