Actively Rethinking Index Weightings | The Move Toward Capping
Widespread adoption of capping methodologies would likely accelerate the process of establishing a sustainable balance between active and passive investing.
April 28, 2025
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More Active Than You Think | The Active Nature of Index Construction
For many investors, investing in an index fund is a “no brainer” way to get exposure to markets or asset classes. But a white paper from Dimensional argues that investors should be putting more thought into their index investment choices.
January 16, 2025
Surveys provide insights on how financial planners, Gen X view active, passive
Two recent surveys provide insights on how financial planners and Gen X investors are thinking about the balance between active and passive investing.
June 26, 2024
Reevaluating Market Cap Weighting
In recent years, it has become received wisdom that weighting companies by their market capitalization is the best approach that investors can adopt. But is this really the case?
January 24, 2023
Study: Active Funds Deliver at Comparable Rates to Passive
Active funds are posting on-par performances with their passive peers, according to new research from T. Rowe Price.
December 21, 2022
Passive Investing’s Past Performance Problem
Many investors see a clear distinction between index investing and active management, but the reality is much more complicated.
November 18, 2020
Postponed Rebalancings Highlight Active Nature of Passive Investing
Active is active, and passive is passive, and never the twain shall meet?
May 04, 2020
Index or Passive: Understanding key differences that impact your portfolio.
Index and passive. For the last 40+ years, these two terms have been interchangeable. But recent developments in the ETF universe – specifically, the growth in “smart beta” funds — highlights a distinction between these two terms which has important implications for investors’ portfolios.
July 01, 2019