Proponents of active management strategies maintain that funds tend to beat indexes when markets are in a downturn, but that hasn’t happened this year, according to Morningstar research that’s cited…
Tag: active vs. passive
Picking An Active Vs. Passive Fund
Instead of building their own portfolio, many investors prefer to invest in dividends via mutual funds, leading them to decide between an actively managed fund or a passive (index) fund.…
Studies Suggest Active Management Could Thrive
An article in Financial Advisor discusses two new studies: the first from PGIM Investments, which echoes what might become the conventional investment wisdom for the near future: selective active management…
Active Managers Rarely Add Value Says Head of Public Pension Fund
The head of CalSTRS, the second-largest public pension fund, said in a recent interview with CNBC that active managers rarely add value after fees. Here is a summary of comments…
In a Turbulent Year, Active Managers Struggle to Prove Their Worth
Although traditional money managers have long argued that they would prove their value in the next downturn, it looks like 2020 will “end up as another muddled year for active…