Tag: passive investing

Morningstar debuts personalized investment planning tool; eMoney Advisor has tax-planning solution incorporating SECURE 2.0 changes; Morgan Stanley Investment Management launches...

Simplifying a defined contribution (DC) plan’s investment menu could encourage more employees to participate in the plan, sources say.

Cerulli Associates points to active target-date fund (TDF) performance during market volatility and the ability to mitigate sequence of return...

Sway research finds target-date series that invest in passively managed underlying funds, as well as those that invest in collective...

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would...

Although smart beta is still a small category with just $430 billion in AUM, or 0.5% of the global total,...

Their No. 1 objective for client portfolios is downside risk protection

Passive TDFs are not always the safer fiduciary choice and not always the better choice for DC plan investors.

Steve Deschenes, product management and analytics director at Capital Group, says, “The active-passive debate is an industry discussion which distracts...

Looking at asset flow data provided by Wells Fargo, there is very little money going into the standalone index equity...

EY says the move from active to passive investing is one of them.