Index Investors, Inc. Each month, The Index Investor provides independent investment strategy research and insight for a global audience of professional asset managers, financial advisers, pension plan trustees, and sophisticated individual investors. Since we began publishing in 1997, our focus has been on global asset class valuation, strategic and tactical asset allocation, portfolio construction, risk budgeting, rebalancing, the appropriate use of active and passive investments (i.e., uncorrelated alpha strategies, index funds and ETFs), and how to make good decisions in the face of uncertainty.

Through our writing and model portfolios, we help subscribers to logically assess economic and valuation conditions, and prudently decide how to allocate scarce financial resources to maximize their chances of achieving multiple long-term goals in the face of uncertainty. These include reaching an accumulation target, maintaining a minimum post-retirement income, and/or funding a minimum bequest, without exceeding a maximum level of required annual savings, a desired retirement age, and/or a maximum annual drawdown or other constraints on portfolio volatility and other risk measures.

Achieving these goals requires not only smart asset allocation, systematic rebalancing, and the appropriate use of active and passive strategies, but also avoiding severe overvaluations and the painful losses they produce. For example, the warnings we issued in March 2000 and May 2007 helped our subscribers avoid substantial losses on their investments.

The Index Investor also provides model portfolios which are based on broadly defined asset classes and uncorrelated strategies. The former include real return bonds, domestic investment grade bonds, foreign currency bonds, domestic commercial property (real estate), foreign commercial property, commodities, timber, domestic equity, foreign equity, and emerging markets equity. Uncorrelated alpha strategies include equity market neutral, arbitrage, currency, long/short equity, and global tactical asset allocation.