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.
Tag: passive investing
Within U.S. equities, the asset classes they see the most promise in are technology and small cap.
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.
This is a cumulative average growth rate of 21% since 2005, when ETF assets were a mere $417 billion.