In 2020, equities funds trailed the S&P/TSX by almost 5%
Industry assets forecast to hit US$27.3 trillion by 2025
Investors face lower returns than with active funds, much higher costs than with passive funds
Help your clients understand indexes and the ETFs that track them
A report from Dalbar suggests that getting out of Dodge can be more costly than staying the course
Evolving consumer preferences, not market conditions, are driving fund flows
A decline in credit quality has been added to IOSCO's menu of concerns
An index change, lower risk ratings and clarifications on investment objectives were announced this week
Integrating ESG investing with passive, index investing faces obstacles
There are nearly 3 million indices globally