Enhanced Indexing

Enhanced Indexing

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Enhanced Indexing

Enhanced Indexing definition:  Enhanced indexing is an investment strategy that blends tenets of both active and passive management styles.  Stocks within the index that are poorly performing may be sold with the proceeds used to purchase other stocks within the index that are performing well.  Under this philosophy, you wouldn’t hold a stock that is performing poorly just because it is part of the index. Portfolio managers use their judgement to buy and sell securities, while tracking closely to an index.

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