In recent years, there has been a rapid shift toward passive investing, with passive funds contributing over Rs 12 lakh crore ...

With active ETFs exploding in complexity and capturing almost half of all ETF inflows in recent years, the traditional "passive vs. active" debate has evolved into a more nuanced discussion about when ...

In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive. Incorporating passive funds into actively managed ...

Morningstar has found that the key to beating the billions of dollars flowing into ETF and index funds comes down to spotting ...

ETFs are becoming more active. That’s helping ETFs gain even more market share from investors. It seems clear that ETFs are more attractive to younger investors, and easier to access through trading ...

Investors looking to add some oomph to their portfolios would do well to read Morningstar’s latest report on active and ...

Late last year, my colleague examined the aftermath of the 2021 meme-stock mania for exchange-traded funds with big bets in GameStop GME and found that many didn’t realize gains despite large ...

Passive investing, while enormously popular with investors for decades, met its match in active bond funds in the last 10 years. A new study from Eaton Vance found that actively managed bond funds ...

Active funds aim to outperform indexes but often underperform after fees. Passive funds aim to match indexes and have much lower fees. In 2023, passive funds had inflows of $244B; active funds ...

Passive investors have become momentum traders, cheering on the same few winners. If these companies stumble or the AI ...

It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...