Index Investing II:
 Construction, Vehicles & Strategy

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This playlist explains how index investing really works, from the engineering behind index construction to the practical choices investors make when selecting funds. It covers how portfolios replicate index methodologies, why factors such as weighting and free float matter, and how passive vehicles use these rules to track markets efficiently.

You’ll learn the difference between mutual funds and ETFs, how investors apply tilts to pursue excess returns, and why index investing has become the foundation of modern portfolio design. Ideal for anyone seeking a deeper understanding of passive strategies and the mechanics that drive them.

What's included?

  • 5 videos
  • A complete guide to how indexes are built, tracked, and used to create powerful, low-cost investment portfolios.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is designed for analysts, students, and self-directed investors who want to understand index construction, passive investing tools, and how to choose between ETFs, mutual funds, and strategic tilts. It’s ideal for anyone looking to strengthen portfolio design and market-tracking skills.

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.

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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. 
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