MFOHome About Commentary Discussions Funds The Best Resources Support Us!

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In Register

Categories

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

help, I need a title!

David_Snowball
in Fund Discussions
I have a story without a title.

Here's the story: the NYS Attorney General has been pressuring fund companies (large and mostly load-bearing) to release the active share information for all of their retail funds. The AG notes that the companies admit that this is relevant information (they routinely release it to institutional investors and use it internally in assessing managers), but don't like sharing it with the result of us (it's "not useful" to most investors). The AG implies a second motivation for withholding the information: some of the highest-fee funds are among the closet indexers.

Fidelity already releases active share, now 13 other firms have agreed to provide it quarterly "for relevant funds." I link to the report, talk about the relevance and limits of active share, link to ActiveShare.Info and talk about using the info.

It's useful, timely, relevant ... but I got nothing for a title other than "Blah blah blah active share developments."

Any thoughts of what we might title it?

Curious, as ever,

David

Comments

  • rforno
    edited April 2018
    some starters.....

    NYG AG forces fund companies to come out of the indexing closet

    Are you paying for Active Share or Passive Returns?


  • LewisBraham
    Fund Companies Stingy with Active Share Data

    Funds Being Passive Aggressive about Active Share Data

    Time to Share that Active Share Data
  • davidrmorandavidrmoran
    Using the Active Voice
  • LewisBraham
    The Active Share Double Standard
  • beebee
    edited April 2018
    Title - Active Share Request May Expose High Fee (Closet Index) Funds
    sub title - NYS Attorney General Investigates
  • [Deleted User]
    edited April 2018
    The user and all related content has been deleted.
  • TedTed
    @David: "Active Shares Come Out Of The Closet"
    Regards,
    Ted
  • David_Snowball
    Thanks! You're very good.

  • BrianW
    @Ted - perfect!!!!!! Now I just need R Kelly to change his song 'Trapped in the closet'.
  • BrianW
    Now, I'll have to re-write your story to fit the music of 'Trapped in the closet'. Or, Weird Al's Trapped in the drive-thru'.
  • VintageFreakVintageFreak
    Managers decide to get Active. Not!
    Get Active, I Say!
Sign In or Register to comment.