Setting the record straight: Truths about indexing

February 28, 2018


Indexing's surge in popularity has altered the investment landscape. While many investors welcome the approach with open arms, some critics believe its growth negatively affects the market. This paper rebuts some of the arguments against indexing's growth.

Use this paper to:

  • See the ways that indexing's low-cost access to high-quality investments offers a tremendous opportunity for potential wealth creation.
  • Review the reasons we believe indexing does not negatively affect active performance, market volatility, or price discovery.
  • Examine the ways investors are using index products to construct active portfolios.

Additional materials


  • All investing is subject to risk, including possible loss of principal.


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