Timeline of index funds
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This is a timeline of FIXME.
Contents
Big picture
| Time period | Development summary | More details |
|---|
Full timeline
| Year | Event type | Details |
|---|---|---|
| 1960 | The first theoretical model for an index fund is suggested by Edward Renshaw and Paul Feldstein, both students at the University of Chicago. While their idea for an "Unmanaged Investment Company" garners little support, it would start off a sequence of events in the 1960s that would lead to the creation of the first index fund in the next decade.[1][2] | |
| 1967 | Qualidex Fund, Inc., a Florida Corporation, is chartered by Richard A. Beach. | |
| 1973 | John McQuown and David G. Booth of Wells Fargo, and Rex Sinquefield of the American National Bank in Chicago, establish the first two Standard and Poor's Composite Index Funds. | |
| 1974 | "John C. Bogle founded the Vanguard Group of Investment Companies in 1974".[2] | |
| 1974 | The first multiclient index fund is probably launched by Batterymarch Financial Management.[3] | |
| 2008 | Warren Buffett makes a bet that an S&P 500 index fund would beat a basket of actively managed hedge funds over 10 years. By the end of 2017, it would be clear Buffett won the bet.[4] |
Meta information on the timeline
How the timeline was built
The initial version of the timeline was written by FIXME.
Funding information for this timeline is available.
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What the timeline is still missing
Timeline update strategy
See also
External links
References
- ↑ Fox, Justin (2011). "Chapter 7: Jack Bogle takes on the performance cult (and wins)". The Myth of the Rational Market. USA: HarperCollins. pp. 111–112. ISBN 978-0-06-059903-4.
- ↑ 2.0 2.1 "The History of Index Funds & The Future of Diversifying Your Crypto Investments". medium.com. Retrieved 16 April 2019.
- ↑ Johnson, Bruce. The Hedge Fund Fraud Casebook.
- ↑ "Why Index Funds Should Be Every Investor's Best Friend". moneywise.com. Retrieved 15 April 2019.
