When it comes to choosing an index crediting strategy, there is no one-size-fits-all approach, according to Jeff Barnes, EquiTrust regional vice president. Barnes presented a three-step approach to ...

The once high-flying index-rebalance strategy has seen a rash of turnover at top hedge funds including Millennium, Citadel, and Point72.

In this blog, we will explore how integrating S&P/ASX 200 High Dividend Index and S&P/ASX 200 GARP Index strategies potentially results in enhanced long-term risk-adjusted index performance based on ...

This article was written by Sean Murphy, Multi-Asset Index Product Manager at Bloomberg Index Services (BISL). While equity selloffs have garnered much attention this year, volatility in the fixed ...

Index funds can be concentrated in a small number of stocks because of how they are weighted. There are simple ways to lower that risk. Index funds are wonderful tools for investors because they offer ...

Bitcoin hoarding giant Strategy may be at risk of being removed from the Nasdaq 100 index at its annual reshuffle on Friday, amid questions over its business model that have weighed on its share price ...

Strategy held on to its place in the Nasdaq 100 during this year’s rebalancing, securing its first successful test in the benchmark since joining the index in December last year. The company, ...

Michael Saylor's Strategy could soon be dropped from MSCI and potentially other major stock indexes, which analysts say could ...

The exclusion could force passive funds to dump billions in Strategy shares, potentially triggering massive sell-offs. Saylor argues DATs operate as legitimate businesses using Bitcoin for shareholder ...

Strategy stock maintains Nasdaq 100 inclusion after rebalancing while MSCI reviews digital asset treasury companies. Decision expected January 2025.