Historical industry experience and research show that index investing outperforms the majority of actively managed investments. The following articles and studies provide an overview and support of this key investment concept.
Frontier Research: Mastering Index Investing
One of Frontier’s key investment beliefs is that index investing is the most efficient way of accessing asset class returns. This article highlights some of the advantages of index investing and looks in more detail at the range of index investment techniques available.
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Publication date: October 2006
Frontier Research: When is a TER not a TER?
The “hidden” costs involved in investing means that the quoted TER can sometimes represent less than half of the full costs incurred by a fund. This paper looks at the size of these costs and their impact on returns.
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Publication date: April 2007
Standard & Poor’s Indices Versus Active Funds Scorecard, Year End 2008
Regular report from Standard & Poor’s looking at the performance of the S&P indices against mutual funds.
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Publication date: April 2009
Do Well-Paid Fund Managers Add Value in the Long Run?
Tim Brear considers passive vs active investing.
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Publication Date: May 2009
Recommended Reading:
Winning the Losers Game: Timeless Strategies for Successful Investing by Charles D. Ellis; Published 1998, McGraw-Hill Companies.
The Intelligent Asset Allocator by William Bernstein; Published 2000, McGraw-Hill Companies.