[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

Most Americans invest in mutual funds because they are seeking to grow their money. However, most investors also believe that an active manager will sell stocks to protect their investment when ...

Actively managed funds struggled broadly to outperform their passive counterparts in 2025, highlighting challenges for stock picking strategies across the US mutual fund and ETF landscape. The ...

Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...

S & P Dow Jones Indices is out with its annual survey of the performance of active fund managers, and once again the performance is dismal. Sixty-five percent of large-cap fund managers underperformed ...

Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

The article “ Fear, Greed and the Madness of Markets ” ( JofA , Apr.03, page 79) was well-done, up to a point. The commentary about emotions driving many investors’ decisions was right on. Buying high ...

Active managers can add value but are hindered by traditional structures; NextFolio uses data science and machine learning to enhance active manager stock-picking skills. Ensemble Active Management ...