Tag: Russell 1000

Research December 15, 2023

Human Capital: A New Investment Thesis That Is Delivering So Far

By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.

Asset Allocation January 3, 2022

NY Pension Shifts Global Equity Assets to Alts

The New York State Common Retirement Fund has also committed $2 billion to a climate transition index.

Market Drilldown January 5, 2021

Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers

Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.

Market Drilldown July 23, 2019

Why the Index Effect Is Now Ineffectual

A favorite arb maneuver is crowded out by a swarm of ETFs adding and subtracting stocks.