Section
passive investing
94 posts
Why Active Management Failed…and Didn’t
by Richard Brink, Walt Czaicki, and Scott Krauthamer, Alliance Bernstein Passive equity strategies have seen massive inflows over…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
How to see the hidden risks of ETFs
by Sloane Ortel, Paul Kovarsky, CFA and Antonella Puca, CFA, CIPM, CFA Institute Exchange-traded funds (ETFs) attracted more…
A Warning Shot for Passive Investors
by Lance Roberts, Clarity Financial Last week, investors received a “warning shot” about the dangers of “passive indexing.” While…
Som Seif: How Dominant Is Indexing Versus Active?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto to continue our conversation about…
Som Seif: Has Indexing Distorted the Valuations of Index Stocks?
We recently caught up with Som Seif, CEO, Purpose Investments in Toronto. We asked him for his…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Active vs Passive: When, Where and Why to be Which
Active vs Passive: When, Where and Why to be Which by Craig Basinger, Chris Kerlow, Derek Benedet, Shane…
Passive Carnage is Illogical
by David Goerz, Strategic Frontier Management September 2017 PASSIVE CARNAGE IS ILLOGICAL We observe increased discussion about passive…
Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond
Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast…
Do Index Fund Portfolios Live Up to Expectations?
by David Allison, CFA, CIPM, CFA Institute Investors are pinning their hopes on index funds. “Almost $500 billion…
Active, passive and the low-return imperative
by Jeff Hussey, Russell Investments We’ve written a great deal about the low-return imperative in recent months, and…
Active vs. passive: how wise is a crowd? and is it really a zero-sum game anyway?
by Bob Collie, Russell Investments One of the arguments put forward in favor of passive management is that…
Three Reasons to Get Active
by Greg Meier, Allianz Global Investors In 2016, over $500 billion moved into passively managed index funds, while…
Can active management win over the long term?`
by Johann Schneider, Russell Investments Last week, we worked to dispel the myth that active management can’t add value…
Burton Malkiel Wrote "A Random Walk Down Wall Street" in '73. Have His Views Changed?
Audio only: Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades…
