Index Funds Have Officially Won

Index Funds Have Officially Won

The rise of indexing has done much to focus the minds of fund managers, advisers, and the end-client. AI is now doing exactly the same thing. The inevitable is here. Last month, for the first time, passively-managed funds controlled more assets than did their...
Michael Jordaan’s advice about investing for the future

Michael Jordaan’s advice about investing for the future

Bank Zero chairman Michael Jordaan said too many investors have near zero exposure to the future, but smaller JSE-listed stocks allow South Africans to gain this exposure. Jordaan told Daily Investor that exposure to the future means investing in industries and...
Passive funds’ AUM eclipses actives for first time

Passive funds’ AUM eclipses actives for first time

Passive funds now hold $60bn more in AUM than active funds Assets in passive funds have exceeded the AUM in active funds for the first time ever, according to Morningstar’s latest US fund flows report. Passive funds and ETFs ended 2023 with $13.293tn in AUM, while...

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