The shift from actively managed mutual funds and collective trusts (CITS) to index funds, especially in defined contribution plans like 401ks and 403bs, seem overwhelming with passive funds now ...

Armed with 15 years of data and various market cycles, S&P analysis shows that most mutual funds have trouble beating their respective indices with just one of 175 growth ...

The stunning growth of Vanguard heralding the move to passive or index funds over active investing especially in DC plans seems to be a runaway train. But is that ...

If the term “smart beta” gets you scratching your head, don’t worry, you’re not alone. But chances are, you have heard about it, at least once in the past ...

As most plan sponsors with DB (defined benefit) pension plans use a mix of active and passive funds, and most advisors recommend a combination, the move to all passive ...

There’s growing pressure on money managers to either get bigger or sell their firms driven by two big trends which are rampant in 401k and 403b plans – the ...

The move to passive or index funds in larger defined contribution (DC) plans continues according to a P&I report finally overtaking actively managed investments driven by the desire for ...

As ETFs (Exchange Traded Funds) became more popular with individual investors growing steadily led by iShares (now part of BlackRock) and Vanguard, almost a decade ago experts predicted that ...

ETFs or exchange traded funds offer an inexpensive investment with greater transparency than traditional mutual funds using passive strategies that have been wildly popular for individual investors, especially high ...

With the growing momentum towards low-cost index funds and ETFs (exchange traded funds) which have $5 trillion and growing, investors and plan sponsors may be overlooking the hidden dangers ...