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STOXX LIMITED INNOVATIVE INDEXING. INDEPENDENT. GLOBAL. Innovation means, literally, “the introduction of something better” – a definition STOXX has always lived up to, first and foremost with the EURO STOXX 50®, Europe’s leading blue-chip index. But STOXX has more to offer than that: a truly global index family, ranging from blue-chip indices to broader benchmarks and cutting-edge strategy indices such as the STOXX+® Minimum Variance indices. And because STOXX is a truly neutral and independent index provider, market participants can rely on our pledge to deliver rules-based and fully transparent index concepts, as well as a unique, transparent, and rules-based market classification system for emerging and developed markets. Besides being one of the financial world’s most renowned index brands, STOXX Ltd. also markets and distributes the complete portfolio of DAX® and SMI® Indices, the leading brands from Deutsche Börse AG and SIX Swiss Exchange AG. www.stoxx.com INDEX IN FOCUS STOXX+® Minimum Variance index family for risk optimization www.stoxx.com STOXX is part of Deutsche Börse and SIX Use of STOXX®, STOXX+®, EURO STOXX 50®, DAX®, and SMI® indices requires licenses from STOXX Ltd., Deutsche Börse AG, and/or SIX Swiss Exchange AG. STOXX, Deutsche Börse, and SIX do not make warranties or representations, express or implied, regarding timeliness, sequence, accuracy, completeness, currentness, merchantability, quality, or fi tness of their indices and index data for any purpose and are not providing investment advice through them or in connection therewith. For example, inclusion or exclusion of a company in an index or its weighting does not refl ect an opinion on its merits by STOXX, Deutsche Börse, or SIX. Contacts Zurich/HQ +41 58 399 5300/New York +1 212 669 6426/Hong Kong +852 630 7316 Singapore +65 9189 7970/Tokyo +81 3 5847 8215/stoxx@stoxx.com
FREE SUBSCRIPTION OFFER! The Journal of Indexes is the premier source for financial index research, news and data. Written by and for industry experts and financial practioners, it is the book of record for the index industry. To order your FREE subscription, complete and fax this form to 732.450.8877 or subscribe online at www.indexuniverse.com/subscriptions. q Yes! Send me a free subscription to Journal of Indexes magazine Signature Name Title Company Address Date Foster Wright Publisher fwright@indexuniverse.com 646.867.4481 • Fax: 415.659.9005 Don Friedman Chief Operating Officer dfriedman@indexuniverse.com 415.659.9009 • Fax: 415.659.9005 Fernando Rivera Reprint Sales Director frivera@indexuniverse.com 646.588.6553 • Fax: 646.706.7051 Ivana Zivkovic Subscriptions izivkovic@indexuniverse.com 415.659.9029 • Fax: 415.659.9005 Dan Benveniste Executive Vice President, Analytics & Data dbenveniste@indexuniverse.com 415.659.9013 City State ZIP Phone Fax E-mail The following best describes my primary business activity (check one): (1) q Academic/Trade Association (2) q Corporate Treasury (3) q Endowment/Foundation/Family Office/Charity (4) q ETF/ETN Issuer (5) q Gov./Public Sector/Central Bank/Regulator (6) q Hedge Fund (7) q Index Provider (8) q Individual Investor (9) q Liquidity Provider/Market Maker (10) q Media/PR (11) q Mutual Fund/Insurance Company (12) q Pension Fund Consultant (13) q Pension Fund/Sovereign Wealth Fund (14) q PE/VC (15) q Prof. Services (Consulting, Acctg., Legal, HR, IT) (16) q Reg. Inv. Advisor (RIA) (17) q Registered Rep./Securities Broker/CPA (18) q Software/Data/Inf. Prov. (19) q Stock Exchange/ECN Do you personally sell, recommend or manage investments, work in the index industry or advise clients on investment and/or asset management? q Yes q No If you advise clients as to their investments, what is your fee structure? q Commission only q Fee only q Fee and commission q Salaried q Salary + commission If you manage investments, what are your total assets under management? (1) q Over $50 billion (2) q $10 billion - $50 billion (3) q $1 billion - $10 billion (4) q $500 million - $1 billion (5) q $100 million - $500 million (6) q $50 million - $100 million (7) q $25 million - $50 million (8) q $1 million - $25 million (9) q Under $1 million (10) q I don’t manage investments AUM invested in ETFs/ETNs (1) q 0-10% (2) q 11-20% (3) q 21-30% (4) q 31-40% (5) q 41-50% (6) q 51-60% (7) q 61-70% (8) q 71-80% (9) q 81-90% (10) q 91-100% (11) q I don’t manage investments All questions must be answered to qualify for free subscription. Publisher reserves the right to reject unqualified applications. Charter Financial Publishing Network Inc. 499 Broad Street, Suite 120 Shrewsbury, NJ 07702 732.450.8866 • Fax 732.450.8877 Charlie Stroller, President/CEO/CFO cstroller@fa-mag.com IndexUniverse LLC 353 Sacramento Street, Suite 1520 San Francisco, CA 94111 1.877.6INDEX6 • Fax 415.659.9005 Jim Wiandt, President jim_wiandt@journalofindexes.com Charter Financial Publishing Network Inc. also publishes: Financial Advisor magazine, Private Wealth magazine, Nick Murray Interactive and ETF Report. For a free subscription to the Journal of Indexes, IndexUniverse.com or Financial Advisor magazine, or a paid subscription to ETF Report please visit www.indexuniverse.com/subscriptions. 6 November / December 2012
Page 1 and 2: Plus Blitzer on the history of opti
Page 3: Contributors Mark Abssy Mark Abssy
Page 8 and 9: People’s futures are in your hand
Page 10 and 11: ©2012 Morningstar, Inc. All rights
Page 12 and 13: Exchange-traded products span a wid
Page 14 and 15: Figure 5 Median notional Volume ($B
Page 16 and 17: the put spread in this example is $
Page 18 and 19: The Loch Ness Monster. Sightings of
Page 20 and 21: TAKE A NEW LINE WITH YOUR EQUITY Po
Page 22 and 23: Over the past 12 years, U.S. invest
Page 24 and 25: Figure 6 $15 $12 $9 $6 $3 5 Indexes
Page 26 and 27: 500 BuyWrite Index (BXM)—was anno
Page 28 and 29: volatility that was about 30 percen
Page 30 and 31: Most investors are familiar with op
Page 32 and 33: equired to establish this position
Page 34 and 35: THE POWERSHARES DB COMMODITY INDEX
Page 36 and 37: Depression was history, rather than
Page 38 and 39: academic assessment of the very exi
Page 40 and 41: Alternative Investments 4.0% Real E
Page 42 and 43: tion and management. Within it, an
Page 44 and 45: Much ink has been spilled on the pe
Page 46 and 47: Figure 1 sectors No. of top dogs Re
Page 48 and 49: over the 30-year span. “Business
Page 50 and 51: States, the average concentration p
Page 52 and 53: Figure 10 sectors Source: Research
Page 54 and 55: investors were charging, ProShares
Page 56 and 57:
of health care services, primarily
Page 58 and 59:
open the Etracs Long-Short S&P 500
Page 60 and 61:
Morningstar Index Funds U.S. Style
Page 62 and 63:
Exchange-Traded Dow Jones U.S. Indu
Page 64 and 65:
ETF Analytics Your clients want mor
Page 66 and 67:
PICK THE HIGH HANGING FRUIT. Find 1
Page 68 and 69:
InsideETFs portFolio management str
Page 70 and 71:
©2012, THE NASDAQ OMX GROUP, INC.
Page 72:
Crossword Thinking About Options Te
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