Passive strategies
- Have Investors Paid a Performance Price? Examining the Behavior of ESG Equity FundsJan-Carl Plagge and Douglas M. GrimThe Journal of Portfolio Management January 2020, 46 (3) 123-140; DOI: https://doi.org/10.3905/jpm.2020.46.3.123
- Active Management in Defined Contribution PlansGerald W. Buetow, Bernd Hanke and Maxim ZagonovThe Journal of Retirement January 2020, jor.2019.1.061; DOI: https://doi.org/10.3905/jor.2019.1.061
- The Past, Present, and Future of the Index EffectJennifer Bender, Rohit Nagori and Mitesh TankThe Journal of Index Investing November 2019, 10 (3) 15-37; DOI: https://doi.org/10.3905/jii.2019.1.076
- Managing the Downside of Active and Passive Strategies—Part 1: Convexity and FragilitiesRaphael DouadyThe Journal of Portfolio Management October 2019, 46 (1) 25-37; DOI: https://doi.org/10.3905/jpm.2019.1.112
- Is Commodity Index Investing Profitable?Tobias Fethke and Marcel ProkopczukThe Journal of Index Investing November 2018, 9 (3) 37-71; DOI: https://doi.org/10.3905/jii.2018.1.064
- When Indexing Wins and When It Doesn’t in US Equities: Updating and Extending the Purity HypothesisWilliam ThatcherThe Journal of Index Investing November 2018, 9 (3) 18-23; DOI: https://doi.org/10.3905/jii.2018.9.3.018
- When Less Is More: Passive Volume Algos for Enhanced PerformancePaul Besson and Matthieu LasnierThe Journal of Trading March 2018, 13 (2) 20-34; DOI: https://doi.org/10.3905/jot.2018.13.2.020
- Among Dividend Indexes, It’s Still Important to Know What You OwnDavid B. MazzaThe Journal of Index Investing November 2017, 8 (3) 112-115; DOI: https://doi.org/10.3905/jii.2017.8.3.112
- Commentary: Passive Investing and Market EfficiencyBradford CornellThe Journal of Investing August 2017, 26 (3) 7-9; DOI: https://doi.org/10.3905/joi.2017.26.3.007
- Implementing a Smart Beta Index: The Implications of a Dual Performance Objective and Limited LiquidityAndrew W. Alford and Dmitry A. RakhlinThe Journal of Portfolio Management March 2017, 43 (5) 135-146; DOI: https://doi.org/10.3905/jpm.2017.43.5.135
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