How did the concept of Index Strategy Boxes originate?
Index Strategy Boxes were pioneered and developed by Richard A. Ferri, CFA of Portfolio Solutions, LLC. The rapid growth of the ETF marketplace has lead to confusion and no clear cut methods for investment analysis. In doing research for The ETF Book (John Wiley, 2007), Ferri saw the need for a categorization method. He created the classification and introduced it to the marketplace through his book and ETFguide.com in late 2007.
