Less Appreciated Aspects of Indexing vs. Active Management
- Ethical funds have a long way to go. Coles, Sarah // Fund Strategy;8/10/2009, p22
The article focuses on the development of ethical funds and their exclusion from the Adviser Fund Index (AFI) selections in Great Britain. It notes that these funds composed of approximately 1% of funds under management for 10 years. They also fail to hold defensive stocks which performed well...
- Are advisers dumping Alts, ETFs and annuities? Tran, Hung // Ebn.benefitsnews.com;2/23/2012, p3
The article reports on a study by consulting firm Tiburon Strategic Advisors which reveals the plan of financial advisers in the U.S. to increase their usage of index funds by one-third while decreasing their usage in exchange trade funds, alternative investments and variable annuities.
- Market's run stirs up index-investing debate. Skarbeck, Ken // Indianapolis Business Journal;12/29/2014, Vol. 35 Issue 45, p16
The article offers author's insights on the debate that centers on cost of active investment management of active portfolio and passive management which concerns on index fund investment and recommends to look for managers that are contrarian, pays attention to valuation, and not too diversified.
- Everyone Is Selling Bonds--Sounds Like a Good Time To Buy. AHRENS, ANDREW // Bank Investment Consultant;Sep2013, Vol. 21 Issue 7, p42
In this article, the author focuses on the short-term opportunities related to bond selling and discusses the importance of advisors for investors regarding buying opportunities in financial markets. He informs that investors should consider the price of individual bonds and the reason for...
- Muni Bond Fund Report $212.2M Outflow. Flynn, Hillary // Bond Buyer;3/28/2014, Vol. 123 Issue F313, p1
Statistics are given regarding inflows of municipal bond funds of 212.2 millions and 1000.8 millions of high-yield funds in the U.S. as of March 26, 2014.
- PRODUCTS. Din, Suleman // Money Management Executive;2/2/2015, Vol. 23 Issue 5, p4
The article previews several mutual fund products including the ETFS Diversified-Factor U.S. Large Cap Index Fund from ETF Securities, the Columbia Adaptive Alternatives Fund from Columbia Management, and the ETF OneSource program from Schwab.
- WHY HYPER-ACTIVELY MANAGED FUNDS OUTPERFORM. FINKE, MICHAEL // Research;Jul2013, Vol. 36 Issue 7, p26
The article focuses on the excessive fees charged by the active mutual fund managers for the mutual fund assets that were managed passively. It mentions that since 1990 the percentage of passively managed fund assets has increased to 50 percent from which only 20 percent retained in pure index...
- Take A Load Off with Index Funds. Lynott, Bill // American Drycleaner (Crain Communications Inc. (MI));Sep2009, Vol. 76 Issue 6, p40
The author discusses the use of sales loads and annual expenses by mutual-fund managers in selling index funds. He notes that the potentially high return on investment offered by equity ownership carries the risk of losing money. The author states that independence from individual stock picks...
- Buy index funds â€” and managed funds. // Dow Theory Forecasts;11/21/2011, Vol. 67 Issue 47, p1
The article offers recommendations for buying managed funds and index funds in the U.S. It suggests buying the two funds since both have compelling features, such as tax efficiency and low costs. It says that while it is inviting to go for all index funds, investors should not leave actively...