This content is from: Portfolio ESG Index Funds Are Outperforming (Mostly) Morningstar’s environmental, social, and governance indexes are beating the market across most countries and categories — but less so in the U.S. By Amy Whyte March 04, 2021
This content is from: Portfolio The Case for Active in Emerging Markets Has Always Been Strong. Why Do Investors Still Favor Index Funds? Many investors have long used passive strategies to get exposure to developing markets, but now may be the time to venture into active and companies outside popular benchmarks. By Grace Chung July 01, 2021
This content is from: Portfolio Investors Know They Own Too Much Tech. This Analysis Shows That It’s Worse Than They Think. An alternative way of looking at market-cap weighted index funds shows that investor exposure to the sector is higher than it was during the tech bubble. By Julie Segal November 16, 2021
Sponsored Do Physical and Transition Climate Risks Translate Into Investment Risks? Sponsored by S&P Dow Jones Indices December 22, 2021
This content is from: Portfolio The Future of Shareholder Activism Won’t Be Led by Hedge Funds Targeting systemic risks like climate change doesn’t make financial sense for small, concentrated funds, a Columbia law professor argues. By Jessica Hamlin August 24, 2021
This content is from: Portfolio Rob Arnott Warns Tesla Stock Is Showing Signs of a Bubble — and Indexers Are About to Buy High Shares of Elon Musk’s electric-car maker will probably lag the S&P 500 in the year after its looming entry to the index, the Research Affiliates founder said. By Christine Idzelis December 17, 2020
