Practical analysis for investment professionals

Active vs. Passive Investing


Nouriel Roubini: The Mother and Father of All Bubbles

True to his Dr. Doom moniker, Nouriel Roubini believes that vulnerabilities in the system are currently hidden and will emerge when the next economic downturn occurs.

Adapting to Disruption: The Investment Industry’s New Normal

The challenges confronting finance today are really opportunities to bring positive change to the industry, according to a panel of experts at the 2018 CFA Institute European Investment Conference.

The Power of Passive

Because the flood into passive management appears unstoppable, it is worth considering the limits of the trend.

Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental

An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.

Can Quantamental Save Active Investing?

The goal of quantamental investing is not to replace human analysts with machines, but to leverage the strengths of each, says Alon Bochman, CFA.

Active vs. Passive vs. Amazon et al.

The top 10% of firms account for 80% of all profits, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win bigger than ever, but Amazon, one of the world’s biggest winners, is not making much in the way of profits.

The Active-Pricing Conundrum in European Funds

European active managers look suspiciously expensive in comparison to their passive counterparts and are reflexively trying to justify or modify their prices. Chris Chancellor, CFA, explores some of their innovative new pricing strategies.

The Wrong Debate: Four Lessons from the Insurance Industry

The asset management industry is at an inflection point. Learning clients’ goals, considering the whole picture, understanding their risk profiles, and using their unique objectives to create custom benchmarks are far better uses of time than debating the merits of active vs. passive investing, quarterly returns, or any of the other issues that are secondary to helping secure a brighter future for our clients.

Weekend Reads from India: Bharat 22, ETFs, and Maginot Lines

Passive investing in India, us vs. them behavioral traps, and the dangers of market timing are among the topics covered in the latest Weekend Reads from India, curated by Shreenivas Kunte, CFA.



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