Indexing

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  1. S&P Dow Jones Indices stands pat on Russian stocks

    trueS&P Dow Jones Indices will not remove any Russian stocks from its indexes at this time as a result of recent sanctions on some Russian securities imposed by the Department of Treasury’s Office of Foreign Assets Control, said David Blitzer, managing director and chairman of the index committee.

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  1. Russell caps index holdings of 2 Russian companies

    trueRussell Investments placed restrictions on two of the four Russian companies that are in Russell indexes and that are sanctioned by the Treasury Department's Office of Foreign Assets Control and the European Union.

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  2. Stock buyback index more than doubling dividend index so far in 2014

    trueThe S&P 500 Buyback index -- which tracks 100 companies with the highest buyback ratio -- has more than doubled returns of the S&P 500 Dividends Aristocrats index so far in 2014. The Dividends Aristocrats index ranks stocks based on consistency of increasing dividends over a 25-year period.

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  3. Sanctions against Russia may lead to index changes

    trueIndex funds might have to divest Russian securities under new sanctions.

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  4. Factor indexes are redefining alpha, MSCI exec maintains

    trueEquity strategies that provide systematic exposure to factors such as value, size and momentum are helping redefine “alpha” in a way that will raise the bar for managers commanding active fees, contends a senior executive with MSCI Inc.

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  5. S&P Dow Jones seeks advice on Russian sanction-related indexes

    trueS&P Dow Jones Indices on Thursday reached out to all managers licensing its indexes to discuss the implications of sanctions on some Russian securities, imposed earlier in the month.

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  6. Orange County mulls decision between active smidcap search or switch to passive

    trueOrange County Employees Retirement System's investment committee is scheduled to decide whether to launch a search for an active domestic smidcap value equity manager or switch to a passive strategy, the agenda for the July 30 meeting shows.

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  7. UPS is looking for smart beta to deliver

    trueThe $28 billion United Parcel Service Inc. defined benefit plan has taken smart beta to a new level, allocating 40% of the equity portfolio to the alternatives to market-capitalization indexes.

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  8. Poll results: What will LSE do with Russell's investment management and consulting businesses?

    trueAlmost 35% of P&I Online readers believe London Stock Exchange Group PLC will keep Russell Investments' asset management and consulting businesses, according to a poll the week of June 30.

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  9. New Russell owners likely to keep only indexing unit

    trueRussell Investments' asset management and consulting businesses will most likely be sold by the London Stock Exchange Group PLC, which is purchasing the entire firm for $2.7 billion, sources say.

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  10. Bogle: Mandates not needed; compensation 'out of control'

    trueJohn C. “Jack” Bogle is firmly against mandates when it comes to everything, from setting a single retirement age to requiring that employers set up retirement savings plans to creating a retirement income adequacy target.

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  11. St. Louis Firefighters' Retirement Plan goes with Vanguard funds

    trueSt. Louis Firefighters' Retirement Plan made investments in two Vanguard Group index mutual funds totaling $3 million.

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  12. Russell purchase will create a titan in indexes

    trueIf the London Stock Exchange Group's deal to buy Russell Investments goes through, it will create the second-largest index provider of U.S.-listed exchange-traded funds by combining Russell Indexes with FTSE, another popular ETF benchmark whose producer is also under LSE Group's aegis.

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  13. FTSE-Russell index combination will rank third in ETF assets

    trueThe combination of London Stock Exchange Group (FTSE) and Russell Investments index businesses will rank the firm third among index providers in terms of exchange-traded fund assets under management across all asset classes.

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