Browsing Tag
401(k) Passive Management
25 posts
No More Index Fund ‘Free Ride’: LNRS 2021
A new whitepaper examines two important active/passive questions
How Avoiding Complex Financial Terms Can Benefit 401k Plans
In the employer-sponsored retirement plan arena, poor understanding of financial terms is not the fault of 401k plan…
Mixed Behavior with March Mutual Fund Investing
A crazy and volatile coronavirus-driven March didn’t play out as one would think given the market meltdown, at…
Do Massive Equity Outflows Signal Tough Times Ahead?
Passive U.S. equity funds saw $6.6 billion in inflows while active U.S. equity funds had $23.5 billion in…
Passive Management Assets Catch Active After 12-Year Chase
In a surprise to absolutely no one, passive assets have (almost) completed their journey to parity with their…
Advisors Fear Skittish Investors in Wake of Market Swings
It was a good run, but it had to end sometime. Thanks to the second-longest string of market…
How Did Target-Date Funds Fare in 2017?
Record flows paired with positive returns lifted assets in target-date mutual funds above $1 trillion last year, in…
Truce: 401(k) Advisors Make Active/Passive Peace
It’s a thaw in relations not seen since the Soviets. More than 80 percent of financial advisors agree…
Why WaPo Whacked Warren Buffett’s 401(k) Lineup
Give ‘em points for chutzpah. The Washington Post takes arguably the most popular investor in America to task…
6 Arguments for Active Management in 401ks
A passive investment management approach is appropriate for many 401k plan participants. But indexing isn’t right for everyone.…