Practical analysis for investment professionals

active management


Active Success: Investing Lessons from Odysseus

With his patience and preparation, Odysseus would have made a great investor.

Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider.

Alpha and the .400 Hitter

Why have star fund managers, like .400 hitters in baseball, become such rarities?

Do Activist Investors Create Value?

Could activism be the answer for active fund managers?

The Active Manager Paradox: High-Conviction Overweight Positions

Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?

Skill Ratio vs. Information Ratio

Isn’t it worthwhile to understand that while a manager’s monthly excess returns may be volatile, their excess returns across five-year time periods are relatively smooth?

Top Five Articles from March: Inflation, Manager Selection, Skill Ratio

The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.

Skill Ratio: A New Measure for the (Lack of) Persistence in Active Management

Daniel Blais, CFA, introduces a new metric to help identify and differentiate those investment managers who achieve alpha through skill and those who generate it by luck.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close