Markets and indexes

The top 20 nearly doubled their gains over the last year, data show.

More than $1 trillion is invested in bond ETFs, with trading leaping 41% in 2018 from a year earlier, according to research.

The strategy has in theory made no money for investors 42% of the time since 2018, new research shows.

The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.

More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.

The cost savings of peer-to-peer trading could prove appealing in a world where profits are being squeezed by a race to the bottom on fees.

At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

The regulator says it eliminated the need for providers to seek a special order from the agency before funds can be sold to investors.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.

The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

Asset manager Millburn Ridgefield is banking on artificial intelligence as it moves further away from its 1970s-era tradition in trend following.

Claims by one firm executive that systematic investing “lends itself to providing liquidity” remain largely untested in a post-crisis bull.

The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

Unmarried siblings who cover more than half of their parents' expenses are advised to use the head of household filing status.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

Although the mistake was short-lived and the dollar value small, the mishap raises new questions about how managers monitor indexes.

Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.