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 ...

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 ...

As Andrew Berkin and I demonstrated in our book The Incredible Shrinking Alpha, and in the annual S&P Active Versus Passive Scorecards, the persistent underperformance of most actively managed funds ...

Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth includes truly understanding how to find attractive ...

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 ...

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 ...

Institutional investors today face a familiar dilemma, now amplified by current market realities. Traditional active managers can deliver bursts of alpha, but potentially at the cost of style drift, ...