Passive management (English Wikipedia)

[1] Hidden power of the Big Three? Passive index funds, re-concentration of corporate ownership, and new financial risk | Jan Fichtner, Eelke M. Heemskerk and Javier Garcia-Bernardo | Business and Politics 2017; 19(2): 298–326 | Conclusion

cfainstitute.org (Global: low place; English: low place)

Smith, David M.; Yousif, Kevin K., Passive Equity Investing, CFA Institute
Smith, David M.; Yousif, Kevin K., Passive Equity Investing, CFA Institute, p. 2

cnbc.com (Global: 220^th place; English: 155^th place)

Meyers, Josh (March 27, 2022). "New report finds almost 80% of active fund managers are falling behind the major indexes". CNBC. Retrieved February 8, 2024.
- Pisani, Bob (October 3, 2022). "Billionaire Warren Buffett swears by this inexpensive investing strategy that anyone can try". CNBC. Retrieved February 8, 2024.
- Stephanie Landman (2017-10-14) Passive investing is a ‘chaotic system’ that could be dangerous, warns Robert Shiller. CNBC.com, retrieved 2020-12-28
- Sheetz, Michael (December 17, 2018). "Gundlach says passive investing has reached 'mania' status". www.cnbc.com. Retrieved December 18, 2018.

doi.org (Global: 2^nd place; English: 2^nd place)

doi.org

Haddad, Valentin; Huebner, Paul; Loualiche, Erik (2025). "How Competitive Is the Stock Market? Theory, Evidence from Portfolios, and Implications for the Rise of Passive Investing". American Economic Review. 115 (3): 975–1018. doi:10.1257/aer.20230505. ISSN 0002-8282.
Choi, James J. (2022). "Popular Personal Financial Advice versus the Professors". Journal of Economic Perspectives. 36 (4): 167–192. doi:10.1257/jep.36.4.167. ISSN 0895-3309.
Malkiel, Burton G. (2013). "Asset Management Fees and the Growth of Finance". Journal of Economic Perspectives. 27 (2): 97–108. doi:10.1257/jep.27.2.97. ISSN 0895-3309.
Renshaw, Edward F.; Feldstein, Paul J. (1995). "The Case for an Unmanaged Investment Company". Financial Analysts Journal. 51 (1): 58–62. doi:10.2469/faj.v51.n1.1859. ISSN 0015-198X. JSTOR 4479808.
Braun, Benjamin (June 18, 2020). Hacker, J. S.; Hertel-Fernandez, A.; Pierson, P.; Thelen, K. (eds.). "Asset Manager Capitalism as a Corporate Governance Regime". American Political Economy: Politics, Markets, and Power. SocArXiv. doi:10.31235/osf.io/v6gue. Retrieved August 7, 2024.

dx.doi.org

[2] Todorov, Karamfil, Passive Funds Actively Affect Prices: Evidence from the Largest ETF Markets (November 14, 2019). Available at SSRN: https://ssrn.com/abstract=3504016 or http://dx.doi.org/10.2139/ssrn.3504016
Anadu, Kenechukwu and Kruttli, Mathias S. and McCabe, Patrick E. and Osambela, Emilio, The Shift From Active to Passive Investing: Potential Risks to Financial Stability? (May 15, 2020). Available at SSRN: https://ssrn.com/abstract=3244467 or http://dx.doi.org/10.2139/ssrn.3244467

efinancialnews.com (Global: low place; English: low place)

media.efinancialnews.com

Mike Foster (June 6, 2014). "Institutional Investors Look to ETFs". Financial News. Archived from the original on July 15, 2014. Retrieved June 7, 2014.

etf.com (Global: low place; English: low place)

europe.etf.com

Rachael Revesz (November 27, 2013). "Why Pension Funds Won't Allocate 90 Percent To Passives". Journal of Indexes - ETF.com. Retrieved June 7, 2014.
Rachael Revesz (May 7, 2014). "UK Govt. Leading Way For Pensions Using Passives". Journal of Indexes - ETF.com. Retrieved June 7, 2014.

ft.com (Global: 210^th place; English: 157^th place)

Chris Flood (May 11, 2014). "Alarm Bells Ring for Active Fund Managers". FT fm. Archived from the original on December 10, 2022. Retrieved June 7, 2014.

ghostarchive.org (Global: 32^nd place; English: 21^st place)

Chris Flood (May 11, 2014). "Alarm Bells Ring for Active Fund Managers". FT fm. Archived from the original on December 10, 2022. Retrieved June 7, 2014.

investopedia.com (Global: 1,135^th place; English: 859^th place)

"Efficient Market Hypothesis - EMH". Investopedia. Retrieved May 20, 2010.

jstor.org (Global: 26^th place; English: 20^th place)

Renshaw, Edward F.; Feldstein, Paul J. (1995). "The Case for an Unmanaged Investment Company". Financial Analysts Journal. 51 (1): 58–62. doi:10.2469/faj.v51.n1.1859. ISSN 0015-198X. JSTOR 4479808.

moneyweek.com (Global: low place; English: low place)

Judge, Ben (May 26, 2015). "26 May 1896: Charles Dow launches the Dow Jones Industrial Average". MoneyWeek.

morningstar.com (Global: low place; English: 7,431^st place)

"Most Active Funds Have Failed to Capitalize on Recent Market Volatility". Morningstar, Inc. October 14, 2021. Retrieved February 8, 2024.
John Rekenthaler (2019-12-24). The Strange and Happy Tale of Voya Corporate Leaders Trust: A fund that shouldn’t succeed, but does. Morningstar.com, accessed 02 November 2020
"Morningstar Active-Passive Barometer".

nytimes.com (Global: 7^th place; English: 7^th place)

"Mutual Funds That Consistently Beat the Market? Not One of 2,132". New York Times. December 2, 2022. Retrieved August 21, 2023.

oaktreecapital.com (Global: low place; English: low place)

Howard Marks (2018), Investing Without People, Oaktree.com, retrieved 2020-12-28

osf.io (Global: 7,153^rd place; English: 4,975^th place)

Braun, Benjamin (June 18, 2020). Hacker, J. S.; Hertel-Fernandez, A.; Pierson, P.; Thelen, K. (eds.). "Asset Manager Capitalism as a Corporate Governance Regime". American Political Economy: Politics, Markets, and Power. SocArXiv. doi:10.31235/osf.io/v6gue. Retrieved August 7, 2024.

referenceforbusiness.com (Global: 5,444^th place; English: 5,007^th place)

Agency Theory, Agency Theory Forum. Retrieved May 20, 2010.

reuters.com (Global: 49^th place; English: 47^th place)

"Less than 18 percent of global stocks owned by index investors: BlackRock". Reuters. October 3, 2017. Retrieved December 18, 2018.

saltus.co.uk (Global: low place; English: low place)

"Active vs. Passive investing: Pros, cons and examples". Retrieved November 29, 2025.

spglobal.com (Global: 4,563^rd place; English: 2,868^th place)

"Instant Insights: Key Takeaways From Our Research". www.spglobal.com. Retrieved February 8, 2024.
"SPIVA report".

ssrn.com (Global: 703^rd place; English: 501^st place)

papers.ssrn.com

Asness, Clifford S.; Frazzini, Andrea; Israel, Ronen; Moskowitz, Tobias J. (June 1, 2015). "Fact, Fiction, and Value Investing". Rochester, NY. SSRN 2595747. {{cite journal}}: Cite journal requires |journal= (help)
[2] Todorov, Karamfil, Passive Funds Actively Affect Prices: Evidence from the Largest ETF Markets (November 14, 2019). Available at SSRN: https://ssrn.com/abstract=3504016 or http://dx.doi.org/10.2139/ssrn.3504016

ssrn.com

[2] Todorov, Karamfil, Passive Funds Actively Affect Prices: Evidence from the Largest ETF Markets (November 14, 2019). Available at SSRN: https://ssrn.com/abstract=3504016 or http://dx.doi.org/10.2139/ssrn.3504016
Anadu, Kenechukwu and Kruttli, Mathias S. and McCabe, Patrick E. and Osambela, Emilio, The Shift From Active to Passive Investing: Potential Risks to Financial Stability? (May 15, 2020). Available at SSRN: https://ssrn.com/abstract=3244467 or http://dx.doi.org/10.2139/ssrn.3244467

stanford.edu (Global: 179^th place; English: 183^rd place)

web.stanford.edu

Sharpe, William. "The Arithmetic of Active Management". web.stanford.edu. Retrieved August 15, 2015.

stanford.edu

William F. Sharpe, Indexed Investing: A Prosaic Way to Beat the Average Investor. May 1, 2002. Retrieved May 20, 2010.

stlouisfed.org (Global: 3,855^th place; English: 2,506^th place)

copied from the wikipedia article Market timing "Chasing Returns Has a High Cost for Investors | St. Louis Fed On the Economy". copied from wikipedia article Buy & Hold

theatlantic.com (Global: 228^th place; English: 158^th place)

The Backstory Behind That 'Fearless Girl' Statue on Wall Street, Bethany McLean, Mar 13, 2017, The Atlantic.

ulton.net (Global: low place; English: low place)

Financial Management Guide

usnews.com (Global: 634^th place; English: 432^nd place)

money.usnews.com

Voya Corporate Leaders Trust Fund: Overview. U.S. News & World Report. Accessed 2020-11-02

vanguard.com (Global: low place; English: low place)

personal.vanguard.com

James J. Rowley, Jr., CFA; Joshua M. Hirt; Haifeng Wang, Ph.D. "Setting the Record Straight: The Truth About Indexing" (Jan 2018). Vanguard.com

web.archive.org (Global: 1^st place; English: 1^st place)

Mike Foster (June 6, 2014). "Institutional Investors Look to ETFs". Financial News. Archived from the original on July 15, 2014. Retrieved June 7, 2014.
"Mutual Fund Managers' 2014 Is Another Flop". Businessweek. Archived from the original on December 19, 2014.

worldcat.org (Global: 5^th place; English: 5^th place)

search.worldcat.org

Haddad, Valentin; Huebner, Paul; Loualiche, Erik (2025). "How Competitive Is the Stock Market? Theory, Evidence from Portfolios, and Implications for the Rise of Passive Investing". American Economic Review. 115 (3): 975–1018. doi:10.1257/aer.20230505. ISSN 0002-8282.
Choi, James J. (2022). "Popular Personal Financial Advice versus the Professors". Journal of Economic Perspectives. 36 (4): 167–192. doi:10.1257/jep.36.4.167. ISSN 0895-3309.
Malkiel, Burton G. (2013). "Asset Management Fees and the Growth of Finance". Journal of Economic Perspectives. 27 (2): 97–108. doi:10.1257/jep.27.2.97. ISSN 0895-3309.
Renshaw, Edward F.; Feldstein, Paul J. (1995). "The Case for an Unmanaged Investment Company". Financial Analysts Journal. 51 (1): 58–62. doi:10.2469/faj.v51.n1.1859. ISSN 0015-198X. JSTOR 4479808.

Passive management (English Wikipedia)

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