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, ...

Tracking error, the amount by which an ETF’s returns deviate from its benchmark index, is a fact of life and an often ignored fact at that. In some instances, a ...

Index-tracking mutual funds and exchange-traded funds have a lot of endearing qualities. Many of them pair low fees with a clear set of rules, which has been a big win for investors. But those ...

When it comes to integrating ESG factors into investment strategies, market participants may be interested in deviations from the benchmark. Improving the ESG profile ...

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 ...