Bear Market Draws Attention to Actively Managed Funds
Active and passive funds have both found success in retirement saving plans, but recent volatility is providing further analysis for a decades-long debate.
Active vs. Passive Strategies
Investment Product and Service Launches
intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds.
The Benefits of Simplifying DC Plan Investment Menus
Doing so could encourage more employees to participate in the plan, sources say.
Active TDFs May Help With Market Volatility, Sequence Risk
While passive target-date funds (TDFs) dominate the defined contribution (DC) retirement plan market, Cerulli suggests that touting advantages of active TDFs could make plan sponsors reconsider.
A Role for Both Active and Passive
Advisers Say Active and Passive Investing Go Hand in Hand
Within U.S. equities, the asset classes they see the most promise in are technology and small cap.
Active Fund Manager Performance History Doesn’t Tell Whole Picture
The SPIVA Scorecard of active fund managers produced by S&P Dow Jones Indices shows long-term underperformance of active managers, but Steve Deschenes, with Capital Group, takes issue with the active versus passive debate.
The Value of Fixed Income
ETF Assets Reach $4.4 Trillion
This is a cumulative average growth rate of 21% since 2005, when ETF assets were a mere $417 billion.