Artículos y discursos de John Bogle
Artículos y discursos de John Bogle proporciona tablas que contienen enlaces a los discursos de John Bogle, artículos académicos, artículos de opinión y cartas a los medios. Los académicos académicos y biógrafos profesionales pueden acceder a un registro completo de documentos originales en papel en la Biblioteca de Manuscritos Mudd, Biblioteca de la Universidad de Princeton, Departamento de Colecciones Especiales.
Discursos
Durante su larga vida profesional, John Bogle pronunció muchos discursos a diversos públicos. La tabla a continuación proporciona enlaces a los discursos de John Bogle, memorandos para los empleados de Vanguard, testimonios ante comités del Congreso y diapositivas de presentación que acompañan a las direcciones. [1] La tabla no es completa. Muchos discursos entre 1980 y 2000 se recogieron en publicaciones de libros («John Bogle on Investing: The First 50 years», publicado en 2001; y «Character Counts: The Creation and Building of the Vanguard Group», publicado en 2002 ) Los enlaces proporcionan descargas de pdf. archivos.
Tabla [2] [3] [4] [5] [6] [7]
Fecha Título Lugar de eventos 7 de diciembre de 2017 The Modern Corporation and the Public Interest Public Company Accounting Oversight Board 2017 International Institute 14 de noviembre de 2017 Acceptance Remarks 2017 CME Group Melamed-Arditti Innovation Award 9 de noviembre de 2017 “Puritan Boston and Quaker Philadelphia” Annual Meeting of the Society of Friends 24 de octubre de 2017 Surviving Defeat, Surviving Victory FIASI Speaker Luncheon 24 de septiembre de 2017 Numbers Games–Reflections on the Uses and Abuses of “Big Data” The Journal of Investment Management Annual Seminar 23 de mayo de 2017 Reflections on a Revolution 70th CFA Institute Annual Conference 27 de abril de 2017 The Road Less Traveled Morningstar Investment Conference 7 de octubre de 2016 Slides Bogleheads 15 Conference (slides) 9 de julio de 2016 Saving a Company, Building a Colossus, Preserving a Culture: Reflections on the History of Vanguard Marking the Completion of 65 Years in the Mutual Fund Industry 7 de junio de 2016 Remarks on Receiving the 2016 Bob Edgar Public Service Achievement Award Presented by Common Cause Pennsylvania 24 de mayo de 2016 Fiduciary Duty in an Age of Consumerism Sponsored by the Institute for the Fiduciary Standard 8 de abril de 2016 David and Goliath: Who Wins the Quantitative Battle? Institute for Quantitative Finance 2015 The Annals of Vanguard—The Story of PRIMECAP Fund 19 de noviembre de 2015 “For Distinguished Service to Humanity” National Academy of Social Sciences 15 de octubre de 2015 Bogleheads 14 Bogleheads 14 Conference 4 de junio de 2015 Putting Investors First CFA Society of Philadelphia 15 de mayo de 2015 Slide show Lecture at the Securities and Exchange Commission 28 de abril de 2015 The Mutual Fund Industry Today: “Conflicts, Conflicts Everywhere” United States Securities and Exchange Commission 31 de octubre de 2014 Values, Ethics, and Structure in Finance Georgetown University School of Law 16 de septiembre de 2014 Testimony Finance Committee of the US Senate 14 de septiembre de 2014 Memo from John C. Bogle celebrating Vanguard’s 40th anniversary on September 24, 2014 Memo 28 de abril de 2014 Financial Reform: Investment Standards and Ethical Values Bryn Mawr Presbyterian Church 25 de septiembre de 2013 Financial Management: Profession or Business? CFA Society of Philadelphia 70th Anniversary Gala 17 de mayo de 2013 Big Money in Boston–The Commercialization of the ‘Mutual’ Fund Industry Boston Security Analysts Society 21 de febrero de 2013 The U.S. Financial System: Look Out! Change Is Coming. G.S. Beckwith Gilbert Lecture, Princeton University 13 de noviembre de 2012 In The Fund Industry, Mutuality and Indexing Rule the Seas National Rural Utilities Cooperative Finance Corporation 8 de noviembre de 2012 The Age of Fiduciary Duty has Arrived The National Association of Personal Financial Advisers 10 de octubre de 2012 A Life, A Career, and a Mission to Build A Better Financial World for Investors Merion Cricket Club 13 de junio de 2012 Thinking About What Lies Ahead for Investors CFA Society of Washington 17 de mayo de 2012 Straight From The Heart: Efficiency and Humanity, in Medicine and Finance Inaugural Presentation of the Bernard Lown Humanitarian Award 21 de marzo de 2012 Written Testimony on the Concept Release on Auditor Independence and Audit Firm Rotation PCAOB Public Hearing 31 de enero de 2012 John C. Bogle Legacy Forum Opening Remarks Museum of American Finance 2011 Clash of Cultures 12 de septiembre de 2011 The Lessons of History – Endowment and Foundation Investing Today The NMS Investment Management Forum 11 de mayo de 2011 Helping Others On Receiving the “Others” Award from the Salvation Army 13 de abril de 2011 At the Summit Tiburon Summit XX 11 de noviembre 2010 Ethical Principles and Ethical Principals The Johnson School at Cornell University 10 de noviembre de 2012 The (Non) Lessons of History–And the (Real) Lessons of Return Sources and Costs The American Philosophical Society 3 de noviembre de 2010 America’s Financial System – Powerful but Flawed The Phi Beta Kappa National Lecture Series, Temple University 26 de octubre de 2010 Uneasy Lies the Head that Wears the Crown The First FUSE Research Network Award for Lifetime Impact and Commitment to Investors 11 de octubre de 2011 Bogleheads X Presentation Bogleheads 10 Conference (slides) 7 de octubre de 2010 How Calvin Coolidge Could Guide Us Now 50th Anniversary Symposium of the Calvin Coolidge Memorial Foundation 23 de mayo de 2010 The Fifth “Never” Trinity College Commencement 20 de mayo de 2010 Community and Caring, Courage and Character Blair Academy Commencement 11 de junio de 2009 Economic Markets and Public Purpose The Reinvestment Fund’s 24th Annual Celebration 28 de mayo de 2009 When a Man Comes to Himself Williamson Free School of Mechanical Trades 13 de mayo de 2009 The Culture That Gave Rise To The Current Financial Crisis Seventh Annual John M. Templeton, Jr., Lecture on Economic Liberties and the Constitution, National Constitution Center 30 de abril de 2009 Aspiring to Build a Better Financial World 2009 Jake McCandless ’51 Princeton Varsity Club Speaker Series 1 de abril de 2009 The Fiduciary Principle: “No Man Can Serve Two Masters” Columbia University School of Business 30 de marzo de 2009 If You Can Trust Yourself… Roxbury Latin School 13 de marzo de 2009 Building a Fiduciary Society IA Compliance Summit 24 de febrero de 2009 «Strengthening Worker Retirement Security» Committee on Education and Labor, U.S. House of Representatives 12 de febrero de 2009 Fixing a Broken Financial System Stradley, Ronan, Stevens & Young Assembly, Philadelphia, PA 16 de diciembre de 2008 A Community of Character On Receiving the 2008 Bonnell Award from the Community College of Philadelphia 14 de octubre de 2008 Economics, Politics, and the Financial Markets Blair Academy Reception 13 de septiembre de 2008 A Tribute to Bernard Lown, M.D. Boston, MA 12 de junio de 2008 The Coming Market Environment and Implications for Financial Innovation Financial Planning Association Retreat 10 de abril de 2008 The New Global Economy Combined Columbia University / MIT Association 25 de febrero de 2008 Business and Its Publics New York University Stern School of Business 19 de febrero de 2008 A New Order of Things–Bringing Mutuality to the “Mutual” Fund George Washington University Law School 28 de enero de 2008 Investing in Times of Market Turbulence The Princeton Club of New York 13 de diciembre de 2007 Why Do I Bother to Battle? Yale CEO Leadership Summit 30 de noviembre de 2007 When Does Innovation Go Too Far? Philadelphia Federal Reserve Policy Forum Philadelphia Federal Reserve Policy Forum 14 de noviembre de 2007 The U.S. Financial Sector and the Relentless Rules of Humble Arithmetic New York University Stern School of Business 7 de noviembre de 2007 Building a Better Financial System Given to “The Old Guard” at Princeton University 30 de octubre de 2007 Reflections on Finance and Education National Council on Economic Education 15 de octubre de 2007 “High Standards of Commercial Honor . . . Just and Equitable Principles of Trade . . . Fair Dealing with Investors” Financial Industry Regulatory Authority 10 de octubre de 2007 Black Monday and Black Swans Risk Management Association 12 de junio de 2007 “A Question So Important that It Should Be Hard to Think about Anything Else” 60th Anniversary of CFA Institute 18 de mayo de 2007 “Enough” Georgetown University Commencement 1 de mayo de 2007 The Role of the Fiduciary in Risky Financial Markets The Philadelphia Estate Planning Council 17 de abril de 2007 Salesmanship vs. Stewardship–Bond Mutual Funds Gone Awry The Fixed Income Analysts Society 10 de abril de 2007 “Leaving the Things that You Touch Better than You Found Them” The Union League of Philadelphia 23 de marzo de 2007 Reflections on Markets, Ethics, and Careers New York University Stern School of Business 15 de marzo de 2007 Vanishing Treasures–Business Values and Investment Values Speech at Princeton University Princeton University 27 de febrero de 2007 “Vanguard: Saga of Heroes” Speech at Pepperdine University 26 de febrero de 2007 Looking At Investing From A New Perspective, A Half Century Old CFA Society of Los Angeles 20 de febrero de 2007 Designing a New Mutual Fund Industry[note 4] NICSA’s 25th Anniversary Conference 20 de noviembre de 2006 The Joy of Writing–Books, Ideas, Advocacy, and Idealism The Free Library of Philadelphia 16 de noviembre de 2006 Reflections on the Importance of History–Milestones, Men, and a Moral Society The Presbyterian Historical Society 1 de noviembre de 2006 Ethical Principles and Ethical Principals The “Changing the Game” Forum 27 de octubre de 2006 A Tale of Two Markets The 17th Annual Conference on Financial Reporting 26 de octubre de 2006 What’s Happened to the Mutual Fund Industry? The CFA Society of San Francisco 23 de octubre de 2006 The Battle for the Soul of Capitalism Immaculata University 5 de julio de 2006 Reflections on My 55th Anniversary at Vanguard Memo 7 de junio de 2006 Long Horizon Investing and Corporate Governance International Centre for Pension Management (slides only) 15 de mayo de 2006 What’s Ahead for Stocks and Bonds – And How to Earn Your Fair Share The Money Show 15 de mayo de 2006 Speech The Money Show 15 de mayo de 2006 Slides The Money Show 6 de abril de 2006 Investment Wisdom and Human Values [note 5] The United States Military Academy, West Point, NY 14 de marzo de 2006 The Battle for the Soul of Capitalism Remarks at the Aspen Book Aspen Book Series 14 de marzo de 2006 Randall Rothenberg’s Response to Mr. Bogle’s Remarks at the Aspen Book Series Aspen Book Series 24 de febrero de 2006 Mutual Funds: How a Profession with Elements of a Business Became a Business with Elements of a Profession[note 6] Boston Security Analysts Society 8 de febrero de 2006 “The Battle for the Soul of Capitalism” University of Virginia Miller Center of Public Affairs 25 de enero de 2006 Capitalism, Entrepreneurship, and Investing – The 18th Century vs. the 21st Century Greater Philadelphia Venture Group 2005 The Mutual Fund Industry Sixty Years Later: For Better or Worse? Essay for the 60th Anniversary of the Financial Analysts Journal 7 de diciembre de 2005 The Chief Cornerstone The Superbowl of Indexing 15 de octubre de 2005 The Uncanny Ability to Recognize the Obvious 2005 Outstanding Financial Executive Award Financial Management Associates International 24 de mayo de 2005 In Troubled Times… The Arithmetic of Mutual Fund Investing is More Important Than Ever American Association of Individual Investors – Philadelphia Chapter 11 de abril de 2005 The Ownership of Corporate America – Rights and Responsibilities 20th Anniversary Meeting of the Council of Institutional Investors 10 de marzo de 2005 Corporate Governance: What’s Next? The Foley and Lardner National Directors Institute 2 de febrero de 2005 In Investing, You Get What You Don’t Pay For The World Money Show 2 diciembre de 2004 This Above All: To Thine Own Self Be True Episcopal Academy 26 de octubre de 2004 Character Counts In Business, In Markets, And In Each Firm Property Casualty Insurers Association of America 12 de octubre de 2004 Time for Growth – Strengthening Trust and Confidence in Financial Services SIBOS Atlanta 30 de septiembre de 2004 CONVERGENCE! The Art of Indexing Conference 9 de junio de 2004 We the People Centennial Celebration of The Committee of Seventy 28 de mayo de 2004 Vanguard – Child of Princeton The Princeton Entrepreneurs’ Network National Conference 15 de mayo de 2004 The Right Kind of Success Pennsylvania State University 12 de mayo de 2004 Marketing and Fiduciary Duty – Strange Bedfellows? The First Lifetime Achievement Award of Marketing Expo 10 de mayo de 2004 Creating Sound Governance: The Shareholder’s Perspective 2004 AIMR Conference 13 de abril de 2004 As The Index Fund Moves From Heresy to Dogma…. What More Do We Need To Know The Gary M. Brinson Distinguished Lecture Washington State University 10 de marzo de 2004 Tis Not Too Late to Seek a Newer World Institutional Investor 11th Annual Mutual Fund Industry Awards 26 de febrero 2004 It’s High Time We Return Capitalism to its Owners 2004 Institutional Shareholder Services Annual Conference 27 de enero de 2004 Senate Testimony Governmental Affairs Subcommittee on Financial Management, the Budget, and International Security 21 de enero de 2004 Re-Mutualizing the Mutual Fund Industry – The Alpha and the Omega Boston College Law School 5 de enero de 2004 Has Your Fund Manager Betrayed Your Trust? Consider the Stewardship Quotient The American Institute of Certified Public Accountants Personal Financial Planning Conference 2003 Reflections on Wellington Fund’s 75th Birthday 21 de noviembre de 2003 Corporate Governance and Mutual Fund Governance – Reflections at a Time of Crisis New York Society of Securities Analysts 11 de noviembre de 2003 A New Era for Corporate America, for Mutual Funds, and for Investors Vanderbilt University Owen School of Management 3 de noviembre de 2003 Senate Testimony Governmental Affairs Subcommittee on Financial Management, the Budget, and International Security 27 de octubre de 2003 It’s An Ill Wind That Blows No Good Society of American Business Editors and Writers 1 de octubre de 2003 Somebody’s Gotta Keep An Eye On These Geniuses – What We Must Do To Restore Owners Capitalism Directors Summit of the State of Wisconsin Investment Board 17 de septiembre de 2003 Introduction of the President of the United States National Constitution Center Groundbreaking Ceremony 16 de septiembre de 2003 Restoring Trust: Financial Services in the New Era SunGard World 2003 4 de julio de 2003 The Constitution: “For Ourselves and our Posterity” Dedication of the National Constitution Center 14 de junio de 2003 Chasing the Rabbit Drexel University 11 de junio de2003 Owners Capitalism vs. Managers Capitalism 2003 National Investor Relations Institute Conference 7 de junio de 2003 One Equal Temper of Heroic Hearts The Cardiovascular Institute of Philadelphia 5 de junio de 2003 The Policy Portfolio in an Era of Subdued Returns The Investment Analysts Society of Chicago 1 de junio de 2003 Choosing The Right Path The United Methodist Church at Swarthmore 19 de mayo de 2003 Entrepreneurship–What’s It Really About? National Foundation for Teaching Entrepreneurship 23 de abril de 2003 What I’ve Learned in A Half Century In Business – Twelve Rules For Building A Great Work Force Society of Human Resource Management 12 de marzo de 2003 House of Representatives Testimony Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises 24 de febrero de 2003 What Went Wrong in Corporate America? Community Forum Distinguished Speaker Series Bryn Mawr Presbyterian Church 14 de enero de 2003 The Mutual Fund Industry in 2003: Back to the Future Boston Security Analysts Society 14 de enero de 2003 Business Leadership and Morality The Yale School of Leadership Summit 2002 An Index Fund Fundamentalist Goes Back to the Drawing Board Washburn University 22 de noviembre de 2002 Three Lucky Breaks–Three Exciting Careers Union League of Philadelphia 31 de octubre de 2002 The Investment Dilemma of the Philanthropic Investor The Philanthropy Roundtable 22 de octubre de 2002 After the Fall: What Lies Ahead for Capitalism and the Financial Markets? The University of Missouri 18 de octubre de 2002 Don’t Count on It! The Perils of Numeracy The “Landmines in Finance” Forum The Center for Economic Policy Studies, Princeton University 14 de octubre de 2002 Memorandum to: Financial Intermediaries RE: How We Can Profit From The Experience of Corporate America Business Solutions 2002 – American Life Insurance Council 26 de junio de 2002 The Telltale Chart Morningstar Investment Forum 12 de junio de 2002 Rebuilding Faith: Wealth Management in the New Era “Changing the Game” Thought-Leadership Forum 12 de junio de 2002 Honoring Adam Smith Economics Pennsylvania 29 de abril de 2002 A Lot Can Happen in 25 Years Association of Investment Management Sales Executives 25 de abril de 2002 “The End of Mutual Fund Dominance” Financial Planning Association 2002 Forum 18 de abril de 2002 A Nation Challenged…And Not Only From Abroad The Executive Forum – Philadelphia Academies 10 de abril de 2002 Leadership: Creating a Firm With Character Samuel Curtis Johnson Graduate School of Management Cornell University 2 de abril de 2002 Entrepreneurship and Economic Progress The Hollerith Lecture Series at Blair Academy 14 de febrero de 2002 Just When We Need It Most… Is Corporate Governance Letting Us Down? New York Society of Security Analysts 17 de enero de 2002 “Energy and Persistence Conquer All Things”: Applying Benjamin Franklin’s Entrepreneurship in the 21st Century On Receiving the Benjamin Franklin Founders Award 5 de diciembre de 2001 The Wisdom of Investment–The Folly of Speculation The Sixth Superbowl of Indexing 15 de noviembre de 2001 Three Odysseys–The Long Adventurous Journeys of the Stock Market, the Mutual Fund Industry, and Vanguard The Wisemen 22 de octubre de 2001 The Marriage of Information Technology and Investing: For Richer or Poorer? Society for Information Management 21 de octubre de 2001 Three Challenges of Investing: Active Management, Market Efficiency, and Selecting Managers AXA Rosenberg Group Client Conference 2 de octubre de 2001 What Will Survive Of Us Is Love United Way Community 13 de junio de 2001 One in Mission On Receiving the 2001 “Giving Forward” Award 11 de junio 2001 Reinventing Mutual Funds Forrester Finance Forum 29 de mayo de 2001 At the 50-Year Mark — Looking Back, Looking Ahead 13 de mayo de 2001 When Commitment Leads, Providence Follows Susquehanna University 27 de abril de 2001 The Twelve Pillars of Wisdom: Lessons We Should Have Learned before the Bear Market Arrived, but Are Only Learning Now The Arizona Republic Investment Strategies Forum 16 de abril de 2001 A Tale of Two Markets Trinity University 21 de marzo de 2001 After the Fall: What’s Next for the Stock Market and the Mutual Fund Industry? National Press Club 15 de febrero de 2001 The Stock Market Universe – Stars, Comets, and the Sun Financial Analysts of Philadelphia 17 de enero de 2001 Energy and Persistence Conquer All Things On Receiving The Benjamin Franklin Founders Award 11 de enero de 2001 “The Case of the Dog that Didn’t Bark” Mutual Fund Directors Education Council 15 de diciembre de 2000 Wisdom, Insight, and the Qualities of a Model Institution Commencement Exercises of Eastern College 4 de diciembre de 2000 What Can Active Managers Learn From Index Funds? Bullseye 2000 Conference 26 de octubre de 2000 Success In Investment Management: What Can We Learn From Indexing? Investment Analysts Society of Chicago 19 de octubre de 2000 The Vanguard Story: “Luck, Leadership and Strategy” NYU Henry Kaufman Distinguished Visiting Professor of Business 16 de octubre de 2000 Public Accounting: Profession or Business? NYU Seymour Jones Distinguished Lecture 12 de octubre de 2000 The Financial Markets and the Mutual Industry- What the Past Half-Century Can Tell Us About the Future The Town Hall of Cleveland 18 de septiembre de 2000 Tis The Gift To Be Simple Pennsylvania Chamber of Business and Industry 15 de junio de 2000 Bread and Circuses World Affairs Council of Greater Valley Forge 11 de junio de 2000 Business as a Calling University of Rochester William E. Simon Graduate School of Business 20 de mayo de 2000 Remarks at Vanguard’s 25th Anniversary Dinner 15 de mayo de 2000 Mutual Funds at the Millennium: Fund Directors and Fund Myths The ’40 Act Institute of the PLI 5 de mayo de 2000 A Businessman-Philosopher Considers the New Millennium Alumni Association of the Shipley School 6 de abril de 2000 Risk and Risk Control in an Era of Confidence New England Pension Consultants’ Client Group 18 de marzo de 2000 The Dream of a Perfect Plan The Investment Forum and Expo 9 de marzo de 2000 The Power of Words, Ideas, Ideals, and Books The Free Library of Philadelphia 2 de febrero de 2000 Technology: Follower or Leader? Bane or Blessing? Society for Information Management 7 de diciembre de 1999 Human Beings: Essential Link in the Service-Profit Chain: A Vanguard Perspective Harvard Business School 10 de noviembre de 1999 Giving The Bond Fund Investor a Fair Shake Induction into the Fixed Income Analysts Society Hall of Fame 5 de octubre de 1999 The Economics of the Mutual Fund Industry: For Fund Investors… For Fund Managers Albright College 30 de septiembre de 1999 The Lengthened Shadow, Economics, and Idealism Before Princeton University’s Annual “Wilson and Princeton” Dinner 17 de junio de 1999 Adam Smith, the Invisible Hand, and the Mutual Fund Industry The Adam Smith Distinguished Leadership Award The Pennsylvania Partnership for Economic Education 4 de junio de 1999 “Gentlemen … To Save Our Business from Ruin, We Must Reduce Expenses” National Association of Personal Financial Advisors 6 de mayo de 1999 The Fox, The Hedgehog, and The Cave Remarks on Receiving NICSA’s Robert L. Gould Award 3 de mayo de 1999 Globalisation of Mutual Funds: Perspective, Prospects, and Trust International Bar Association Seminar 10 de marzo de 1999 And What Role Does the Law Play? New York University Center of Law and Business 20 de febrero de 1999 Changing the Mutual Fund Industry: The Hedgehog and the Fox Remarks by John C. Bogle on receiving the Woodrow Wilson Award for representing “Princeton in the Nation’s service” 30 de enero de 1999 Investing with Simplicity The Washington Post Personal Finance Conference 17 de noviembre de 1998 «Acres of Diamonds” Temple University 26 de octubre de 1998 Creating Shareholder Value: BY Mutual Funds or FOR Mutual Fund Shareholders? Annual Conference of the Investor Responsibility Research Center 26 de octubre de 1998 The Dream of a Perfect Plan Money Matters 21 de mayo de 1998 The Four Dimensions of Investment Return Institute for Private Investors 29 de marzo de 1998 The Search for the Holy Grail The Institute for Quantitative Research in Finance 18 de marzo de 1998 Bond Funds: Treadmill to Oblivion? Fixed Income Analysts Society 24 de febrero de 1998 Honoring Our $4 Trillion Trust: Mutual Funds in the 21st Century NICSA’s 1998 Conference 29 de enero de 1998 Reversion to the Mean: Sir Isaac Newton’s Revenge on Wall Street MIT Lincoln Laboratory Distinguished Lecture Series 1997 The First Index Mutual Fund 16 de diciembre de 1997 Happiness or Misery? Investment Performance in an Age of “Investment Relativism” Washington, D.C. Society of Analysts 12 de noviembre de 1997 Mutual Funds: Parallaxes and Taxes The Association for Investment Management and Research 3 de octubre de 1997 Nothing Fails Like Success The Contrary Opinion Forum 25 de septiembre de 1997 Mutual Funds: Parallaxes and Taxes Wealth Management Group, Northern Trust Bank 16 de septiembre de 1997 Reflections on the Spirit of Entrepreneurship Greater Philadelphia Venture Group 4 de septiembre de 1997 Mutual Funds and Life Insurance: Contrasts and Parallels The American Council of Life Insurance 20 de julio de 1997 The Riddle of Performance Attribution — Who’s in Charge Here: Asset Allocation or Cost? AIMR Financial Analysts Seminar at Northwestern University 17 de julio de 1997 The Investment Outlook and Strategies in Our Global World The Union League of Philadelphia 13 de junio de 1997 The Implications of Style Analysis on Mutual Fund Performance Evaluation Morningstar Investment Conference 17 de mayo de 1997 On Leadership Address at the 176th Commencement of Widener University 3 de abril de 1997 To What Avail? Computer Technology and Mutual Funds Grant’s Spring Investment Conference 8 de mayo de 1996 Be Not The First… Nor Yet The Last 1996 AIMR Annual Conference 16 de febrero de 1987 Mutual Funds in 1987: A $700 Billion Trust NICSA’s 25th Annual Conference 6 de mayo de 1984 Statistics and Suicide The Institute of Quantitative Research in Finance 1981 The Professor, The Student, and the Index Fund Memo 1978 1978 Wellington Fund Memo Clash of Cultures 1977 Marketing Mutual Fund Shares in the 1980’s NICSA’s 1977 Conference 1972 1972 Wellington Fund Memo Clash of Cultures 1964 Main Street Comes to Wall Street, by Walter L. Morgan Clash of Cultures
Papeles academicos
La siguiente tabla proporciona acceso a las publicaciones académicas de John Bogle en revistas financieras. La tabla no está completa, ya que los artículos más recientes no están disponibles gratuitamente. [note 7]
| Fecha | Titilo | Publicado por |
|---|---|---|
| 2014 | The Arithmetic of «All-in» Investment Expenses | The Financial Analysts Journal (via Bogle eBlog) |
| 2011 | The Clash of the Cultures | The Journal of Portfolio Management (via Bogle eBlog) |
| 2009 | Markets in Crisis | The Financial Analysts Journal (via Bogle eBlog) |
| 2009 | The Fiduciary Principle: No Man Can Serve Two Masters | The Journal of Portfolio Management (via Bogle eBlog) |
| 2009 | The End of Soft Dollars? | The Financial Analysts Journal (via Bogle eBlog) |
| 1 de octubre de 2008 | Bringing Mutuality to Mutual Funds | SSRN |
| 2008 | A Question So Important That it Should Be Hard to Think About Anything Else | The Journal of Portfolio Management (via Bogle eBlog) |
| 2008 | Black Monday and Black Swans | The Financial Analysts Journal(via Bogle eBlog) |
| 2005 | The Relentless Rules of Humble Arithmetic | The Financial Analysts Journal (via Bogle eBlog) |
| 2005 | The Mutual Fund Industry 60 Years Later: Better or Worse? | The Financial Analysts Journal (via Bogle eBlog) |
| 12 de diciembre de 2005 | The Executive Compensation System is Broken | SSRN |
| 15 de octubre de 2005 | The Uncanny Ability to Recognize the Obvious | SSRN |
| 18 de febrero de 2003 | Don’t Count on it: The Perils of Numeracy | SSRN |
Artículos de opinión y cartas al editor
La siguiente tabla proporciona enlaces accesibles a los editoriales de John Bogle y cartas a la prensa. La lista no está completa ya que muchos enlaces directos solo están disponibles por suscripciones.
| Fecha | Artículo de opinión | Publicado por |
|---|---|---|
| 19 de mayo de 2014 | Letter to Editor | Economist |
| 6 de junio de 2013 | Letter to Editor | Wall Street Journal |
| 27 de agosto de 2010 | On Mutual Funds, Cheaper is Better | Wall Street Journal |
| 18 de mayo de 2009 | A Crisis of Ethic Proportions | Wall Street Journal |
| 6 de marzo de 2007 | Letter to Editor | Wall Street Journal |
| 27 de febrero de 2007 | Vanguard: Saga of Heros | Pepperdine University |
| 8 de febrero de 2007 | Value Strategies | Wall Street Journal |
| 18 de noviembre de 2006 | Letter to Editor | Wall Street Journal |
| 27 de junio de 2006 | Turn on a Paradigm | Wall Street Journal |
| 12 de abril de 2006 | Mutual Funds and Taxes | Wall Street Journal |
| 6 de abril de 2006 | Executive Compensation and Related Party Disclosure | SEC |
| 26 de enero de 2006 | Don’t Look for Me at Davos . . . | Wall Street Journal |
| 3 de octubre de 2005 | The Amazing Disappearance of the Individual Stockholder | Wall Street Journal |
| 18 de noviembre de 2004 | The Spitzer Effect | Wall Street Journal |
| 8 de julio de 2004 | Fair Shake or Shakedown? | Wall Street Journal |
| 19 de septiembre de 2003 | Specialist Man | Wall Street Journal |
| 8 de julio de 2003 | The Emperor’s New Mutual Funds | Wall Street Journal |
| 21 de noviembre de 2002 | Remaking the Market: Reality Bites | Wall Street Journal |
| 20 de junio de 2000 | How Mutual Funds Lost Their Way | Wall Street Journal |
| 14 de noviembre de 2003 | Not-So Mutual Funds | Wall Street Journal |
| 23 de agosto de 1999 | The Wall Street Casino | New York Times |
Notas
[1] La tabla contiene discursos enumerados en el Bogle eBlog. El borrador de la tabulación se compila en John Bogle articles and speeches, hoja de cálculo de google.
[2] La Universidad de Princeton ofrece un video de este discurso en Vanishing Treasures-Business Values and Investment Values
[3] Un podcast de esto “Vanguard: Saga of Heroes” discurso (requiere Windows Media Player) está disponible: Pepperdine University – February 2007
[4] Un podcast de esto «Designing a New Mutual Fund Industry» discurso (requiere Windows Media Player) está disponible: Fund Turnover Hurts Investors, Funds’ Retirement Focus, Funds Can Defeat ETFs, Boards Aren’t Independent Enough
[5] Un podcast de esto «Investment Wisdom and Human Values» discurso (requiere Windows Media Player) está disponible: Part 1, Part 2, Part 3, Part 4,Part 5
[6] Un podcast de esto «Mutual Funds: How a Profession…» discuro (requiere Windows Media Player) está disponible: Part 1, Part 2, Part 3Â
[7] Siete artículos académicos de John Bogle solo están disponibles mediante registro o compra. David and Goliath: Who Wins the Quantitative Battle? ,Journal of Portfolio Management, (2016); The Index Mutual Fund: 40 Years of Growth, Change, and Challenge, Financial Analysts Journal (2016); Putting Investors First , Journal of Portfolio Management (2015); Occam’s Razor Redux: Establishing Reasonable Expectations for Financial Market Returns, Journal of Portfolio Management, (2014); No Speed Limits:High Frequency Trading and Flash Boys, Journal of Portfolio Management, (2014); Lightning Strikes: The Creation of Vanguard, the First Index Mutual Fund, and the Revolution It Spawned, Journal of Portfolio Management, (2013) “Big Money in Boston”: The Commercialization of the Mutual Fund Industry Journal of Portfolio Management.