passive investing

14 Posts

Top 10 Posts from 2016: How to Read Financial News, Active Investing

Top 10 Posts from 2016: How to Read Financial News, Active Investing

The end of the year is a good time to look back and take stock. What Enterprising Investor articles did readers find most compelling in 2016? The results are illuminating. Our top content runs the gamut from the granular — tightly focused, practice-oriented material on starting a firm and what to read to stay informed — to more “big picture” analysis on negative interest rates and the ongoing active vs. passive debate. Taken together, they reflect the currents at work in the investment management profession at both the system-wide and individualized levels. Read more

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Top Five Articles from September: Shareholder Value and Career Coaches

Top Five Articles from September: Shareholder Value and Career Coaches

Highlights from last month include a critique of shareholder value maximization by Anjali Pradhan, CFA; a discussion of the distractions caused by vision-narrowing apps and dysfunctional networks from Mark Harrison, CFA; an analysis of the benefits of hiring a career coach by Julia VanDeren; and Daniel Goleman’s take on the the key elements of emotional intelligence as reported by Matthew Borin. Read more

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UK Active Fund Managers: Analyzing Their Value

UK Active Fund Managers: Analyzing Their Value

Every day investors are inundated with noise — almost all of it irrelevant — about what they should do. Then, when there really is something important — information that will genuinely help you achieve better returns — it often gets drowned out. Such is the case with a recent study on the merits of active fund management. Read more

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Alpha Wounds: Passive Management Is Not Passive

Passive investing is not actually passive. When looked at this way, it means there are important lessons for active investors. Examples include the hidden story behind market capitalization and the importance of low turnover. This also opens passive investing up to criticism regarding the free passes given to it in terms of risk, cost, and momentum. Read more

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Weekend Reads for Investors: Market Forecasts, the Wall of Worry, and Oil

Weekend Reads

Fund managers are generally an optimistic lot, especially in the midst of a bull market, but even more so at the start of each new year. The turning of the calendar has become a popular occasion for introspection, an appraisal of what might have gone wrong—a lot for active managers in 2014—and, unfortunately, predictions. The ubiquitous “Top Ten” lists, while generally entertaining, are as much marketing pitches as they are serious reading. Below are some other stories that caught my eye in recent weeks. Read more

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