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The Index Standard^® Research/Guides

Many resources for investors have too much financial jargon that most people cannot comprehend. Nobody should feel like they need a Ph.D in Finance or a dictionary to understand indices. To make finance approachable, we provide you with index research and guides written in plain English. We share with you our collective knowledge and experience on a wide range of topics, from factor indexing to index weighting methods.

Our guides are published and updated regularly to provide you with greater awareness and understanding of the best in class indices, making your investment decisions more relevant and more informed.

The New Rules for ESG

ESG has become popular, even over-hyped, and is seeing significant flows. Same as the smart beta hype a few years ago. What should you be aware of to avoid disappointing outcomes?

Passive Is The New Active

How active asset managers are jumping on the passive bandwagon. Click here to find out more.

What Does Index Sampling Mean?

Index sampling is a litte known technique that is used differently by various ETF providers across the industry. It can impact you. Click here to find out what it means.

Insights: The Devil is in the Dividend Methodology

Click here for our Insights on Dividend Methodologies.

What are Factor Indices? An Independent Guide

Read our independent guide on investment factors. We use jargon free language to clearly explain what investment factors are and how they work. Click here for more details.

The Low Volatility Factor: Why Being Boring Can Be Attractive

Some people live on adrenaline and adore risk, others prefer low key longevity. If being dull can deliver solid returns, would you mind being called a bore? Click here to read on.

The Momentum Factor: “The Trend Is Your Friend”

Can you gain from jumping on to the gravy train? Sure, but it’s not for the faint-hearted and expect some bumps along the way. Click here to read on.

The Quality Factor: How Do You Spot Good All-Rounders?

For academics researching investment strategies and outcomes, companies with good all-round fundamental attributes may deliver more consistent returns. Click here to read on.

The Size Factor: Can David Always Win, or Does It Depend on Which Goliath He’s Fighting?

Size is long standing factor, small-cap stocks had an impressive run many years ago. With big tech stocks dominating, is the size factor still relevant? Click here to read.

The Index Standard® Research/Guides