James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. What is tracking error, and what information does it yield about mutual funds? Joining me to discuss that topic is Russ Kinnel. He is ...

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, ...

(MoneyWatch) Investing in stocks involves accepting economic and political risks in return for higher expected returns than you can earn investing in Treasury bills or CDs. To help address these risks ...

Advisers today can access more-exotic locales and asset classes than ever before, thanks to exchange-traded funds. The evolution of the ETF universe, however, means ...

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 ...

We discussed the goal of leveraged ETFs previously - to provide daily returns that match the desired ratio over the underlying index (here). These ETFs rebalance daily to maintain the proportional ...

In the month of June, the market price of iShares MSCI Emerging Markets( EEM) had a volatility that was 27% greater than its index and an annualized tracking error of ...

Socially responsible investments do not have to sacrifice returns to help people invest with their values. In the latest Parametric research, Jennifer Sireklove, Managing Director, Investment Strategy ...

Tracking error is defined as the standard deviation of the difference between the fund’s returns and the returns on the index. In an ideal world, a tracker fund or ...