[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 ...

MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 1924. The industry’s heyday came in the 1980s and ’90s, when stocks soared and ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over ...

Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...

A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...

A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

It makes great sense for active asset managers to launch ETFs and alternative strategies to broaden their platform offerings. These moves provide many benefits, including revenue diversification, a ...

Active management in ETFs are gaining market share in 2023, as leading managers bring their best ideas into the ETF industry. As of July 31, 169 active ETFs had launched in 2023, comprising nearly 70% ...

The utilities sector is performing well and offers value for investors. Virtus Reaves Utilities ETF (UTES) is a strong option for active management in the sector. UTES has outperformed the passive ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

The article “ Fear, Greed and the Madness of Markets ” ( JofA , Apr.03, page 79) was well-done, up to a point. The commentary about emotions driving many investors’ decisions was right on. Buying high ...