A new academic study is challenging one of the investment industry's most widely cited scorecards, arguing that the SPIVA US Scorecard paints an overly pessimistic picture of active fund management ...

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 ...

What’s better—active or passive management? Both keep capital markets orderly. Ever since index funds—also known as passive investments--have existed, there has been an endless debate about their ...

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 ...

Learn about Active Share, including how it can distinguish active from passive fund managers and identify potential ...

[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 ...

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, ...

Active ETF adoption and launches have hit critical mass this year as investors both big and small have started to understand their benefits. Low-cost and tax-efficient active ETFs have plenty of ...

Tata Asset Management MD Anand Vardarajan says investors should combine active and passive strategies rather than treat them as rivals. He recommends layered portfolios using passive exposure, active ...

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 ...

While passive fund flows keep booming and actively managed fund flows keep dwindling, according to recent research from Bank of America Merrill Lynch, advisors are still mixed about using active or ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. 2022 was a troublesome year for investors. Of the major ...