Investing | October 14th, 2019 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...
Administration | April 30th, 2019 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.
Investing | March 15th, 2019 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...
Investing | March 4th, 2019 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...
Deals and People | January 17th, 2019 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...
Investing | July 24th, 2018 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,...
Investing | April 10th, 2018 Advisers See a Place for Both Active and Passive Investing Their No. 1 objective for client portfolios is downside risk protection
Opinions | April 4th, 2018 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.
Investing | March 16th, 2018 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...
Investing | January 22nd, 2018 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...
Investing | November 27th, 2017 Several Factors Push Investing Into ETFs EY says the move from active to passive investing is one of them.