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Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.September 17
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Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.August 5
CEOSondhelm Partners
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Withdrawals have topped $17.2 billion this year as investor money shifts to low-fee products.July 31
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The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.July 17
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The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.July 10
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New products give institutional investors a fresh way to exploit the rise of machines.July 8
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An unprecedented 58 funds were closed in the six months through June, marking the industry’s worst-ever start to a year.July 3
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Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.July 2
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Under new leadership, the firm’s iShares unit intends to create funds that it says go beyond traditional sectors and geographic focuses.June 14
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The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.June 13
