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The Motley Fool April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
Investment Advisor January 2006 Callahan & Howard	Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand.
Registered Rep. November 29, 2010 Stan Luxenberg	"Active Share," The Metric That Shows When Active Management Is Worth It Investors have been abandoning actively managed mutual funds and shifting to passive vehicles.
Financial Planning October 1, 2006 Elizabeth O'Brien	White Paper How Active Is Your Fund Manager? The number of funds that claim to be active, but are in fact passive, has increased significantly over the last two decades.
Registered Rep. March 2, 2015 John F. Wasik	How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight.
Financial Advisor July 2011 James Picerno	Old Debate, New Look Recent research suggests that alpha isn't so elusive after all.
Investment Advisor September 2007 Callahan & Howard	Judgment Day There is a new way to categorize and evaluate mutual funds -- and their managers.
Financial Advisor March 2012 Scott A. MacKillop	MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients.
Financial Advisor February 2006 Matt Hougan	Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note.
Investment Advisor September 2005 Callahan & Howard	Outside the Box Style boxes place artificial constraints on portfolio managers that may lead to underperformance. Instead, the authors argue, we should set managers free to pursue their unique styles.
The Motley Fool May 1, 2009 Dan Caplinger	The Safer Way to Seek Great Returns Dipping your toes into new stocks that you've never looked at before will be enough to get you started on the road to better returns.
Financial Advisor February 2008 Bruce A. Weininger	Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police.
Financial Advisor December 2007 Marla Brill	The New Indexing Maze The mushrooming ETF market has spawned a new breed of indexes that represent a radical departure from traditional benchmarks in both their construction and purpose.
Investment Advisor September 2005 Callahan & Howard	Redefining the Role of the Advisor Financial advisors must free managers with definable stock selection styles and strict disciplines, and devote their time to counseling, educating, and providing discipline to investors.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
The Motley Fool October 27, 2011 Selena Maranjian	Mutual Funds That Are in the Closet Are No Bargain Make sure you're not severely overpaying for your funds. The problem is closet-indexing, which happens when a fund has too much in common with the S&P 500 index of 500 of America's biggest companies, or with some other index that serves as its benchmark.
Financial Planning June 1, 2009 Richard A. Ferri	Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task.
Financial Advisor March 2011 Marla Brill	New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them.
Financial Planning May 1, 2006 Israelsen & Walker	Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate.
The Motley Fool January 13, 2007 Doug Short	Beating the S&P 500 If your portfolio gained less than 15.8% last year, perhaps it's time to think outside the box.
BusinessWeek September 6, 2004 Lewis Braham	How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it.
The Motley Fool January 19, 2007 Mary Dalrymple	Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.
The Motley Fool February 25, 2009 Selena Maranjian	Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Registered Rep. January 22, 2010	Lost Decade? Not For Fundamental Indexing A recent study by Rob Arnott, chairman of Research Affiliates says it paid to use fundamental indexing in the past decade.
The Motley Fool January 14, 2011 Dan Caplinger	Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do.
Financial Planning May 1, 2006 Elizabeth O'Brien	S&P Muscles in on Wilshire More and more index makers are offering the same products -- but they insist there's a difference. Planners should take the time to explain the differences to their individual clients in order to "manage expectations."
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
The Motley Fool April 22, 2008 Selena Maranjian	Closet Indexing This is a good reminder that when we study mutual funds, we should be vigilant.
Financial Advisor November 2008 Marla Brill	Fund Bullet Proofing What attracts Mani Govil, manager of the RS Large Cap Alpha Fund, to a stock is some aspect of its business that will allow it to outperform its competitors even in the toughest times.
The Motley Fool August 20, 2008 Dan Caplinger	If You Can't Beat the Indexes, Join Them As easy as it is to have an all-index portfolio, you may be curious: Is it a good idea?
The Motley Fool February 25, 2011 Chuck Saletta	Are You an Evil Freeloader Investor? Business Insider recently republished a blog by marketing consultant Byrne Hobart that called index investors "evil freeloaders." Demonizing index investors? That's just plain silly.
The Motley Fool May 23, 2007 Randall Abramson	What's My Guru Talking About? If you're a small investor, find a value manager who has a sound strategy, a disciplined approach to value, and a solid above-market historical track record. And let the power of compounding work for you, too.
The Motley Fool August 22, 2005	Learn About Stock Indexes An index is a group of stocks, the performance of which is measured as a whole. As an investor, you've got more choices than just the S&P 500.
Investment Advisor February 2007 Ben Warwick	The True Costs of Active Management Think mutual funds are cheaper than hedge funds? Not a chance.
BusinessWeek June 26, 2006 Aaron Pressman	No Longer Chasing The Lead Horse The funds getting the big bucks in 2006 are not those with the biggest returns.
AskMen.com Chris Rovny	Maximizing Your Closet Space Keeping your closet neatly organized is definitely rewarding. That said, here are some simple tips to help you put some order back into your closet.