This content is from: Portfolio Are Index Funds Headed for a Reckoning? Passive investors may unwittingly be taking a huge active bet on the most overvalued sector of the market, according to new research. By Julie Segal November 25, 2019
This content is from: Premium Hedge Funds’ Indexing Comes Out of the Closet At least seven funds counted SPY — the S&P 500-tracking ETF — as their largest U.S. long positions at the end of last year. By Stephen Taub February 19, 2020
This content is from: Portfolio Morningstar: It’s Time to Disrupt Index Providers Index licensing fees keep rising — even as asset managers are under tremendous pressure to cut costs, the data provider argues. By Julie Segal December 06, 2019
This content is from: Portfolio Active Funds Dominate ESG — But Their Market Share Is Slipping While the pandemic hasn’t damped investor demand for ESG, asset flows to U.S. active managers fell in the first half of 2020, according to Broadridge. By Christine Idzelis September 30, 2020
This content is from: Portfolio Fee Battle Heats Up as Fidelity Launches Zero-Cost Index Funds The asset manager announced a series of changes to its retail investing program on Wednesday, including what it says are the first-ever fee-free index funds. By Alicia McElhaney August 01, 2018
This content is from: Portfolio History Made: U.S. Passive AUM Matches Active For First Time After a turbulent 12 years for the industry, investors now have as much money in index funds as they do in active strategies. By Julie Segal May 17, 2019
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Sponsored In Crisis, Fixed Income ETFs Prove Integral to Efficient Bond Market In the first half of 2020, the largest and most heavily traded took a star turn. Sponsored by BlackRock October 13, 2020
