Passive
Learn about the latest trends in passive investment strategies and their impact on investment performance.
September 08, 2021
Advisors Prefer Active Management to Navigate Choppy Markets: PGIMMost respondents said there were skilled active equity and fixed income managers who consistently outperformed their benchmarks.
September 01, 2021
Cathie Wood's New ETF Shuts Out Banking, Fossil Fuels and ViceArk's Transparency ETF aims to track an index that is made up mainly of large tech and consumer firms such as Salesforce and Tesla.
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.
July 12, 2021
More Chinese Stocks Removed From FTSE Russell, S&P Dow Jones IndicesThe removals follow President Biden's executive order banning U.S. investments in "Chinese Military-Industrial Complex Companies."