To continue reading this content, please enable JavaScript in your browser settings and refresh this page. 2022 was a troublesome year for investors. Of the major ...

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 ...

Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth includes truly understanding how to find attractive ...

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

Efficient market theory posits that alpha is just an anomaly and that efficient markets rule and there is no long-term prospect of managers achieving abnormal returns, obviating the possibility of ...

In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive. Incorporating passive funds into actively managed ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

Here I use Interpublic Group as a case study, scrutinizing it under elements of an active portfolio management framework. The business produces modestly attractive economics, but is in an earnings ...

Active portfolio management will be a key means of tackling sector head-winds, writes Jonas Palmqvist. The Australian stock market is up 24 per cent over the past year including dividends, so it’s ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

AGNC Investment Corp. AGNC has been taking a proactive and defensive approach to portfolio management, which can drive growth over the long term. Taking an active stance by frequently adjusting asset ...

Note: This article is part of Morningstar's April 2015 Active, Passive, and In-Between special report. Morningstar's analyst team has long held the view that investors can assemble successful ...