Tracking Difference and Tracking Error, Explained What Contributes to ETF Tracking Difference and Tracking Error? Evaluate How Well Passive Funds Track an Index Passive funds aim to mirror their ...

Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns. Taxes can have a major impact on the long-term ...

(MoneyWatch) Investing in stocks involves accepting economic and political risks in return for higher expected returns than you can earn investing in Treasury bills or CDs. To help address these risks ...

Last year was a tough one for disciplined investors. Disciplined investors know that diversification is a key element of successful portfolio management. But investors who stayed the course and ...

There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. When evaluating the pros and cons of responsible investing, ...

Advisers today can access more-exotic locales and asset classes than ever before, thanks to exchange-traded funds. The evolution of the ETF universe, however, means ...

When it comes to integrating ESG factors into investment strategies, market participants may be interested in deviations from the benchmark. Improving the ESG profile ...