Preview
Moving from the use of market-capitalization-weighted indexes for policy benchmarking and asset allocation to portfolio implementation, investors face considerations such as investability, capacity and liquidity, as well as ongoing exposure management and rebalancing. Index-linked investment vehicles based on market-capitalization-weighted indexes, such as ETFs, futures, options and over-the-counter swaps, can help investors carry out short-term tactical asset-allocation decisions and total-portfolio adjustments. In addition, active and alternative-weighted index strategies rely on market-capitalization indexes as the starting (or parent) universe.
Market-Capitalization-Weighted Indexes in the Investment process
Read the full paper
Read the full paper
Provide your information for instant access to our research papers.
Foundations of Dedicated China Allocations: Part 1
China's rise in global economic influence, increased market size, improved market accessibility and entrance into global equities and fixed-income indexes has led more investors to consider a dedicated China allocation.
Foundations of Dedicated China Allocations: Part 2
In the second installment of "Foundations of Dedicated China Allocations," we focus on configurating and implementing a dedicated China program.
The Impact of China’s New Regulations: A Thematic Lens
Recent regulatory changes in China are aligned with its 14th Five-Year Plan that aims to shift the country from a high-speed to a high-quality model for economic growth.
The content of this page is for informational purposes only and is intended for institutional professionals with the analytical resources and tools necessary to interpret any performance information. Nothing herein is intended to recommend any product, tool or service. For all references to laws, rules or regulations, please note that the information is provided “as is” and does not constitute legal advice or any binding interpretation. Any approach to comply with regulatory or policy initiatives should be discussed with your own legal counsel and/or the relevant competent authority, as needed.