Index education

Indexes measure the performance of a market and enable investors to better understand the collective movement of a group of stocks, bonds or other security types.

The construction of indexes is typically based on a variety of rules and principles. They determine how an index functions and performs.

The governance framework provides oversight of the design, calculation, and maintenance of indexes.

Advances in technology and data availability have led to newer, more granular types of indexes.

As new investors enter the market and financial products continue to evolve, we are seeing new and expanding uses for indexes.

Understand why index providers group securities based on their characteristics to help investors compare markets.

Learn more about the growing ecosystem composed of multiple layers, participants and products.

When investing asset managers use two investment styles: active and passive management. Learn more about what each entails.

Investors can invest directly in financial markets, or they may do it through investment funds. Here is a deep dive into the various funds available to investors.

From traditional financial instruments such as equities and bonds, to more complex such as derivatives and structured products. The world of financial instruments is exciting and ever-expanding.