Three for 2023: A checklist for the index industry

Window of opportunity

A perfect storm of global market upheaval, growing investor distrust and an emerging “me generation” of global consumers has raised the bar for financial services providers.

It has created a window of opportunity for creators of global market benchmarks who sit at the crossroads of active and passive investment strategies. As investors start to close the books on a dismal 2022 on many levels and turn the corner to 2023, there are three ways that index providers can help investors either stay on track or, in many cases, get back on track amid the "perfect storm." Chaos requires creativity 2022 has been a year in which, honestly, tried and true investment approaches have not worked. Traditional equity and fixed income markets around the world have melt...