Has index investing become the soma of savers? Does it place employees – and the markets – in harm’s way? By extension, has the 401k fiduciary now assumed a greater liability?
Tag "passive"
The question now on the mind of every 401k fiduciary: Will the DOL’s new rule increase my personal fiduciary liability?
With the decline of Modern Portfolio Theory as the default operative model, sophisticated investors seek the Holy Grail – the theoretical basis for determining when active will beat passive and when passive will be active. Has it now been found?
Awful returns suggest investors should have shunned equities during the century’s first decade. Or do they? A closer examination reveals a surprising conclusion, one that might upset the fastest growing segment of the financial industry.
Want to know when Active Beats Passive? A Journal of Investing study may just have the answer.
The active investing vs. passive investing argument has become passé. Perhaps we may be nearing a new consensus where it’s no longer active OR passive, but active AND passive.
Top Fiduciary Stories in 2009
The topsy-turvy 2009 provided some of the biggest fiduciary stories in years. Which do you think rates as the most important?