[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 ...

Value investing rewards patience, but not all value strategies are equal. Some use passive index replication, while others ...

As the financial landscape continues to evolve, active ETFs are emerging as a pivotal player in the investment ecosystem, offering a unique combination of transparency, flexibility, and active ...

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 ...

Passive mutual and exchange-traded funds will top their active counterparts by early next year, but the full picture of the investing marketplace displays much more subtlety, a new study said.

The JPMorgan Active Bond ETF (NYSEARCA:JBND) charges a premium for active management, but has attracted $5.4 billion since ...

Actively managed exchange-traded funds are a growing trend in the investment space. To that point, investors have pulled money from active mutual funds and sought out actively managed ETFs in recent ...

It makes great sense for active asset managers to launch ETFs and alternative strategies to broaden their platform offerings. These moves provide many benefits, including revenue diversification, a ...

The utilities sector is performing well and offers value for investors. Virtus Reaves Utilities ETF (UTES) is a strong option for active management in the sector. UTES has outperformed the passive ...

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 ...

Changing of the Guard Through the turn of the century, blue-blood stalwarts like Fidelity (founded 1946), American Funds (1931), and Putnam (1937) consistently dominated fund sales. At times, ...

Here’s a challenge that came across my desk the other day. Are low charges incompatible with active management in pension schemes? I can hear the two words most beloved by consultants – it depends – ...