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 ...
Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth includes truly understanding how to find attractive ...
Active managers can add value but are hindered by traditional structures; NextFolio uses data science and machine learning to enhance active manager stock-picking skills. Ensemble Active Management ...
Active ETFs have moved beyond their experimental phase and are rapidly becoming a central component of advisor portfolios. New data from regulators and asset managers point to the same conclusion from ...
Institutional investors today face a familiar dilemma, now amplified by current market realities. Traditional active managers can deliver bursts of alpha, but potentially at the cost of style drift, ...
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 ...
Note: This article is part of Morningstar's April 2015 Active, Passive, and In-Between special report. Morningstar's analyst team has long held the view that investors can assemble successful ...
Humans have altered the forests of western North America markedly over the past several centuries. We’ve suppressed fire, harvested much of the old-growth trees, and built homes and communities within ...
[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 ...