[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 ...

Is it time to declare “game over” in the contest between active and passive fund management? Funds are pouring into Vanguard Group’s passively-managed index funds, with total assets at the firm ...

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 ...

A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

We believe allocators should set a high threshold before giving up liquidity in today’s target-rich landscape for active fixed income. Evaluating private IG means more than just trusting a single ...

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 ...

S & P Dow Jones Indices is out with its annual survey of the performance of active fund managers, and once again the performance is dismal. Sixty-five percent of large-cap fund managers underperformed ...

The question of active versus passive management never really gets answered. Various market participants have their own views on each approach, often depending on what time period is considered. But ...

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 ...

Active exchange-traded funds are a hot story and one that I have frequently talked about during the past couple of years. I tend to focus on how active strategies fit into the ETF wrapper, but this ...

The article “ Fear, Greed and the Madness of Markets ” ( JofA , Apr.03, page 79) was well-done, up to a point. The commentary about emotions driving many investors’ decisions was right on. Buying high ...

Active managers can add value but are hindered by traditional structures; NextFolio uses data science and machine learning to enhance active manager stock-picking skills. Ensemble Active Management ...