Transforming Index Funds: More Than Meets the Eye

How target index changes affect index fund performance

If you were asked to explain the dynamics of the index fund market right now, could you do it? With the growing popularity of index-tracking funds, it's crucial for advisors to keep up with the evolution in the sector.

In our newest report, we’ve identified index funds that have actively changed their target indexes – which may then modify the fund’s definitive investment processes and risk-reward profiles. The impact of these index changes is nuanced, and dependent on the specific adjustments made for the index fund. Our insights offer explanations on the reasons behind the changes, impact on investors, and implications for fund manager strategy.

Download the report to uncover more on the frequency and scale of changes within the index fund landscape.