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 ...
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 ...
The Putnam BDC Income ETF and the VanEck BDC Income ETF both face headwinds from Fed rate cuts, leading to a 'Hold' rating ...
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 ...
(This week, we're looking at the differences between indexing and passive management. To start, we'll first discuss the differences between active management and passive management to get a better ...
Most workplace plan sponsors still believe active management can outperform the market, according to new research by money manager BlackRock. Advisors are skeptical. In a survey of 459 plan sponsors ...
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 ...
When financial advisor's incorporate active management into portfolio strategy, interest rate volatility can present opportunity. Active management can give managers an opportunity to act nimbly and ...
[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 ...
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 ...
When William Sharpe wrote his paper "The Arithmetic of Active Management," he demonstrated that active investors must earn the same rate of return as passive investors in aggregate. The difference was ...
This certainly isn’t the first time we’ve seen people calling for the end of active management, only for those calls to be wrong. Yes, we have seen passive strategies gain in certain sectors of the ...