Description

The various different ways in which indexes can be constructed, how indexes can be used, the role of the index provider, and the potential benefits of index investing.

Learning Objectives


  1. Recall the purpose and structure of financial indexes. Compare major index construction methodologies.
  2. Evaluate the primary uses of indexes in investment portfolios.
  3. Differentiate between key index investing products like ETFs and mutual funds.
  4. Apply index investing principles to construct a sample portfolio.