The fund manager employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is ...

A version of this article appeared in the May 2013 issue of Harvard Business Review. Robert G. Eccles is a visiting professor of management practice at Saïd Business School, Oxford University, and the ...

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings.

Carla Tardi is a technical editor and digital content producer with 25+ years of experience at top-tier investment banks and money-management firms. David Kindness is a Certified Public Accountant ...

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