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, ...

Tracking Difference and Tracking Error, Explained What Contributes to ETF Tracking Difference and Tracking Error? Evaluate How Well Passive Funds Track an Index Passive funds aim to mirror their ...

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 ...

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 ...

Most of us believe that index funds will consistently deliver returns similar to the market, regardless of whether we invest in SIPs or a lump sum. Now imagine this: one person invests Rs 5 lakh as a ...

Regulatory Support: Climate disclosures are expected to improve with the support of regulations from entities like the SEC, ISSB, and EFRAG, though these changes may take time to be fully effective.