County commissioners in August largely hesitated to make a decision on indexing the tax on high earners, noting they lacked ...

Enhanced indexing is a strategy to boost returns on a portfolio or index by blending passive and active management elements.

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced ...

Quick Read JHMM beat traditional mid-cap indexing by 11 percentage points over the past decade through factor screening. The ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...

This week, President Donald Trump remarked that his administration is looking into cutting the tax on capital gains. It is not clear whether the administration is still thinking about indexing the ...