Browsing Category
passive investing
87 posts
Betting on 'Dumb Volatility' with 'Smart Beta'
by Claude Erb, via SSRN It is possible that some investors make the "dumb mistake" of "buying high…
August 7, 2014
The Myth of the Passive Investor
by Patrick Rudden, AllianceBernstein Some investors have such little faith in the merits of active management that they prefer…
July 28, 2014
Three Lessons Learned from Vanguard Investors
by Ben Carlson, A Wealth of Common Sense “This is one of the most important rules of investing.…
July 4, 2014
Philosophy Differs From Strategy
by Rick Ferri Want to be a successful investor? Have a sound investment philosophy before trying…
June 17, 2014
The High Cost of Equal Weighting
by Max Moroz and Engin Kose, Research Affiliates Equal-weight indices have two clear advantages: They are easy to…
May 30, 2014
3-to-1 Odds Favor Index Investors
by Rick Ferri What do 25%, 25%, 25% and 25% have in common? Besides adding up to 100%,…
March 28, 2014
Rick Ferri: Beat the S&P 500 with the S&P 500
It’s easy to beat the S&P 500. Just hold all stocks in the S&P 500 in an equal…
March 5, 2014
What Was John Bogle Thinking?
by Rick Ferri John C. Bogle was hired by Wellington Management Company in 1951 immediately following his graduation…
February 12, 2014
ETF No Longer Means Index Fund
by Rick Ferri Exchange-traded funds (ETFs) started out linked at the hip to low-cost, market-tracking index funds. The…
January 17, 2014
Bill Smead: David (Active Management) vs. Goliath (Passive Indexes)
by William Smead, Smead Capital Management Malcolm Gladwell is a fantastic writer and his new book, David and…
January 7, 2014
Passive Management ≠ Passive Investing
Passive Management ≠ Passive Investing by Ashwin Alankar, Michael DePalma and Guoan Du, AllianceBernstein Passive investments are often…
November 20, 2013
Daniel Wallick & Gregg Fisher: The Case For and Against Active Investing
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In…
June 24, 2013