Discover the benefits, strategies, and differences between active and passive investing to make informed decisions for your ...

Learn what active risk is and how to calculate it. Understand the methods to evaluate active risk in portfolios and explore examples of funds outperforming benchmarks.

Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

[Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk. Others get prepared and run to volatility with a specialized toolkit ...

Active funds aim to outperform indexes but often underperform after fees. Passive funds aim to match indexes and have much lower fees. In 2023, passive funds had inflows of $244B; active funds ...

Passive investing dominates global and Australian equity markets while active management has been falling out of favour. Our ...

Warren Buffett sometimes says things that seem... contradictory. For example, in the "You don't have to be a genius to be a great investor" category: "Success in investing doesn't correlate with IQ ...

The stampede to passive strategies has been relentless. But most core active fixed income strategies, unlike their equity counterparts, have tended to outperform their benchmarks. It could be time to ...

Reevaluating passive bond allocations – which have historically underperformed active strategies – may open the door to ...

Active fund managers have been on the defensive for years. As the biannual Morningstar Active/Passive Barometer regularly demonstrates, active funds overall don’t have a strong track record against ...

Index funds, which usually see a larger participation by retail investors, have seen a staggering 270% growth3 in AUM in the ...

The ‘Oracle of Omaha‘ Warren Buffett and his business partner, the late veteran investor Charlie Munger, well known for their value investing rationale defended active investing during Berkshire ...