Stock Indexes Are Changing. Is Your Portfolio Prepared?

Featuring Mark Gochnour, Head of Global Client Services Group   |   Jake DeKinder, Head of Client Communications   |   Rob Harvey, Co-Head of Product Specialists

Stock Indexes Are Changing. Is Your Portfolio Prepared?
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Jun 05, 2026

Topic

Equity Investing Implementation

In Episode 48 of The Informed Investor podcast: Does “index reconstitution” help or hurt everyday investors?

KEY TAKEAWAYS
  • Indexes were created to assess managers, not for tracking investments.
  • Infrequent rebalancing can lead to higher costs and style drift.
  • Consider fund managers that use information in market prices every day.

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