There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. When evaluating the pros and cons of responsible investing, ...

Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns. Taxes can have a major impact on the long-term ...

This index fund screener is based on tracking error and returns difference wrt benchmarks (also known as tracking difference) ...

Equity factor strategies have experienced performance challenges relative to cap-weighted indexes since the COVID-19-induced market crash of 2020. In cap-weighted indexes, companies with higher market ...

Despite those examples, ETFs generally have very small tracking errors. That's because fees are very low, and, since ETFs are traded like stocks, they do not have to buy and sell securities to meet ...

The best index funds for long-term growth are ideal for you if you're an investor with a high risk tolerance and you're ...

CalPERS' board is expected to decide in September whether to remove alternative investments from its tracking-error calculation used to control risk. Deciding to do ...

Jason Fernando is a professional investor and writer who enjoys tackling and communicating complex business and financial problems. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor ...

While holding the entire index portfolio should theoretically minimize tracking error, the transaction costs from buying and selling all of the securities can ultimately detract from tracking ...

An array of new investment products that arrived on the market in recent years have highlighted a perennial risk for advisors. Processing Content Dispersion risk ...

If, as most commentators seem to agree, markets have become more volatile, it follows that the benchmark is going to be more volatile too. So what use is a low TE if that means tracking a benchmark ...