The 2015 Paris Agreement recognized finance as an important element to successfully transition to a low carbon economy. Policymakers hoped to achieve this objective, to a large extent, by mandating an increase in the level of

Remember, volatility is a natural feature of the market, not a flaw. Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn’t, consider taking in response to stock market turbulence amid

A vast body of research provides powerful evidence of the failure of active management to generate persistent alpha (risk-adjusted outperformance). For example, since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard,

Over the past few decades, there has been a substantial shift from active to passive investment strategies. Active strategies give managers discretion to select individual securities and/or time the market, generally with the investment objective

If you’re familiar with factor investing, you’re likely aware that value investing, particularly in the U.S. market, has had a challenging stretch over the last 10 years. If you dig deeper into the darker recesses

Over the past few decades, there has been a substantial shift from active to passive investment strategies. The shift has occurred as investors have become more aware of the persistent failure of active management, as

Ever since the Great Financial Crisis of 2007-2008, when the correlation of all risky assets rose toward 1, investors have been hearing that because of globalization, the world has become flat and the benefits of

Janet Levaux, editor-in-chief with Investment Advisor, sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification. Find it on InvestmentAdvisorDigital.com By clicking on any of the links above, you

Prior to joining Buckingham Strategic Wealth, I worked with institutional clients educating them and supporting their use of indexes within their global equity portfolios. At the time, I was working with MSCI – the index

Since 2002, S&P Dow Jones Indices has published its S&P Indices Versus Active (SPIVA) Scorecard, which compares the performance of actively managed equity mutual funds to their appropriate index benchmarks. Most Recent Data The 2018 report includes