James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

Here’s how I know the ETF Revolution has long since passed, and what we’re living in now is the new ETF normal:The questions from advisors are getting a lot smarter. I used to get emails about how ...

Socially responsible investments do not have to sacrifice returns to help people invest with their values. In the latest Parametric research, Jennifer Sireklove, Managing Director, Investment Strategy ...

Passive investing strategies aim to minimize cost differentials, crucially measured in basis points, by closely tracking benchmark indexes. Tracking difference and ...

CalPERS' board is expected to decide in September whether to remove alternative investments from its tracking-error calculation used to control risk. Deciding to do ...

Today’s column addresses three questions. First, to what extent do the portfolios of index funds behave differently from benchmarks that they emulate? That is, before expenses are considered, how ...

Regulatory Support: Climate disclosures are expected to improve with the support of regulations from entities like the SEC, ISSB, and EFRAG, though these changes may take time to be fully effective.

Tracking error is a number that lets an investor know how closely his or her investment tracks like an index. For example, if you have a portfolio of large cap U.S ...