[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 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 ...

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 ...

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% ...

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 ...

Active management helps investors navigate crypto’s boom-and-bust cycles by adjusting exposure as conditions change. Active strategies can capture growth dynamics across miners, fintechs, and ...

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 ...

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 ETFs have moved beyond their experimental phase and are rapidly becoming a central component of advisor portfolios. New data from regulators and asset managers point to the same conclusion from ...

Active managers can add value but are hindered by traditional structures; NextFolio uses data science and machine learning to enhance active manager stock-picking skills. Ensemble Active Management ...