Investors Are Paying Less for Fund Fees
A report by Morningstar credits this decline to the migration towards lower-cost funds and an influx of strategic-beta funds.
Tag: strategic beta
Advisers Unfamiliar With Smart Beta
Embracing factor-based funds could help advisers fine-tune portfolios
Advisers’ Top Concern About Muni Bonds Is Yield
"As passive investing continues to grow, rather than simply accept an imperfect benchmark portfolio, municipal bond investors with a preference for passive solutions should think about adopting a smart beta approach,” suggests Catherine Stienstra, head of municipal investments at Columbia Threadneedle.
ETF Expense Ratios Drive Investor Interest in 2017
Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.