The Landscape: Passive Dominance in Traditional Ma... Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth ...

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 ...

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 ...

[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 ...

A version of this article previously appeared in the August 2021 issue of Morningstar ETFInvestor. Click here to download a complimentary copy. Strategic beta, also called smart beta, is a form of ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

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 ...

Learn what active risk is and how to calculate it. Understand the methods to evaluate active risk in portfolios and explore examples of funds outperforming benchmarks.

Norway has the largest sovereign wealth fund in the world with some $1.4 trillion in assets under management. That’s $244,000 for every man, woman, and child in this country of 5.4 million people.

After years of questionable policies, climate change and growing populations, wildfires have gotten worse in the western U.S., and around the world. That’s driven a push to use tools like thinning and ...

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 ...