- Authors
- Austin Wilson
- Ben Schneider, CFA
- Dorian Young, CFA, CAIA
- Kenneth H. Lassner, CFA
- Kirsten Meder, CAIA, CMT
- Lincoln Fleming, CFP, CPA, PFS
- Lisa Goldberg, PhD
- Liz Michaels
- Mark Bateman
- Michael Branch, CFA
- Michelle Shkedi
- Nancy Malik
- Nelli Oster, PhD
- Patrick Geddes
- Ran Leshem
- Ryan Stever, PhD
- Simge Ulucam
- Taotao Cai
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Observations July 25, 2017
Morningstar Inc. estimates that between 2013 and 2016, investors added nearly $1.3 trillion to passive mutual funds and exchange-traded funds (ETFs), and pulled more than a quarter trillion out of active funds. There is a lot of talk about...
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Observations June 13, 2017
We're excited to launch our new blog to share the latest ideas and insights percolating around Aperio. New questions come up in our conversations with clients all the time. This often sparks...
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Observations by Lisa Goldberg June 1, 2017
Critics are quick to point out that active management is a sub-zero-sum game. The high fees active managers charge make after-fee active returns lower, on average, than after-fee returns to an exchange-traded fund (ETF) that tracks...
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