In August 1979, Businessweek famously proclaimed 'The Death of Equities'—right before one of the longest and largest bull markets of all time began. It was a perfect example of the investment truism ...
Measuring active management requires a portfolio-level perspective that distinguishes security selection from factor, sector, ...
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 ...
Actively managed funds had a stellar year last year. The typical manager in both large and small cap funds outperformed, earning 2 percent and 3 percent more than their benchmarks, even after fees, ...
Well, I guess it has been decided. Active investment management is dead. Passive management wins. Hedge fund and mutual fund managers who engage in such a horrific means of wealth destruction should ...
A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...
[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 ...
Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Gordon Scott has been an active investor and ...
Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...
(Bloomberg Opinion) --There's a line of argument in the financial press that suggests that active money management is dying, a victim of high fees and underperformance versus low-cost indexing that ...
It is no secret that actively managed funds are struggling (EXHIBIT 1). Over the three-year period ending April 30, U.S.-domiciled actively managed mutual funds and exchange-traded funds witnessed ...
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 ...