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, ...

CalPERS' board is expected to decide in September whether to remove alternative investments from its tracking-error calculation used to control risk. Deciding to do ...

The wrong assumptions are being made about fund managers and their approach to risk by those using tracking error, according to Russell Investments’ portfolio manager, Scott Bennett. Speaking at the ...

Regulatory Support: Climate disclosures are expected to improve with the support of regulations from entities like the SEC, ISSB, and EFRAG, though these changes may take time to be fully effective.

Today’s column addresses three questions. First, to what extent do the portfolios of index funds behave differently from benchmarks that they emulate? That is, before expenses are considered, how ...