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Can classic cap-weighted indices be improved?
Unpublished BlackRock research also reveals thousands more will be downgraded in wide-ranging MSCI shake-up
Financial Conduct Authority criticises ‘widespread failings’ in ESG benchmarks
Price wars have prompted many providers to lower fees
Asset manager says about 40% of new clients last year were younger investors
Departures from GICS will raise weighting of Apple and Microsoft in S&P 500 IT sector to nearly 50%
Investors pulled more than $10bn from index-tracking ETFs in February, while active peers attracted $8.6bn
ETFs focused on US regional banks hit with steep declines
Investment grade and high-yield funds had combined outflows of $8.3bn in February
It’s SPIVA scorecard time
Launch of new passive equity-linked savings schemes expected to further boost industry, Cerulli says
Debut comes a day after the group reported ‘one of the toughest investing years in living memory’
Challenge to its two main rivals provokes immediate response from BetaShares
Evidence shows most investors pursue low-risk objectives and only a minority choose crypto or derivatives offerings
Champion of low-cost trackers warns against expecting superior returns from ESG funds and alternative strategies
Paper contradicts prevailing view that exchange traded funds help find fixed-income buyers and sellers in times of stress
A passive portfolio does not care about who wins and why
Pwned by passives
While the core tenets of passive still make sense, past performance is no guarantee of future results
World’s largest asset manager dominates inflows into products attracting professional investors
Research identifies $2.75bn worth of potential ‘shadow trades’ in US between 2009 and 2021
Experts are divided over whether developing economies represent potential value
The abrupt outflow of $6.2bn contrasts with the $10.2bn inflows in the first three months of last year
Indian conglomerate under pressure following fraud allegations from short seller
Messy methodologies
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