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Rules-based passive vehicles have had no option but to allow the meme stocks’ weightings to increase dramatically
The industry’s global assets have surged to fresh all-time highs in May
BlackRock and State Street were largest purchasers of the securities
Go active in the US to capture mid-cap growth and shift to passive in the UK
Two months this year have ranked among the strongest since 2007 for active fund managers
Data suggest, with 22 new issuers so far, that this year could equal 2020’s record of 51 new providers
Research shows returns of 77% against 14% for large-cap growth in six months to the end of March
MSCI and S&P maintain lead over FTSE Russell as overall revenues shoot up by nearly 10%
Flood of cash leaves renewable sector especially vulnerable to sharp market sell-off
A concentrated stock portfolio can deliver outsized gains if the investor is skilled or fortunate enough
The iShares ETF will quit the Dow Jones benchmark and move to a cap-weighted S&P rival
Finding could support value investor view that rise of ETFs is just the ‘madness of crowds’
Tailoring to a client’s narrow instructions may not provide the best performance standard
Asset manager releases data aiming to show bond ETFs did not stuff redemption baskets with low-quality paper
Exchange traded funds close to eclipsing traditional index trackers for first time
Arizona professor provides backing for the approach of investors such as Ark and Baillie Gifford
By contrast, the relaunched MSCI China index with the companies removed, was almost unchanged
So-called active semi-transparent ETFs have their limitations, say analysts
FT columnist speaks about future trends in investment
Metrics for ‘quality’ such as profitability and conservative investment explain most of sector’s ‘alpha’, academics say
Platform charges and difficulties of buying fractional shares mean index-tracking mutual funds continue to dominate
Top-10 holdings of iShares MSCI USA momentum fund thought to be at risk of exclusion include Amazon
The two metrics both indicate a fund’s divergence from its benchmark, but tell investors different things
Campaigning group research finds only a quarter of leading managers’ investments had coal-exclusion policies
Investment Association’s framework will measure fees and performance of 530 ETFs against active products
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