Passive funds aim to mirror their benchmark indexes as closely as possible, making every basis point matter. But perfect tracking is a fantasy. While investors can ...

Fund investors wanting to bet on a rebound in the oil market need to watch out for something called “tracking error.” The issue is simple: Do the price changes in ...

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