Practical analysis for investment professionals

active management


Actively Managed Funds Are Appropriate Options for 401(k) Plans

Actively managed funds can serve plan participants well.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

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?