Active fund performance was especially poor in large-cap equities, making it 'increasingly difficult to justify their higher ...

Boost active manager performance with Ensemble Active Management (EAM) using data science and machine learning. Read more ...

Over the 15-year period ending December 2024, there were no categories in which a majority of active managers outperformed.

"Active management requires the manager to be right most of the time in order to keep up with its passive counterpart." Andrew Latham, a certified financial planner and content director at ...

Active investment management involves actively managing a portfolio of investments with the aim of achieving higher returns than a particular benchmark, such as the S&P 500 index. The portfolio ...

Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.

which is of course the goal of active management. When it comes to Magnificent Seven exposure, active managers are damned if they do, and damned if they don’t." Some of the outflows from active ...

TSPY's active management approach generated consistent distributions yielding 14% while outperforming both ISPY and the S&P 500 in total returns. ISPY's passive, formulaic strategy provides ...

The most popular argument used against active management, the so-called zero-sum game argument, is also the most abused, misused, and misunderstood. Not only that, our new research into changes ...

The latter report goes on to show that active managers are challenged by traditional portfolio management and investment structures that dilute their potential returns. The answer to addressing ...