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Table of Contents
Table of Contents
Index funds have transformed investing by providing low-cost, diversified exposure to entire markets, yet many investors fail to understand the mechanics, risks, and strategic decisions behind these passive vehicles.
What You Will Learn
- 1 Learn the origins and economic rationale of index investing.
- 2 Understand how index construction methodologies impact fund performance.
- 3 Analyze tracking error, expense ratios, and total cost of ownership.
- 4 Evaluate different weighting schemes: market-cap, fundamental, equal-weight.
- 5 Implement index fund strategies for portfolio diversification.
- 6 Assess tax efficiency and turnover implications of index funds.
- 7 Identify risks specific to index funds: liquidity, replication, concentration.
- 8 Compare synthetic vs. physical replication and swap-based ETFs.
- 9 Apply factor tilts and smart beta within an index fund framework.
- 10 Develop a comprehensive index fund portfolio management plan.
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Index Fund Management