I have six observations detailed below that help guide my approach to the active vs. passive question. Active analysis hinges on reasonable forecasts of ex-ante alpha and active risk both in terms of ...

A strong year for stocks left little room for active managers to carve out an edge in 2024, while active bond managers benefited from taking on credit risk. Of the 3,200 active funds included in our ...

Bond funds buck the trend towards passive indexing. Here’s what the data shows. Passive funds dominate the modern fund-management industry. In the US, net flows into passively managed funds have ...

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

As a member of probably the last generation to grow up with a rotary dial phone in the house, I can still recall when there was clear distinction between phones and computers. Phones were utilitarian ...

Active strategies—whether in mutual funds, ETF or other wrappers—continue to draw a healthy volume of fund flows, despite a majority of such vehicles failing to outperform their passive counterparts.

When planning your financial future, you can use active investing and passive investing based on your specific financial goals, risk tolerance, and the level of engagement you want. When planning your ...

The long-running active-versus-passive debate has become even more heated than usual during the recent stock market turmoil. It’s a dispute with trillions of dollars at stake. The advent of passive ...

The goal of passive investing is to replicate the success of the market through assets like index funds. Active investing attempts to outperform the market by selecting different investments than the ...