Index Funds
Shorter settlement periods are meant to protect market participants. But the new T+1 settlement cycle for US equities may have undesirable knock-on effects for financial market participants around the world, including index fund managers.
How would an index constructed at the US country level that weights holdings by each sector's underlying GDP compare to the S&P 500 in terms of risk and performance?
The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.
The rapid expansion of ESG indexes continues to gain momentum and diversify across asset classes.
Robin Wigglesworth has produced a book that is historical, entertaining, and thought-provoking.
Quick, what is 1 July 2021 the 50th anniversary of?
ESG's growing prominence requires that investors expand their toolkits.
What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?
True to his Dr. Doom moniker, Nouriel Roubini believes that vulnerabilities in the system are currently hidden and will emerge when the next economic downturn occurs.
Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.