Fund managers can generate capital gains taxes for shareholders when they buy and sell securities. However, fewer exchange-traded fund investors get such ... the director of passive strategies ...

While there are benefits to active and passive investing, your preference will be include combining your priorities, your ...

The iShares ETF consists of 75 dividend-paying U.S.-based companies. Energy and consumer staple sectors, with 27.4% and 25.6% weights, respectively, account for over half of the ETF's holdings. That's ...

Exchange-traded funds allow pooled ... you won't have to pay any management fees. For beginners, passive index funds are generally the best way to go. Index funds are cheaper than their actively ...

Investors can access passive strategies through two different investment products: mutual funds and exchange-traded funds. One product isn’t better than the other; choosing the right wrapper ...

Triple-digit returns abounded for cryptocurrency strategies, but one stock picking veteran managed to outpace the bitcoin ...

Shift into passive strategies and ETFs has accelerated as performance of pricier mutual funds lags behind benchmarks ...

Our latest edition of the US Active/Passive Barometer report analyzes nearly 8,338 mutual funds and exchange-traded funds across categories, including success rates, annualized excess returns ...

There has been massive growth in passive mutual funds in 2024. The latest data from the Association of Mutual Funds in India (AMFI) shows a record number of investment accounts in this category. New ...

After transforming how investors and fund managers engage with equity capital markets, exchange-traded funds (ETFs) are now ...

Under the MF Lite framework, specific types of passive schemes, including index funds, exchange-traded funds (ETFs ... in control of an MF Lite Asset Management Company (AMC) due to share ...

Investors pulled a record $450bn out of actively managed stock funds this year, as a shift into cheaper index-tracking investments reshapes the asset management ... passive investing and exchange ...