Tag: passive management

A Case for Both

The merits of passive vs. active management.

The Case for ‘Blend’ TDFs

PIMCO says that rather than go with an all-actively managed target-date fund (TDF) or an all-passively managed TDF, a mix of the two makes sense—and that there is particular logic to assigning the fixed income portion of the portfolio to active management due to outperformance.

Art by Jackson Epstein

Investment Products and Service Launches

ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files Registration for ETF That Pays Investors. 

Even Passive TDF Glide Path Designs Require Active Thinking

“There is no such thing as a passive glide path design, and this, as well as the many other active decisions that go into the creation and management of a TDF, can translate into meaningful differences in investment risks and results, even among passive TDFs,” observes Jake Gilliam at Charles Schwab.