PREFACE.
ACKNOWLEDGMENTS.
CONTRIBUTORS.
ABOUT THE EDITOR.
CHAPTER 1: Indexing IsActive: The Meaning of Active Indexingand the Interconnected Themes of the Book (Steven A. Schoenfeld).
PART ONE: The Indexing Revolution: Theory and Practice (Steven A. Schoenfeld).
CHAPTER 2: The Foundations of Indexing: Theoretical and Practical Underpinnings of a Heretical Concept (Binu George, Steven A. Schoenfeld, and Jim Wiandt).
CHAPTER 3: The Ever-Evolving Uses of Indexing: Why the Active versus Index Debate Is Over (Matthew Scanlan, Binu George, Francis Enderle, and Steven A. Schoenfeld).
CHAPTER 4: Market Uncertainty and the Role of Indexing (Adele Kohler).
PART TWO: Benchmarks: The Foundation for Indexing (Steven A. Schoenfeld).
CHAPTER 5: The Vital Importance and Fundamental Uses of Benchmarks (Pamela Cloyd, Larry Siegel, and Steven A. Schoenfeld).
CHAPTER 6: Perfection Impossible: Best Practices for Index Construction (Steven A. Schoenfeld).
CHAPTER 7: The Ideal Index Construction (Gus Sauter).
CHAPTER 8: U.S. Equity Benchmarks—Broad-Cap, Size, and Style Indexes: Slicing and Dicing the U.S. Equity Market (Gardner Platt, Brad Pope, and Chad Rakvin).
CHAPTER 9: International/Global Equity Benchmarks for North American Investors (Steven A. Schoenfeld and Robert Ginis).
CHAPTER 10: Fixed-Income Benchmarks (Vache Mahseredjian and Mark Friebel).
CHAPTER 11: Hedge Fund Benchmarks and Asset Allocation (Mark Anson).
CHAPTER 12: Using Indexes as Analytical Tools: Viewing Changes in the World’s Stock Markets through the Benchmarks (Mark Sladkus).
CHAPTER 13: Socially Responsible Investment and Index Benchmarks (Peter Wall).
PART THREE: The Ever-Expanding Variety and Flexibility of Index Products (Steven A. Schoenfeld).
CHAPTER 14: The Wide World of Index Products: Building Blocks for an Efficient Portfolio (Steven A. Schoenfeld and Joy Yang).
CHAPTER 15: Enhanced Indexing: Adding Index Alpha in a Disciplined, Risk-Controlled Manner (Steven A. Schoenfeld and Joy Yang).
CHAPTER 16: Exchange-Traded Funds: A Flexible and Efficient Investment Tool (Yigal Jhirad, Omer Ozkul, and David Qian).
CHAPTER 17: Indexing Real Estate (James S. Keagy).
CHAPTER 18: Active Indexing: Sophisticated Strategies with Index Vehicles (Steven A. Schoenfeld, Robert Ginis, and Niklas Nordenfelt).
PART FOUR: Managing Index Funds: It’s Anything but Passive! (Steven A. Schoenfeld).
CHAPTER 19: Fundamental Index Portfolio Management Techniques (Steven A. Schoenfeld and Kevin Maeda).
CHAPTER 20: The Unique Challenges of U.S. Equity Index Management (Amy Schioldager, Will Hahn, Ed Hoyt, and Jane Leung).
CHAPTER 21: Delivering Performance in International Equity Indexing (Eleanor de Freitas, Robert Ginis, Creighton Jue, Tom McCutchen, Steven A. Schoenfeld, and Amy Whitelaw).
CHAPTER 22: Managing Fixed-Income Index Funds (Elizabeth Para and Partha Dasgupta).
CHAPTER 23: Managing Exchange-Traded Funds (Lisa Chen and Patrick O’Connor).
CHAPTER 24: Index-Based Separately Managed Accounts: Delivering on the Performance Promise (Mark Adams, Kevin Maeda, and Steven A. Schoenfeld).
PART FIVE: Pulling It All Together: How to Use Index Products to Build an Efficient, Risk-Controlled Investment Strategy (Steven A. Schoenfeld).
CHAPTER 25: Choosing among Index Vehicles: How Does an Institutional Investor Select an Investment Product? (Joanne Hill and Barbara Mueller).
CHAPTER 26: How and Why Large Pension Plans Use Index-Based Strategies as Their Core Investments (Nancy Calkins).
CHAPTER 27: Tax-Efficient Indexation (Mark A. Zurack).
CHAPTER 28: Indexing for Advisors: A Sophisticated Strategy for Professional Investment Advisors and Their Clients (Michael J. Chasnoff).
CHAPTER 29: Indexing for Individual Investors (Greg Baer and Gary Gensler).
CHAPTER 30: Indexing at the Core: The Four Key Axioms for Long-Term Investment Success (Steven A. Schoenfeld).
CHAPTER 31: The Future of Indexing: The Revolution Has Just Begun! (Steven A. Schoenfeld).
GUIDE TO THE E-PPENDIX: www.ActiveIndexInvesting.com, Partnered with IndexUniverse.com.
ABRIDGED GLOSSARY OF INDEXATION AND QUANTITATIVE INVESTMENT TERMINOLOGY.
ABRIDGED BIBLIOGRAPHY AND RESEARCH RESOURCES.
INDEX.