Practical analysis for investment professionals

Active vs. Passive Investing


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?

In Memoriam: John B. Neff, CFA

The investment world lost another legend in 2019.

Seven Trends in Investment Management: Ronald N. Kahn

Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.

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.



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