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 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
Sponsored Index Your Bonds: A guide to dispelling the myths Many publications have questioned the validity of bond indexing, based on little understanding of how indexed bond exposures are managed. In this paper, BlackRock dispels seven common bond indexing myths. Sponsored by BlackRock May 01, 2018
Sponsored Who’s on Your Equities Watch List? And, more importantly, how might they fit and function in your overall portfolio? This PM and his team relentlessly search for the answers. Sponsored by Mackenzie Investments April 01, 2020
