Return to Active Equity Management
“The S&P 500 is no longer a neutral decision, but an active bet,” argues PanAgora’s Eric Sorensen, in his latest paper, “Return to Active Equity Management,” published in The Journal of Portfolio Management this summer.
October 13, 2025
Persistence Scorecard Doesn’t Predict Investor Success
It’s a ritual. S&P Dow Jones Indices publishes its Persistence Scorecard, as it does periodically. The Scorecard shows that – yet again – actively managed funds haven’t been able to...
September 02, 2025
Making the Case for Active Management
Investment professionals have long known that active management is an indispensable tool for tailoring portfolios to meet investors. Recent reports and news stories are highlighting the value-added that active management provides in today’s markets.
July 24, 2025
“Uncertain Markets Make Active Investing More Appealing” | Active in the News
Active management can play a critical role in helping investors navigate periods of volatility, conclude two recent reports from asset managers Natixis and T. Rowe Price.
June 27, 2025
“Look to Active Strategies” | Value of Active Management in the News
In the turbulent markets of recent months, active management – and its value to investors – has been much in the news. Here is a recap of four recent media stories that caught our eye.
May 27, 2025
Actively Rethinking Index Weightings | The Move Toward Capping
Widespread adoption of capping methodologies would likely accelerate the process of establishing a sustainable balance between active and passive investing.
April 28, 2025
New Insights on the Critical Role of Active Management
The theory is clear: active management plays an important role in maintaining market efficiency.
March 11, 2025
Roberts and Schwartz Discuss the False Dichotomy of Active vs. Passive
In September 2024, Bill Roberts, CEO of GW&K Investment Management, sat down for a conversation with Apurva Schwartz, portfolio specialist at Harding Loevner. The two work together on the Active...
January 30, 2025
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