Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
'Father of Modern Finance' Explains the Theory Behind Index Funds in 5 Words
By Jane Wollman RusoffNobel laureate Eugene Fama talks to ThinkAdvisor about efficient markets, bubbles and Bitcoin.
August 27, 2021
What Makes a 'Perfect Portfolio'? Thoughts From Bogle, Markowitz, Siegel, OthersStephen Foerster's research on these investing superstars' philosophies unearthed some surprises, he tells ThinkAdvisor.
August 25, 2021
Falling Fund Fees Saved Investors $6.2B in 2020: MorningstarInvestors in sustainable funds pay a "greenium" versus investors in conventional funds, but it has been shrinking.
August 16, 2021
Direct Indexing to Grow Faster Than ETFs, Mutual Funds: CerulliCerulli is forecasting a 11.4% annual growth rate over the next five years vs. 11.3% for ETFs and 3.3% for mutual funds.
July 22, 2021
4 Emerging Trends in Fixed Income Investing: State StreetThe asset manager asked global institutional investors about their fixed income investing priorities over the next three years.
July 20, 2021
Trendspotter: Direct Indexing Poised to Hit the MainstreamVanguard, BlackRock and Morgan Stanley have made major deals for direct indexers as investors demand more customization.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 14, 2021
Benz, Kitces Debate Advisor Investment Accountability"Who's there to oversee these active investment choices that advisors are making?" Morningstar's Christine Benz asks.