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PASSIVE INVESTING News & Analysis

Are changes in investor preferences hurting returns?
Personal Finance
Are changes in investor preferences hurting returns?
Innovation in the financial services industry is providing us with more choice...but at what cost?
Mark LaMonica, CFA | 12 November 2024
Only 2.4% of companies deliver all net shareholder wealth
Stocks
Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove...
Graham Hand | 02 October 2024
How to generate $100,000 in passive income
Personal Finance
How to generate $100,000 in passive income
Reaching six-figures in passive income is not easy but don’t underestimate the benefit of time in the market. 
Mark LaMonica, CFA | 29 September 2024
Was Jack Bogle right about smart beta all along?
Personal Finance
Was Jack Bogle right about smart beta all along?
Smart-beta investors could have done better by being less clever.
John Rekenthaler, CFA | 25 September 2024
Legendary investor: markets are less efficient and social media is the big culprit
Stocks
Legendary investor: markets are less efficient and social media is the big culprit
Despite an explosion in data, investment titan, Cliff Asness, believes the market has become less efficient, not more, over his 34-year career. He...
James Gruber | 24 September 2024
Active funds fell short of passive peers in latest research by Morningstar
Personal Finance
Active funds fell short of passive peers in latest research by Morningstar
Long-term trends and low costs can help investors decide between active and passive funds.
Morningstar | 28 August 2024
Are markets broken?
Markets
Are markets broken?
Famed investor David Einhorn says passive investing has broken markets and it's forced him to change his investment style to stay in business. How...
James Gruber | 26 February 2024
Is your index fund tracking the right index? Here’s what to look for
Funds
Is your index fund tracking the right index? Here’s what to look for
Understanding these 6 qualities of the best indexes can help investors choose among thousands of index funds.
Morningstar | 22 February 2024
Blending active and passive into a winning portfolio
Markets
Blending active and passive into a winning portfolio
When looking at long-term equity index charts, it’s easy to forget the individual stocks underpinning the indices don’t move as a unified...
Duncan Burns | 12 December 2023
Active vs. passive in listed real estate
Funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...
Steven Le | 12 November 2023