Tag: Passive Management
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
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
More Active Than You Think | The Active Nature of Index Construction
For many investors, investing in an index fund is a “no brainer” way to get exposure to markets or asset classes. But a white paper from Dimensional argues that investors should be putting more thought into their index investment choices.
January 16, 2025
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
Surveys provide insights on how financial planners, Gen X view active, passive
Two recent surveys provide insights on how financial planners and Gen X investors are thinking about the balance between active and passive investing.
June 26, 2024
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
Reevaluating Market Cap Weighting
In recent years, it has become received wisdom that weighting companies by their market capitalization is the best approach that investors can adopt. But is this really the case?
January 24, 2023
Tags: Active Management, Active Managers Council , Index Funds, Passive Management
Study: Active Funds Deliver at Comparable Rates to Passive
Active funds are posting on-par performances with their passive peers, according to new research from T. Rowe Price.
December 21, 2022
Tags: Active Management, Active Managers Council , Index Funds, Passive Management, Performance
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
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
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 IAA provides links to web sites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by the IAA, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.
Click the link above to continue or CANCEL
