Active and Passive

No Middle Ground: Passive, or Truly Active and Diversified

Thornburg Investment Management shares how academic research suggests that actively managed funds that have high Active Share on average outperform index returns.

Death of Active Management Has Been Exaggerated

Passive investing not only is here to stay, but it seems likely to grow and grab market share. Federated Investors shares how long-term diversified investors should also consider making room for active investments in their portfolios.

What's in Your Index?

Heartland Funds shares how the value of the active approach is often overlooked in the debate between active and passive management.

Purpose-Driven Investing

Franklin Templeton discusses how purpose driven investing plays a key role in helping investors achieve their desired outcomes as well as improving the journey along the way.

Key Differences of ETFs and Mutual Funds

John Hancock discusses how passively-managed ETFs compare to actively-managed mutual funds.

Why Blending Active and Passive Strategies is Right for Investors

John Hancock shares how blending active and passive strategies can help investors outperform and pursue other important objectives while still being mindful of cost and tax efficiency.

The Benefits of Active and Passive Investing

Active and passive investing are both valuable strategies for building wealth. Learn from Nationwide about these two strategies and find out whether one or a combination of both may be right for you. 

What do Market Benchmarks Measure?

Invesco examines some common myths about benchmark investing versus active investing, and discusses what you need to know about both in order to make choices about what’s right for you. 

Why Active Vs. Passive Isn't an Either/Or Choice

Invesco uncovers the facts on how outperformance can swing between active funds and passive funds that track those benchmarks — information that can be critically important when building a portfolio for the long term.

Taking an Active Approach to Down Markets

In this blog, Invesco focuses on performance during down markets, and shows that active strategies have historically captured less of the downside than market benchmarks.

Why Invest in Average? Five Truths about Benchmark Investing

Invesco discusses five simplistic “investment myths” and reveals the five truths that investors need to know when building portfolios.

Think Active Can't Outperform? Think Again.

Invesco presents results of their research into two types of high-conviction strategies – truly active management and smart beta approaches – and discusses how they can help investors move beyond market-cap-weighted results.

Getting Smart About Beta

Not all smart beta approaches are alike. Invesco examines smart beta equity methodologies and their impact over full market cycles.

What Makes Active Equity Management Successful?

Nuveen takes an in-depth look at why active managers have underperformed in recent years and why those factors may be changing.

Understanding the Case for Active Management

Dodge & Cox shares how investors must be prepared to take a long-term view and that those who stay the course are more likely to achieve meaningful incremental results that accumulate over time.

Active-Passive: Which is the "Better" Approach?

MFS shows how strong cases can be made for both styles. Perhaps it’s a matter of knowing what your ultimate goals are for your investments.

Target Date Strategies

While all target date managers make active decisions related to the glide-path design and diversification, T. Rowe Price shares how the underlying implementation of these designs can be done passively, actively, or through a combination of passive and active.

Long-Term Benefits of Active Management

T. Rowe Price explains how skilled, risk-aware active management has the potential to add value over longer-term time horizons.

When Conventional Wisdom Fails

Despite the universal acceptance of the Agg, Janus Henderson believes many investors are largely unaware of its construction flaws and cautions investors to be mindful of its changing risk profile.

Active Tech: The Right Approach at the Right Time?

The Janus Henderson Global Technology team explains why they believe a convergence of factors within the technology sector creates unique opportunities for active managers.

The Wisdom of Staying Active in an Outcome-Oriented Investment World

With today’s investors trending toward investment outcomes (not benchmarks) and investment solutions (not products), Principal highlights how they might go about choosing between active and passive management. 

Breaking Down Passive and Active Investing

When it comes to investing, it’s important to understand your options. American Century takes an educational look at the concept of “passive” and “active” investing to break down the differences between the two approaches. 

Active and Passive: Complementary, Not Competing, Strategies

American Century showcases how the resolution to the classic debate of passive and active strategies is likely not in favor of one side or the other.

Active or Passive Funds - Who Wins?

Sometimes passive funds beat active. Sometimes active funds beat passive. Performance is cyclical so American Century shows how both have advantages in different market cycles.

Research Spectrum: Active/Passive

Distinctions between active and passive investing appear at the core of the research process. Delaware Investments shares insight on how active management may provide a valuable service for investors seeking a research-based approach to controlling risk.

7 Reasons to Choose Active

While index investments have their place, Legg Mason shares what actively managed strategies can do for investors. 

Before Considering ETFs for International Exposure, Consider This

Fidelity shares how actively managed international funds have a long history of outperforming ETFs, even after fees

Active and Passive Essential to Long-Term Financial Market Health

Fidelity evaluates the growth of passive strategies in the context of risk, with a particular emphasis on systemic risk created by passive strategies.

Sourcing Dividend Income in an Era of Rising Rates

Dividend-paying companies with attractive valuations, low payout ratios, and the ability to grow dividends have provided compelling value over the long term, and especially during rising-rate environments