Index Investing and the Factor EvolutionMay 31, 2017

Key Points

Every financial website displays key barometers to track global stock performance around the world at a glance—in the form of stock indexes. With the development of indexes came new ways to trade the market, including exchange-traded funds (ETFs). Patrick O’Connor, head of global ETFs at Franklin Templeton Investments, offers this brief history of index investing and the evolution of factorbased investing which has led to today’s strategic beta ETF offerings.