U.S. Persistence Scorecard Year-End 2025 (S&P Dow Jones Indices)
Among top-half funds within all reported active domestic equity categories in calendar year 2021, only a handful…
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Emerging markets, reconsidered (Special Report)
Because of outdated perceptions, emerging market equities are still priced as a risk to avoid. The reality looks…
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Do Customized Index Portfolios Beat Target-Date Funds? (PMR)
Retirement portfolios do not need added complexity to be effective. Simple, low-cost, transparent index portfolios…
A Systematic Approach to Climate-Aligned Fixed Income Indices (STOXX)
The market for sustainable fixed income products remains nascent. Only about 3% of assets under management in bond…
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