Journey Financial helps you with retirement planning, college savings, estate planning, tax planning, investments

Serving Boston, Concord, Carlisle,
Acton, Bedford, Burlington, Lexington, Lincoln, Maynard, Waltham, Westford
in MetroWest Massachuset
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Journey Financial Blog

Hoping that Bigger Really Means Better

Barrons January 11, 2010

“Passive-Aggressive Giant

More than doubling in size via its Barclay’s (iShares ETFs) purchase, BlackRock sees some of its best opportunities in wooing more reail investors to its passive and active funds.

Blackrock : Before and after the merger

Before – Actively managed 93%, after 51%, Passively managed 7%, after 49%.  What does Blackrock know?  That the smart money is incorporating more passive etfs and index funds into their portfolios.  Institutional and Individual.  What does your portfolio look like?  Read this blog post to see what I learned at the Superbowl of Indexing Conference from Gus Sauter, Vanguard’s Chief Investment Officer on the optimal mix of active and indexes….

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