Research Library
Passive Fund Providers Take an Active Approach to Investment Stewardship - Full Report
By Hortense Bioy, CFA, Alex Bryan, CFA | 06 December 2017
As assets continue to flow from actively managed to index-tracking strategies, the largest index asset managers are becoming increasingly influential, often ranking among the largest investors of public companies. Despite this fact, little research has been done to understand how index managers carry out their investment stewardship responsibilities. In this paper, we share our findings and highlight what managers have in common and areas where they differ. We also provide a list of best practices that investors can use to assess how asset managers stack up.
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