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Index investing has served investors well but Wharton finance professor Jeremy Siegel thinks it can be made even better. He proposes replacing the standard market capitalisation index with a "fundamental" index. However, not everyone agrees that this "new paradigm" will work...

What does it take for a hedge fund to be of "institutional quality"? A paper published in the Journal of Portfolio Management, Frederick Dopfel, a senior strategist for Barclays Global Investors, provides some suggestions...

Using standard deviation as the sole measure of investment risk overlooks the fact that real investors tend to care much more about downside volatility and far less about volatility when returns are above average...

Private equity firms understandably advocate the hands-on style that distinguishes them from other traditional portfolio investors. But does this active ownership really produce superior performance, ask McKinsey principal Joachim Heel and director Conor Kehoe ask in an article published in the McKinsey Quarterly