A core equity portfolio focused on the premiums can go beyond a market index and help retirement investors achieve better outcomes, says Dimensional´s Mathieu Pellerin.....

The appeal of low expense ratios and broad diversification has contributed to the growth of index funds. Yet those appealing qualities can come at a cost. Index funds primarily seek to match the performance of an index but research across US and international indices shows that index-tracking funds may incur trading costs tied to reconstitution that hurt returns......

Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether such decisions align with their objectives......

For risk averse investors, low volatility equity strategies have offered the chance for investors to moderate the volatility. But have they worked?....

The growth in index investments over the last decade has been one of the biggest trends in investment management. There have been a number of factors behind this, but for many making the switch cost is the starting point.