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 ...

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

Despite those examples, ETFs generally have very small tracking errors. That's because fees are very low, and, since ETFs are traded like stocks, they do not have to buy and sell securities to meet ...

While holding the entire index portfolio should theoretically minimize tracking error, the transaction costs from buying and selling all of the securities can ultimately detract from tracking ...

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 ...

The wrong assumptions are being made about fund managers and their approach to risk by those using tracking error, according to Russell Investments’ portfolio manager, Scott Bennett. Speaking at the ...

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.

Investors who study their index funds closely eventually learn of tracking error — the difference between the fund’s performance and that of the underlying index ...