Tag: Active Managers Council
Getting Proactive on ESG: Five Tips for Advisers
Environmental, social, and governance: three factors that have become the focus of attention in the investment world. But where is the investment industry when it comes to incorporating the ESG factors into client portfolios?
January 05, 2021
Tags: Active Managers Council , Columns, ESG, Takeaways
Passive Investing’s Past Performance Problem
Many investors see a clear distinction between index investing and active management, but the reality is much more complicated.
November 18, 2020
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
IAA Urges DOL to Withdraw ESG Proposal
The IAA recently submitted a comment letter asking the DOL to withdraw its proposed amendments to its ERISA investment duties regulation regarding ESG investments.
August 11, 2020
Tags: Active Management, Active Managers Council , DOL, ERISA, ESG
Letter to the Editor, Bloomberg: Persisting with Persistence
Our question on reading John Auther's recent article, titled "Persisting with Persistence:" Why does “persistence” matter?
August 03, 2020
Tags: Active Management, Active Managers Council , Persistence, Scorecard
Sustainable Investing is an Active Process
Sustainable investing is experiencing strong growth, both in assets under management and in investor acceptance.
June 30, 2020
Tags: Active Management, Active Managers Council , ESG
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
New Active Managers Council White Paper Challenges Common Criticisms of Active Management
Active managers can and do outperform their indexes and investors can identify managers more likely to outperform in advance, according to a new white paper.
November 19, 2019
Tags: Active Management, Active Managers Council , David Lafferty
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
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