[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

Passives have been taking the lion’s share of flows but with where the environment is in terms of concentration, valuations ...

Sources of Pain It's common knowledge that actively run stock funds tend to lag index funds. But why? One possibility is that active managers collectively make poor investment choices. Another is that ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’ The argument for whether ...

Despite the headlines proclaiming its demise, active investment management is not going extinct - it’s evolving. The advice-channel investor has outsourced decision-making to their financial advisor, ...

Index investing or passive investing seeks to track the return of a portion of the market. The opposite is active management, which seeks to beat the return of the markets by using market timing and ...

Domestic Equity Funds You know that passively managed funds tend to outperform actively run funds. That long ago ceased to be news. Nor is it novel to suggest that as ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

For investors looking to access the rapidly growing digital assets ecosystem, there are now a number of options. While both the number of issuers addressing this market and their offerings should ...

Here’s a challenge that came across my desk the other day. Are low charges incompatible with active management in pension schemes? I can hear the two words most beloved by consultants – it depends – ...

If you visit with a financial planner or a fiduciary, they’re likely to ask if you’re interested in active management. What is active management? At its simplest level, it means someone is tracking ...