Postponed Rebalancings Highlight Active Nature of Passive Investing
Active is active, and passive is passive, and never the twain shall meet?
May 04, 2020
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
Time to Align | Changing the Conversation About Active Management
“Misalignment has crept into the system,” suggests Carol Geremia, President of MFS Investment Management, and it has led to short-termism that has “cost investors a fortune.”
February 06, 2020
Research Spotlight | Measuring Active Managers’ Value Added
Berk and van Binsbergen find that the average mutual fund generates about $3.2 million per year in value added for investors.
July 10, 2019
Tags: Active Management, Active Managers Council , Performance
Index or Passive: Understanding key differences that impact your portfolio.
Index and passive. For the last 40+ years, these two terms have been interchangeable. But recent developments in the ETF universe – specifically, the growth in “smart beta” funds — highlights a distinction between these two terms which has important implications for investors’ portfolios.
July 01, 2019
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
The S&P 500 is Actively Managed: New Academic Thinking on Active and Passive
Two recent papers from the academic world emphasize that the active-passive landscape has changed dramatically in recent years –and may never have been as simple as most people believed.
June 27, 2019
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
Investors ”Caught in the Crossfire of Active vs. Passive,” Finds Natixis Study
Investors are “caught in the crossfire” in the debate on active versus passive investing and need more nuanced information on the merits of each approach, concludes the ninth annual survey of individual investors from Natixis Investment Management.
May 29, 2019
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
The Big Picture | Active Management and Market Efficiency
Market efficiency is far from a given. Active investors in the markets are instrumental in making markets work well. And achieving and maintaining market efficiency requires a commitment from policymakers to support regulations and market structure that create a foundation for investor confidence.
March 20, 2019
Tags: Active Management, Active Managers Council , Market Efficiency
Index Investing — Not As Passive As You May Think
To passive investing aficionados, a new study from Adriana Robertson, assistant professor in the University of Toronto law faculty, may be a bit surprising.
January 14, 2019
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
A New Conventional Wisdom on Active Management
If so much has changed in investment management during the past two decades, why hasn’t the thinking about active management – and its value compared to passive management – evolved at all in that same period?
September 12, 2018
Webinar Recap: What’s Driving Growth in Active ETFs?
After years in the shadows, active ETFs are having their day in the sun. Recently, experts from three IAA member firms gathered to discuss what’s behind the proliferation and rapid adoption of active ETFs. Here’s what you might have missed.
November 03, 2023