active investing

active investing

active investing Insight Markets Outlook Risk Management

Managing Active Risk

by Corey Hoffstein, Newfound Research Position sizing is often the result of portfolio construction and is therefore largely overlooked in manager selection. Risks ...
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Relationship Strain: The Sins of the Active Manager

by Jason Voss, CFA, CFA Institute Earlier this week we asked CFA Institute Financial NewsBrief readers: “What is the biggest sin for an ...
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active investing Insight Markets Outlook portfolio management Quantitative Investing Strategy

Factor Shift: What ISN’T Working Anymore

by Jennifer Thomson, Gavekal Capital Regular readers are aware of our research showing that the Knowledge Effect is really a “super factor” (aka. one ...
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active investing Insight Markets Outlook passive investing Quantitative Investing Strategy US Stocks

Passive Negligence

by Michael Lebowitz, CFA, 720 Global Research The stock market is an essential cornerstone of capitalism, not a game of roulette. Well-functioning and ...
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active investing Global Investing Insight Markets Outlook passive investing Strategy

Active vs. Passive in Global Markets

by Laurie King, Wells Fargo Asset Management Non-U.S. markets have attributes that may favor active stock selection versus a passive approach. Olivia Barbee, ...
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active investing Global Investing Insight Markets Outlook Strategy

Do global markets favour active stock picking?

by Olivia Barbee, Wells Fargo Asset Management Non-U.S. markets have attributes that may favor active stock selection versus a passive approach. To start, ...
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Why Have Active Managers Struggled?

by LPL Research How tough has this recent environment been for active managers? According to a recent report by S&P Dow Jones Indexes, ...
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The Active Manifesto Kerfuffle

The Active Manifesto Kerfuffle by Clifford Asness, Ph. D. AQR Capital Management, Inc. The recent Sanford Bernstein research note calling indexing “worse than ...
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Why Smart Investors Struggle to Beat the Market: Over-emphasis on Recent Performance

by Jeffrey Miller, New Arc Investments The individual investor does not beat the market, but actually trails by a significant margin. It is ...
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Testing Smart Beta With Two Relatively Long Real-Time Records

Testing Smart Beta With Two Relatively Long Real-Time Records by James Picerno, The Capital Spectator Factor funds (aka smart beta funds) have been ...
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The Walking Dead Return [as Active ETFs]

The Walking Dead Return [as Active ETFs] by Michael Mell, Director for Custom Indices, S&P Dow Jones Indices In AMC’s “The Walking Dead,” ...
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The Consequences of Concentration: 5 – Genuine Skill?

The Consequences of Concentration: 5 – Genuine Skill? by Craig LAzarra, Global Head of Index Strategy, S&P Dow Jones Indices Should active managers ...
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Is Active Management Dead? Not Even Close

Is Active Management Dead? Not Even Close by Jason Voss, CFA, CFA Institute Several years ago, I interviewed C. Thomas Howard of AthenaInvest to ...
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Alpha's measurement problem

Alpha's measurement problem by Corey Hoffstein, Newfound Research Summary Alpha is the holy grail of asset management: risk-free excess returns generated by investment ...
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active investing Insight Markets Outlook portfolio management Stocks Strategy US Stocks

Investors Have Been Twice as Likely to Pick a Stock Down 20% Than Up 20% YTD

Investors Have Been Twice as Likely to Pick a Stock Down 20% Than Up 20% YTD by Eric Bush, CFA, Gavekal Capital Remarkably, ...
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