Index investing, also known as passive investment management, simply attempts to track the performance of an index. Investors can use techniques such as full replication or factor optimization to match the index performance.
For many investors, index funds are attractive vehicles due to their low costs and exposure to a desired market. An intangible benefit of index investing is the introduction of an established set of rules that help the investor keep track of his or her objectives.
New research from FTSE Russell shows most investors were happy with their index funds and advisors in 2022.
The $5.7 billion the ETF added to its assets in 2023 suggests J.P. Morgan is making a strong distribution push.
Once available to only the mega-wealthy, custom portfolios reach less affluent investors.
The devil is in the details—and the tax implications.
Uncertainty reigns as issuers develop strategies.
Passive investing is evolving rapidly; its supporting tech needs to catch up.
The investment strategy is still a niche service, according to research from Blackwater.
While actively managed ETFs are all the rage, passive funds still dominate total assets.
The fund tracks top U.S. companies that have potential for profitability.