Several studies have been conducted, more in the Western world, over the last several decades to find out if passive funds ...

In 2024, 65% of U.S. large-cap active managers underperformed the S&P 500 Index, reinforcing the persistent challenge active ...

Among the passive investments, ETFs have surpassed mutual funds, according to ICI data. Of the 51% market share last year, ...

Total assets held by actively run ETFs in the U.S. have hit the $1 trillion milestone, as investors sink cash into a new generation of strategies—shaking up the passive reputation of this booming ...

Active mutual funds outperformed indices during market corrections, with small-cap funds leading the way due to stock ...

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

I run an investment business where we charge fees for the decisions we take with clients’ money. So, you will not be ...

Relying solely on accumulated savings is no longer a viable strategy. Instead investors must build diversified income streams ...

Carol Geremia, president of MFS, frets that investors care more about beating indexes and benchmarks and less about finding ...

The SPIVA scorecard seeks to offer data for the active-versus-passive investing debate, where passive investments are those pegged to an index or another trading strategy not guided by a fund manager.