Passives have been taking the lion’s share of flows but with where the environment is in terms of concentration, valuations and policy, active managers could be about to find themselves popular again… ...
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 ...
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A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...
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 ...
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June 25 (Reuters) - J.P. Morgan Asset Management launched its largest active exchange-traded fund on Wednesday, anchored by a $2 billion investment from an external client, as the company expands its ...
Charles Ellis’s seminal work, Winning the Loser’s Game, published in 1998, highlighted a sobering reality for investors: only about 20% of actively managed funds—those attempting to beat the market ...
Asset managers launched a record 660 active ETFs last year, according to a new research report from Broadridge Financial, but only a few may reach “escape velocity.” In a gold rush, a few pioneers can ...
MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 1924. The industry’s heyday came in the 1980s and ’90s, when stocks soared and ...
iShares Flexible Income Active ETF - An opportunistic fixed income strategy positioned between HY and IG, which since launch has shown controlled volatility and competitive performance. Today, it’s ...
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