ETFGI TV Interview: Paul Lohrey on Index Representation

As markets evolve, so too must the tools we use to measure them. In this exclusive segment with ETFGI TV, Paul Lohrey, Managing Director of Strategy and Analytics at CRSP, examines the limitations of traditional count-based indexes, the risks of relying on measures that no longer fully capture market realities, and the implications to investors.

He also describes how CRSP’s innovative Market Index Methodology provides a more accurate lens for tracking shifts in market representation over time.

Gain expert foresight into the challenges and opportunities shaping index construction, and learn how CRSP is informing strategies that drive better investment outcomes.

Watch the interview to see how CRSP is advancing the conversation on index quality and representation.

We’ve updated our methodology to exclude Passive Foreign Investment Companies (PFICs) from our CRSP Market Indexes—helping mitigate tax implications and improve investor outcomes. [...]
CRSP is pleased to be recognized in Andrew Ross Sorkin’s new book, 1929: Inside the Greatest Crash in Wall Street History – And How It Shattered a Nation. [...]
As U.S. equity markets evolve, so should the way they’re measured. In an article published by ETF.com, CRSP explores why traditional, fixed-constituent benchmarks may no longer capture the full dynamics [...]
Using CRSP Market Indexes Methodology, CRSP Count™ tracks changes in the number of securities by market cap segments - Mega, Mid, Small and Micro - through time. [...]
CRSP was proud to join industry leaders at the 6th Annual ETFGI US Summit in New York for a thoughtful discussion on the continued relevance and innovation of index ETFs. [...]
Notable items with this release include: - Markets continued their positive momentum in Q3, with all Indexes besides Consumer Staples in the green. - Growth outperformed Value in all cap [...]
Mark Carhart, PhD ’95, reflects on his Booth experience, his research that led to the CRSP Mutual Fund Database, and why index investing remains the best long-term strategy. [...]
“The farther backward you can look,” Winston Churchill once famously said, “the farther forward you can see.” It’s a sentiment that’s as true for investors and market researchers as it [...]
We are pleased to share some exciting news about the Center for Research in Security Prices (CRSP): The University of Chicago, home to CRSP, and Morningstar, Inc. today signed an [...]
Scroll to top