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passive investing
84 posts
Hougan and Nadig: "Expense is the New Alpha"
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Hougan and Nadig: ETFs in Canada are at a Tipping Point
We chatted with Matt Hougan, Chairman, Inside ETFs (former CEO, ETF.com) and Dave Nadig, Managing Director, ETF.com at…
Howard Marks: Investing Without People
by Howard Marks, Oaktree Capital Over the last twelve months I’ve devoted three memos to discussing macro developments,…
The Problem With Indexing
by John Coumarianos, Analyst, Clarity Financial Indexing your investments is a good way to increase your chances of…
Why Passive Investing Isn’t a Panacea
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Equities, AllianceBernstein The active/passive debate has been raging for years, and…
Why Active Management Failed…and Didn’t
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Alliance Bernstein Passive equity strategies have seen massive inflows over…
How to see the hidden risks of ETFs
by Sloane Ortel, Paul Kovarsky, CFA and Antonella Puca, CFA, CIPM, CFA Institute Exchange-traded funds (ETFs) attracted more…
A Warning Shot for Passive Investors
by Lance Roberts, Clarity Financial Last week, investors received a “warning shot” about the dangers of “passive indexing.” While…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Active vs Passive: When, Where and Why to be Which
Active vs Passive: When, Where and Why to be Which by Craig Basinger, Chris Kerlow, Derek Benedet, Shane…
Passive Carnage is Illogical
by David Goerz, Strategic Frontier Management September 2017 PASSIVE CARNAGE IS ILLOGICAL We observe increased discussion about passive…
Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond
Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast…
Do Index Fund Portfolios Live Up to Expectations?
by David Allison, CFA, CIPM, CFA Institute Investors are pinning their hopes on index funds. “Almost $500 billion…
