James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. What is tracking error, and what information does it yield about mutual funds? Joining me to discuss that topic is Russ Kinnel. He is ...

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, ...

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

(MoneyWatch) Investing in stocks involves accepting economic and political risks in return for higher expected returns than you can earn investing in Treasury bills or CDs. To help address these risks ...

As the markets have gotten more volatile, and a number of hedge funds and a range of ‘alternative’ investment strategies have generated substantial losses, it is ...

Advisers today can access more-exotic locales and asset classes than ever before, thanks to exchange-traded funds. The evolution of the ETF universe, however, means ...

Socially responsible investments do not have to sacrifice returns to help people invest with their values. In the latest Parametric research, Jennifer Sireklove, Managing Director, Investment Strategy ...

In the month of June, the market price of iShares MSCI Emerging Markets( EEM) had a volatility that was 27% greater than its index and an annualized tracking error of ...

Tracking error is defined as the standard deviation of the difference between the fund’s returns and the returns on the index. In an ideal world, a tracker fund or ...