Browsing Tag
index funds
12 posts
3 Investment Trends in 401ks That Offer a Few Surprises
Decisions plan sponsors make with help from their advisors really do matter
June 1, 2022
New Share Class Takes ‘Center Stage in the Retirement Crisis Fight’
Participants, especially younger workers, are demanding access to companies that are at the forefront of innovation
March 17, 2022
BrightPlan Enhances ESG, Index Investing Capabilities for Participants
New environmental, social and governance portfolio and index portfolio help employees achieve financial goals while investing in companies that align with their personal values
November 17, 2021
First Ever Fossil-Free Index Fund Launches in U.S.
Sphere and Reflection Asset Management introduce mutual fund that excludes fossil fuels from 401k plans
November 16, 2021
No More Index Fund ‘Free Ride’: LNRS 2021
A new whitepaper examines two important active/passive questions
October 13, 2021
Cuban, Mallouk Twitter Fight With $2 Million Indexing Bet
Call it Clash of the Twitter Titans. Rich guys Mark Cuban and Peter Mallouk went at it on…
April 30, 2021
TSP Still Investing in ‘Shady’ Chinese Companies
With soaring interest in environmental, social and governance-oriented (ESG) investing in recent years, it may be surprising to…
April 15, 2020
Lawsuit Targets Fiduciary Failures of One of the ‘Most Expensive’ 401k Plans in U.S.
The latest class action 401k lawsuit was filed in Texas on Tuesday against San Antonio-based grocery chain H-E-B,…
September 5, 2019
What to Ask Your Index Manager: SSGA
Over the past decade, investor adoption of index fund-based strategies has soared. To meet the demand, asset managers…
July 26, 2019
Zero Fee Funds Have Arrived
Zero. Zilch. Nada. Fidelity kicked it up a notch (or down)—at least when it comes to index funds.…
August 3, 2018