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Invesco: What do we really know about index funds?

Index Funds

Index Funds

Index Funds

Index Funds

Index Funds

You can’t watch TV or read any financial news without hearing about indexes. Whether up or down, these are often the lead story. In the early years, indexes were a way for investors and portfolio managers to keep score as returns were compared to index benchmarks asset managers around the world sought to beat. Now, indexes have further evolved into a basis for specific investment strategies. While we see how the performance of indexes became a proxy for the performance of financial markets, how are they constructed and what potential biases do they present? And how did indexes become so instrumental as the basis for investment strategies? In this recorded webinar hosted by Eric Olson, Fidelity regional brokerage consultant, we explored these topics and answered your index questions.

Download transcript (PDF) | Download slides (PDF)

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Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

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John Feyerer, CFA^®

Sr. Director, Equity ETF Product Strategy
Invesco

Eric Olson

Regional Brokerage Consultant
Fidelity Investments

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All indexes are unmanaged, and performance of the indexes includes reinvestment of dividends and interest income, unless otherwise noted. Indexes are not illustrative of any particular investment, and it is not possible to invest directly in an index.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

The views expressed are as of the date indicated and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments. The experts are not employed by Fidelity but may receive compensation from Fidelity for their services.

Invesco and Fidelity Investments and are independent entities and are not legally affiliated.

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Eric Olson

Eric Olson is a regional brokerage consultant in the Houston, Texas, area who supports Fidelity financial consultants and their independent investing clients. He helps clients by educating and coaching them on better understanding investment strategies and how to leverage Fidelity’s trading and research tools so they can make more informed decisions. He also conducts seminars, workshops and one-on-one consultations to discuss topics including stock selection, risk management, execution strategies, fundamental and technical analysis, option strategies, market mechanics, and trading platforms.

Eric has been in financial services for the last 13 years holding positions with Fidelity, Wells Fargo Advisors, and Bank of America Merrill Lynch. Most recently and for the majority of his time in the industry, he held the position of vice president as a regional client acquisition manager at Bank of America Merrill Lynch, where he conducted seminars, coached and developed advisors, and served as a liaison to the Merrill Edge platform.

He is a graduate of the University of Utah with a degree in Behavioral Science as well as a minor in Spanish. He maintains Spanish fluency and also holds the Chartered Retirement Planning Counselor designation.

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John Feyerer, CFA^®

John Feyerer is a senior director of Equity ETF Product Strategy for Invesco's exchange-traded funds (ETFs). In this role, he oversees the development and application of strategies and tactics for product positioning and portfolio implementation. Mr. Feyerer and his team also develop research-related content designed to help clients better understand equity ETF strategies and their application in portfolios, with emphasis on factor investing and smart beta.

Mr. Feyerer joined Invesco in 2005. Prior to his current role, he led business operations for the ETF group and also served in a regional sales capacity. Before joining the firm, Mr. Feyerer served in a variety of operating, financial, and strategic roles over 14 years at the ServiceMaster Company based in suburban Chicago. Mr. Feyerer has been quoted in Barron's, The Wall Street Journal, Investment News, and numerous trade publications, and is a regular speaker at industry conferences and events.

Mr. Feyerer earned BA and MA degrees in communications from Wheaton College and an MBA with a concentration in finance from the University of Oxford. He is a Chartered Financial Analyst^® (CFA) charterholder and member of the CFA Society Chicago. He holds the Series 7, 24, and 63 registrations. Mr. Feyerer serves on the Associate Editor Board for The Journal of Index Investing.

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