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Harry M. Markowitz explains Portfolio Theory: what it is and how it's used from a top-down model from the asset classes to the investments. He covers Standard Deviation, Variance, Correlation, and Covariance. Markowitz also explains what happened in 2008 with Modern Portfolio Theory. (39 Min.)

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Harry Markowitz - Portfolio Theory Vs. Financial Engineering, and Their Roles in Financial Crises

The first step on the index funds journey is to recognize active investor behavior. If all investors were lined up in a row, could the active investors be identified? Active investors actively engage in stock picking, time picking (market timing), manager picking, and style picking.

Step 1: Active Investors - Podcast Interview with Mark Hebner

Mark Hebner explains the Nobel Laureates. Mark suggests a higher power of non-biased information from academics who carefully analyze data and have that data peer reviewed before it is published. Mark identifies the five basic concepts of the Modern Portfolio Theory.

Step 2: Nobel Laureates - Podcast Interview with Mark Hebner

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S&P Includes REITs and Amex Adds Options

IndexFunds.com Staff
Wednesday, October 24, 2001

Standard & Poor's

Standard & Poor's this month added several Real Estate Investment Trusts (REITs) to its US indexes for the first time. The firm recently concluded that REITs have become operating companies driving US economic activity, are no longer passive investment holding companies and are worthy of inclusion in its indexes. The S&P 500 now contains Equity Office Properties (ticker:EOP), while the S&P MidCap 400 contains Hospitality Properties Trust (ticker:HPT) and New Plan Excel Realty Trust (ticker:NXL). The S&P SmallCap 600 now contains Colonial Properties Trust (ticker:CLP), Kilroy Realty Corporation (ticker:KRC) and Shurgard Storage Centers (ticker:SHU). Details can be found at www.spglobal.com.

The American Stock Exchange

The American Stock Exchange introduced options trading for iShares S&P 100 Index Fund (ticker: OEF), a large-capitalization ETF from Barclays Global Investors. "Investors have expressed a preference for the flexibility and physical settlement feature of ETF options over cash index options," said Michael T. Bickford, Senior Vice President for Options at Amex. The S&P 100 has been a popular index for hedge fund managers and other institutional players seeking to play US equity options. For more information, visit www.amex.com.


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