Fund Spy

Passive Fund Providers Take an Active Approach to Investment Stewardship

Hortense Bioy, CFA

This article is a summary of the findings from our research report Passive Fund Providers Take an Active Approach to Investment Stewardship. You can access the full report here.

As assets continue to flow from actively managed to index-tracking strategies, the largest index asset managers [1] 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.

Hortense Bioy, CFA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.