Indexing

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  1. 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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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. S&P 500 buybacks eclipse $500 billion over past 4 quarters

    trueS&P 500 stock buybacks rose 59% year-over-year in the first quarter of 2014, to $159.3 billion. The amount is a 23% increase over the fourth quarter of 2013.

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  7. Lauderhill Firefighters looking for passive growth equity manager

    trueLauderhill Firefighters' Retirement System, Palatka, Fla., is searching for a passive domestic large-cap growth equity manager to run between $5 million and $6 million.

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  8. Equal-weight S&P 500 index has outperformed by an average of 378 basis points since 2002

     

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  9. MSCI decides against including China A shares in EM index just yet

    trueMSCI Inc. said Tuesday it has decided against following through with its proposal this year to include an initial sliver of China's domestic A-shares market in MSCI's widely tracked emerging markets index, but said that topic will remain on the agenda for the coming year's review.

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  10. Theories rife over prospects for LSE-Russell deal

    trueSpeculation abounds that the London Stock Exchange Group PLC is on the verge of making the biggest acquisition in its 213-year history with a potential deal to buy Russell Investments, allowing the LSE to gain a bigger U.S. foothold.

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  11. MSCI revision alters frontier markets' makeup

    trueInstitutional investors' exposure to emerging markets and frontier markets is set for big changes following the reclassification of two Middle Eastern countries by MSCI Inc.

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  12. Russell accused of violating research agreement in index series launch

    trueMoney manager Freeman Investment Management Co. filed a lawsuit against Russell Investments in November, alleging the Russell's stability indexes violate an agreement with Freeman founder John Freeman, according to court files unsealed May 14 by a U.S. District Court judge.

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  13. Cambridge Associates: Active investing has challenges, but can produce premiums

    trueIn the perennial debate over active vs. passive equity management, the challenge is more about whether or not an institutional investor can “embrace the challenges that go with investing in differentiated active managers” than whether there are active managers who can outperform market indexes over ...

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