Index Investing I:
Index Foundations & Market Architecture

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
Write your awesome label here.
Course overview
This playlist unpacks the mechanics behind the world’s most influential market indexes. It explains how indexes are designed, how weighting systems distort or amplify performance, and why free-float adjustments matter. Through clear examples, it shows how the S&P 500, Dow, and others differ—and why construction choices shape investor perception and asset flows. Viewers learn how index providers operate, how returns are calculated, and why benchmarks can diverge sharply even when tracking the “same” market. By the end, analysts understand the hidden structure behind modern investing and how index design influences market behavior.

What's included?

  • 5 videos
  • This playlist is ideal for investment analysts, finance students, portfolio managers, and anyone who wants to understand how index design affects benchmarks, returns, ETFs, and market narratives. It’s essential viewing for analysts who build models or interpret market performance using major global indexes.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is ideal for investment analysts, finance students, portfolio managers, and anyone who wants to understand how index design affects benchmarks, returns, ETFs, and market narratives. It’s essential viewing for analysts who build models or interpret market performance using major global indexes.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

New Content Drops

What's trending on the platform now

EMEA Sell-Side Analyst

From the App Store
I've tried tonnes of apps like this, but this one simply worked better in every way possible

Buy-side analyst

From the App Store
What a little gem in the world of financial training. Not the usual rehashed academic stuff, but realistic, practical, immediately applicable, well explained, young and modern financial content

M&A Analyst

From the App Store
The delivery is concise, entertaining and easy to follow

Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
Empty space, drag to resize