Risk
With Mega-IPOs, Index Concentration Can Encourage Shift Toward Active Management
As indexes are increasingly dominated by large companies, managers tout active strategies as a solution.
Tag: active vs. passive
Asset Allocation
Fidelity Contrafund’s Danoff: Opportunity Is Everywhere
Big bets and letting winners run helped Danoff’s active equity fund consistently beat indexes.
Asset Allocation
Volatility Pushes Investors To Consider Active Strategies
Shifts coming at the portfolio construction and market levels mean allocators need to stay focused on their goals.
Asset Allocation
How Investors Are Choosing Between Active and Passive Strategies
Both approaches have benefits, but the current market volatility has changed how allocators weigh cost and governance differences.
Asset Allocation
How Should Institutional Investors Approach H2 2026—Active or Passive?
Much depends on an organization’s portfolio objectives.
Opinion
Passive Investing Is a Choice, Not a Default Option
The fee savings of passive management may obscure some of the inefficiencies embedded in benchmarks or portfolios built to mimic them, writes the head of institutional portfolio strategy at J.P. Morgan Asset Management.
Passive Strategies Poised to Take Mutual Fund, ETF Market Lead
Despite a ‘symbolic’ victory for passive expected in 2024, active remains dominant in the larger investing context, according to Cerulli.
British Columbia Investment Management Reports 12.4% Annual Return
Fund’s new investment model emphasizes active management over indexing.
Pennsylvania to Move $2.4 Billon in Equity Investments into Passive Investing
Treasurer says the change will save the state $5 million a year in fees.
Pennsylvania Gets on Indexing Bandwagon
State treasurer expects the move to save the state about $5 million a year in fees paid to managers.