TOUS offers active management in developed markets, but its deviations from passive benchmarks are conservative and don't deliver significant alpha. Performance slightly outpaces EFA and VEA, but ...

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.

Active and passive mutual funds represent two distinct approaches to investment management. Active mutual funds are managed by professional fund managers who actively select stocks, bonds, or other ...

While most institutional asset owners are currently using passive investments or have done so in the past, they remain split on whether active or passive management offers the best risk-return profile ...

The stampede to passive strategies has been relentless. But most core active fixed income strategies, unlike their equity counterparts, have tended to outperform their benchmarks. It could be time to ...

Normally, when we speak about active and passive investing, we are comparing two highly debated investment strategies. Active investing usually employs a portfolio or money manager that charges a fee ...

Institutional investors today face a familiar dilemma, now amplified by current market realities. Traditional active managers can deliver bursts of alpha, but potentially at the cost of style drift, ...

Under pressure from outflows, active managers are in a race to launch exchange-traded fund versions of strategies many already offer as traditional mutual funds. To give a sense of that, here’s a time ...