Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less ...

[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 ...

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 ...

The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over ...

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 ...

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 ...

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 ...

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 ...

Investors have added money to actively managed exchange-traded funds in recent years, while pulling money from active mutual funds. That's largely because of ETF cost advantages, including lower ...

Active management in ETFs are gaining market share in 2023, as leading managers bring their best ideas into the ETF industry. As of July 31, 169 active ETFs had launched in 2023, comprising nearly 70% ...

Active management helps investors navigate crypto’s boom-and-bust cycles by adjusting exposure as conditions change. Active strategies can capture growth dynamics across miners, fintechs, and ...