Monday, October 30, 2006

Don't Expect to Beat the Benchmark

Paul J. Lim explains why active fund managers have such a hard time beating their index benchmarks - even in seemingly favorable markets.

Tuesday, October 24, 2006

The Truth About Survivorship Bias

Paul Farrell details how survivorship bias inflates the stated investment returns of the mutual fund industry.

Saturday, October 21, 2006

Building A Better Index Investment?

Scott Woolley of Forbes discusses some of the index insurgents who hope to dethrone Vanguard - David Booth (DFA), Jeremy Siegel (WisdomTree), and Robert Arnott.

Thursday, October 19, 2006

ETFs versus Traditional Index Funds

Walter Updegrave at Money Magazine examines the pros and cons of ETFs versus traditional index funds.

Monday, October 16, 2006

Vanguard and Barclays Debate QDI

John Spence explains the debate between Vanguard and Barclays over levels of qualified dividend income (QDI) generated by their ETFs.

Thursday, October 12, 2006

Too Many New ETFs Entering the Market?

Jen Ryan of TheStreet.com asks if there are too many new ETFs entering the market - and whether some of these new products are taking advantage of the growing popularity of ETFs and straying from their cost-efficient, market-tracking roots.

Tuesday, October 10, 2006

Another Reason to Be Wary of Hedge Funds

Lynn O'Shaughnessy explains why the recent Amaranth disaster is just another reason to be very wary of hedge funds.

Monday, October 09, 2006

401(k) Plans and Fiduciary Duty Lawsuits

Scott Burns explains a new wave of lawsuits aimed at 401(k) trustees for breaching their fiduciary duty by allowing excessive expenses to be included in the investment choices offered to the plan participants.

Friday, October 06, 2006

Bogle and ETF Trading

John Bogle highlights the dangers of rapid ETF trading - and worries about the short-term focus of both ETF providers and investors.