Researchers say SPIVA Scorecard overstates active fund underperformance by ignoring asset weighting and fund exit timing.

What’s better—active or passive management? Both keep capital markets orderly. Ever since index funds—also known as passive investments--have existed, there has been an endless debate about their ...

In August 1979, Businessweek famously proclaimed 'The Death of Equities'—right before one of the longest and largest bull markets of all time began. It was a perfect example of the investment truism ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Gordon Scott has been an active investor and ...

Actively managed funds had a stellar year last year. The typical manager in both large and small cap funds outperformed, earning 2 percent and 3 percent more than their benchmarks, even after fees, ...

If you visit with a financial planner or a fiduciary, they’re likely to ask if you’re interested in active management. What is active management? At its simplest level, it means someone is tracking ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. 2022 was a troublesome year for investors. Of the major ...

[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 ...

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 ...

DFA Dimensional International Value ETF is a Buy, supported by strong historical returns and robust risk-adjusted performance ...