Preparation for Indexing (Building Blocks Ep. 1)


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Preparation for Indexing (Building Blocks Ep. 1)

Sample Questions

General questions / Introduction

Indices have become synonymous with markets, the economy, why is this?

Do indices provide an accurate and useful view of the markets?

Why are we using specific indices as geographic or sector reference (FTSE, CAC, FTSE, DAX) and not others?

What are some issues or lesser known facts with popular indices?

Indexing and financial instrument

How are indices built? Who decides?

Indexing and ETFs (discussion): marketing impact, innovation

Indexing and active funds (discussion): benchmarking, relevance

Smart indexing and other questions

Can indices “really” be smart? What are smart indices?

How smart can they become and what are the limits?

What could happen if the proportion of indexed / passive investments grows considerably?

What are your thoughts on the rise of passive (indexed) ETFs and market volatility / overall impact?

References

Recent articles and blogs

[contentcards url=https://www.marketwatch.com/story/investors-beware-not-all-indexes-are-the-same-2017-10-16]

 

[contentcards url=https://en.wikipedia.org/wiki/Dow_Jones_Industrial_Average]

 

[contentcards url=https://www.moneyobserver.com/news/there-are-now-70-times-more-stock-market-indices-listed-stocks-world]

 

[contentcards url=https://www.breakingviews.com/columns/chancellor-index-investment-riskier-than-it-looks/]

[contentcards url=https://bebusinessed.com/history/history-of-the-stock-market/]

Books and research

[contentcards url=http://knowledge.wharton.upenn.edu/article/if-index-funds-perform-better-why-are-actively-managed-funds-more-popular/]

 

[contentcards url=https://www.bis.org/publ/qtrpdf/r_qt1803j.htm]

 

[contentcards url=http://corporate1.morningstar.com/ResearchLibrary/article/677754/lets-not-all-become-fundamental-indexers-just-yet/]

More information for interviewees

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