BAM Intelligence

Climate Change Investing Research

Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection. Read more

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Active Management’s Impact on Returns and Volatility

After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility. Read more

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‘Passive’ Market Efficiency Works

Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency. Read more

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Does Money Buy Happiness?

Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning. Read more

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Index Investing’s Market Impact

Larry Swedroe unpacks new research into the impact that the rise of passive investing has had on securities lending, which plays an important role in stock market efficiency. Read more

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