When Choosing Passive or Active Funds, Consider the End Result
Data shows passive U.S. equity assets have passed active U.S. equity assets, but there are pros for each and retirement...
Tag: passive investing
How and Why to Simplify DC Plan Investment Menus
Simplifying a defined contribution (DC) plan’s investment menu could encourage more employees to participate in the plan, sources say.
Active TDFs Offer Advantages for DC Plan Participants
Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return...
Trend in TDF Move to Passive Management Continues
Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective...
Bogle’s Death Inspires Reflection on 401(k) Fee Landscape
Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would...
Passive Investing and Smart Beta Stole the Show in 2017
Although smart beta is still a small category with just $430 billion in AUM, or 0.5% of the global total,...
Advisers See a Place for Both Active and Passive Investing
Their No. 1 objective for client portfolios is downside risk protection
Opinions |
Separate Myth From Reality When Considering Passive Target-Date Funds
Passive TDFs are not always the safer fiduciary choice and not always the better choice for DC plan investors.
Scorecard Shows Mixed Results for Active Fund Managers
Steve Deschenes, product management and analytics director at Capital Group, says, “The active-passive debate is an industry discussion which distracts...
Greater Use of Passive Funds Built Directly on TDF Popularity
Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity...
Several Factors Push Investing Into ETFs
EY says the move from active to passive investing is one of them.