For decades, passive investing promised simplicity: Track the market. Minimise costs. Capture beta.
Position your strategy where institutional decisions are being tested

View in browser https://email.ipe.com/cr/AQjt8Q8Q49SOARjkpJXWATDMxbMQrbreUIFiKIWueCssrxNq9Y2ZArelUhrxf1zR-D6FuaI

Index Strategy: How It's Built, What Comes Next and Who Decides?
Commercial opportunities in IPE's October Index Strategy Report

For decades, passive investing promised simplicity: Track the market. Minimise costs. Capture beta.
Today, institutional investors face a more complicated reality. The world's largest pension funds are increasingly questioning how index strategies are constructed, who determines inclusion rules and what the next generation of benchmark-driven investing will look like.
Recent debates surrounding major IPOs, benchmark concentration and index eligibility have highlighted that Index investing is increasingly shaping markets.For many pension funds, selecting an index is now as important as selecting a manager.

Three themes are driving the conversation:

How it's built: How are index providers adapting methodologies to address concentration risk, evolving markets and investor demand for greater precision?What comes next: What role will ETFs, private market indices, enhanced indexing, quantitative techniques and AI play in the next phase of institutional portfolio construction?Who decides? As benchmark providers exert growing influence over capital allocation, how are investors evaluating the governance, transparency and accountability of the indices they follow?
The IPE report will explore:

Index construction and benchmark methodologyIndex inclusion and governanceThe implications of major IPOs and market entrantsPrivate market indices and their practical applicationsETF innovation and institutional implementationQuantitative and systematic approachesAI, data and next-generation benchmark design
If your organisation has a distinctive perspective on the future of indexing, portfolio construction or ETF innovation, we'd welcome the opportunity to discuss your sponsored thought leadership participation in IPE’s September/October issue.
Best regards,
Andy
Andy Hill
Sales Director, IPE
+44 7827 157342
dan.brill@ipe.com

( https://email.ipe.com/c/AQjt8Q8Q49SOARjkpJXWASCy1uQhKMzFsxBpq4ss5yjd8Y2rAE8RwTIiqCRfoEs2VuistXJvPhC4AA )

( https://email.ipe.com/c/AQjt8Q8Q49SOARjkpJXWASCz1uQhKMzFsxB6cOGCc6oH24KzEqcFDgXsW77JfhUK83niigWjCFywgw )

Contact us ( https://email.ipe.com/c/AQjt8Q8Q49SOARjkpJXWASC01uQhKMzFsxAAHZANmdsm0_TFgnNBu1Dr2A7tMt5ppGL7ZuVpYzE49g )  |  Privacy policy ( https://email.ipe.com/c/AQjt8Q8Q49SOARjkpJXWASC11uQhKMzFsxC_ckq58s7MTI3u-MmLbRS1RL4JdLNr9R7sTTRMQQm6bg )  | Terms and Conditions ( https://email.ipe.com/c/AQjt8Q8Q49SOARjkpJXWASC21uQhKMzFsxAC4ZEIjx3qheEB4560dXflhUUm7h7Son9NK4c7K1ME0A )

Copyright © 2026 IPE International Publishers Limited. All rights reserved. IPE International Publishers Limited is a company registered in England and Wales. Registered number: 3233596. Registered office:  1 Kentish Buildings, 125 Borough High Street, London SE1 1NP

View in browser https://email.ipe.com/cr/AQjt8Q8Q49SOARjkpJXWATDMxbMQrbreUIFiKIWueCssrxNq9Y2ZArelUhrxf1zR-D6FuaI
If you do not wish to receive any further e-mails from us please Unsubscribe https://email.ipe.com/uns/AQjt8Q8Q49SOARjkpJXWASDMxbMQu1ohAk_o9wEfTnYmZprd_sm03tLzlNKEY631F-QuXtM.