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Exchange-traded funds, or ETFs, were first developed in the early 1990s as a way to provide access to passive, indexed funds to investors. As an alternative investment vehicle to mutual funds, the ETF has continued to grow in popularity. By the 2000s, the first actively-managed ETF was launched. Although still a small…

Environmental, social, and governance (ESG) criteria have become a top priority for many investors and portfolio managers when it comes to investment decision-making. ESG strategies, also known as sustainable funds, accounted for nearly one-fourth of overall flows into open-end funds and ETFs in the United States last…

This blog post examines the use and benefits of dividends and share buybacks in the United States and Europe, as well as the significant impact of COVID-19 on these forms of profit distribution. Furthermore, we compare the shareholder yield metric, which is a more complete measure of shareholder return, to the dividend…

Active management has faced challenges over the recent decade. In particular, the U.S. large-cap space has proven to be a difficult area for active managers to add value. Apple, Microsoft, Amazon, and Google have dominated returns and make up a significant weight in the Russell 1000 Index. The companies’ combined $6.2…