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What are Screens?



Stephen L. Thomas
By Stephen L. Thomas | October 24, 2023 | In

Index investing has gained immense popularity in recent years as investors seek a passive approach to the markets. A key aspect of index investing is the use of screens, which help investors filter and select securities based on specific criteria. By employing screens, investors can align their investment strategies with their preferences and objectives. In this article, we will explore the benefits and considerations of using screens in index investing. Understanding Screens in Index Investing In index investing, screens are predefined rules or criteria that determine which securities are included or excluded from an index. These screens are designed to reflect specific investment themes, strategies, or values. Here are some key points to consider when using screens in index investing: Customization: Screens allow investors to customize their portfolios based on their preferences. Whether it’s focusing on specific sectors, industries, or sustainability factors, screens empower investors to create a portfolio that aligns with their values and investment objectives. Targeted Exposure: Screens help investors target specific market segments or investment themes. For example, an investor might use a screen to select companies with a history of consistent

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