Investment management encompasses choosing, monitoring and adjusting a portfolio of assets. Here’s what it involves, why it matters and how to approach it ...

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 ...

[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 ...

Active investing strategies often come with higher expenses for manager skills, involvement, and specialized analyst teams. Over the past decade, inflows in the United States have tilted toward ...

AMRMX is the $113bn American Mutual Fund, AIVSX is the $178bn Investment Company of America, AMCPX is the $96bn AMCAP Fund, ANWPX is the $165bn New Perspective Fund, and AGTHX is the titanic $336bn ...

Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

While most institutional asset owners are currently using passive investments or have done so in the past, they remain split on whether active or passive management offers the best risk-return profile ...

Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes. Active management costs more – typically about 35 ...

Syfe, a Singapore-based digital wealth platform with over US$10 billion in assets under management (AUM), has teamed up with J.P. Morgan Asset Management (JPMAM) to offer the latter’s active ...

Joe LaTour with LaTour Asset Management stops by to discuss Active vs Passive Investing. Whether you are an individual, family, or a business in search of a plan for future income, their Investment ...