Results for "index funds"

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Actively seeking opportunities in emerging markets

June 1, 2018

Despite recent news highlighting the threat of new trade wars and other potential instability around the world, the secular trends in emerging markets remain promising for long-term investors. Advisers seeking both diversification and growth...

Emerging Asia is where the growth is, but your index fund might not find it

May 8, 2018

The growing middle class is fueling growth in emerging markets in Asia — but you won't get much exposure to that in the typical emerging market index fund, said David Dali, portfolio strategist for Matthews Asia funds. More than half the world's...

What active share can and can't tell you

May 3, 2018

Thanks to an agreement with former New York Attorney General Eric Schneiderman, 13 fund companies will voluntarily disclose the active share calculation for their funds. What exactly does the calculation show you? Active share is the percentage...

BlackRock exploring funds that exclude gun makers, retailers

March 2, 2018

BlackRock Inc., the world's largest asset manager, said it's exploring ideas for new funds, including index-based portfolios, that exclude gun makers and retailers. BlackRock is also working with clients that want to change or eliminate exposure...

S&P 500 evolves to reflect makeup of the economy

April 2, 2018

The Standard & Poor's 500 Index has come a long way since 1957, the year it was introduced. An index fund wasn't even a twinkle in Jack Bogle's eye back then, and corporate America looked a whole lot different. For one thing, 400 of the companies...

Active fund managers underperform once again: S&P

April 12, 2017

Legendary Mets manager Casey Stengel once cried out, "Can't anyone here play this game?" Had he asked that about active fund managers, Standard & Poor's would once again reply, "No." S&P's semi-annual scorecard for active fund managers found...

Passive becomes the new active

February 27, 2018

Passive has gotten so large that it's killed everything in its path — including itself. Welcome to the "passive singularity." There are now so many indexes that putting your money in an index-tracking fund is a move requiring an active decision,...

Inside the S&P 500: Adds, drops and tall tales

July 8, 2015

Each year, about 20 to 25 stocks leave the S&P 500 and are replaced with other stocks that meet the guidelines for index membership. These changes usually are announced five trading days before the index change. Given the size of the asset pool...

'Beyond beta': better than 'smart'?

April 13, 2015

"Smart beta" is generating more and more traction as an investing category at the same time that the label continues to raise the hackles of the investing cognoscenti. (Once a strategy deviates from a traditional passive approach, doesn't it...

Vanguard keeps its own management pay under wraps

January 19, 2017

With $3.9 trillion in assets under management, index fund pioneer Vanguard Group is an influential shareholder, able to weigh in on how executives across corporate America should be paid. At the same time, because of its unique corporate structure,...

A great year in the markets, but few managers beat their indexes

March 16, 2018

Some active managers saw their performance improve in 2017, according to S&P Dow Jones Indices, but over the long run, their records against their benchmarks are still nearly all awful. The S&P Indices Versus Active (SPIVA) report for 2017 shows...

Buybacks, CEO pay add up to big costs for shareholders

December 13, 2017

David Winters, manager of the Wintergreen Fund, says that buyback programs and CEO compensation are adding an enormous drag to investor returns, and that index funds are making the problem worse. Before you dismiss Mr. Winters as yet another...

S&P might drop some Russian stocks from indexes

August 7, 2014

Index funds might have to divest Russian securities under new sanctions imposed by the Department of Treasury's Office of Foreign Assets Control under a directive of President Obama to tighten pressure on the country in connection with separatist...

Burton Malkiel: The case for investing in broad-based index funds

August 25, 2017

Burton Malkiel, author of "A Random Walk Down Wall Street," discusses why he thinks investors should buy index funds that hold stocks from throughout the developed world and the emerging markets.

Active ETFs are ripe for transparent, low-cost strategies

August 22, 2017

Over the last decade, active U.S. large cap strategies with lower turnover and greater concentration have delivered solid performance, better down-market capture and higher Sharpe ratios than more diversified, higher turnover active strategies.*...

DoubleLine Capital's tale of two Jeffreys

August 29, 2017

It's not easy to outdo your boss, particularly when your boss is Jeffrey Gundlach, the bond savant of DoubleLine Capital. But that's exactly what DoubleLine's other Jeffrey -- the nice Jeffrey -- has been doing lately. Jeffrey Sherman, Gundlach's...

Hillary Clinton's Tweet-induced biotech sell off has created buying opportunity

October 1, 2015

Hillary Clinton drew the attention of biotech investors recently when she tweeted out her angst over prescription drug prices, but, really, the Democratic presidential frontrunner was just adding water to a boat that's sprung a leak. At this...

Small cap stocks go large on dividend payouts

March 19, 2015

Dividend income is increasing from an unlikely source: small companies. It's a trend that has the potential to throw a wrench into traditional asset allocation models, and even add a performance boost to dividend-focused mutual funds as smaller...

NYSE shutdown: Advisers calm jittery clients

July 8, 2015

Financial advisers calmed anxious clients Wednesday after the New York Stock Exchange halted all trades shortly before noon, citing a technical malfunction. Some advisers let clients know that stocks continued to be traded on other exchanges...

Playing the stock index reshuffle game can cost investors

July 7, 2015

As asset management firms scratch for every possible edge in the dirt-cheap world of indexed investing, some passively managed strategies are becoming more active than others. Consider the slightly varied year-to-date performance of three popular...

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