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Special Report on

Active versus passive fund management

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Is your actively managed fund on Bestinvest's shaming 'dog' list? And, if so, what can you do? Julian Knight and Chiara Cavaglieri investigate The reputation of the fund-management industry has been at a low ebb for the past few years. Stock-market turbulence combined with chronic underperformance and the widely reported problems at some management groups, such as New Star, have led many investors to simply give up on the cult of the big-name fund manager. And, with the publication of investment advisory group Bestinvest's Spot the Dog report, the industry's fragile reputation will sink even lower. The ...
open to a limited range of investors that undertakes a wider range of investment and trading activities in addition to traditional long -only investment funds, and that, in general, pays a performance fee to its investment manager . Every hedge fund has its own investment strategy that determines the type of investments and the methods of investment it undertakes. Hedge funds, as a class, invest in a broad range of investments including shares , debt and commodities . Some people consider the fund created in 1949 by Alfred Winslow Jones to be the first hedge fund. As the name implies, hedge funds often seek to hedge some of the ...
Middle-age investment challenge | Analysis & Opinion |
With between 5-25 years to go before one retires, the “middle aged” are in a conundrum at the current point in time. Having seen the value of their assets decline sharply in recent years, dreams of an early end to one’s working life have been put on the back burner for a little while. Markets have done nothing over the last decade. Analysis by Barclays Capital show that UK equities have performed worse than straight and index linked gilts over the last 10 years, as well as cash. This is highly unusual. Taking 10-year holding periods, going back 109 years to 1899, equities outperform bonds and cash 81 percent and 92 ... market research, surveys and trends
"intelligent" tracking -- road to riches or ruin?
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What is the Wind Behind this Sail? Can Fund Managers Successfully ...
Debate on Active versus Passive Fund Management ...............32 ...... Nowadays, almost 50 percent of US households invest in mutual funds, with ... billion was being allocated to domestic timing strategies, and Lee (2000) estimated ... industry trends, business articles and survey research
One of the key problems facing annuity providers is mortality risk, the risk of underestimating mortality improvements. The authors argue that the government could help the issuers of annuities to hedge aggregate mortality risk by introducing a new type of bond, which the authors call a survivor bond. The future coupons on this bond depend on the percentage of the population of retirement age on the issue date who are still alive on the future coupon payment dates. The coupons on the bond therefore decline over time but continue in payment until the last members of this population cohort have died. The government would ... industry trends, business articles and survey research
Passive tracker funds have an important place in your portfolio
It is amazing how much questionable propaganda and misleading information is still being put out by the financial services industry, while essential facts, particularly relating to risk, are withheld or obfuscated. Among the worst offenders are the hedge fund and property syndication industries. Both are significantly under-regulated and should be considered fairly high-risk, fringe industries, to be avoided by most ordinary investors. What is of greater concern is when there are phoney debates about investment vehicles that should be part of almost every investor's portfolio, namely collective investment schemes (see ... market trends, news research and surveys resources
Active versus passive: the new debate
Passive investing once involved holding a broad-market index fund and comparing performance against an active manager who used the same benchmark. What essentially differentiated an actively managed fund was that it was exposed to individual stock risk, according to a leading indexer. All the other issues, such as style or strategy or stock weighting are now addressed by ETFs and index funds. As a result, by indexing, "you're likely to be close to the market performance," explained David Blitzer, managing director of index management and production at Standard and Poor's, speaking an the IMN Canada Cup of ... market trends, news research and surveys resources


UK Tracker Funds & Passive Fund Management
Figure 8: Active versus passive fund management (annual management charge) 51. Figure 9: Performance of leading tracker providers over 6 months ... technology research, surveys study and trend statistics
William F. Truscott Ameriprise Financial, Inc CEO, U.S. Asset ...
Active Versus Passive Management. We believe that active management adds value ... Similarly, a passive international index fund would have placed over 55% ... technology research, surveys study and trend statistics
"Today's fad is index funds that track the Standard and Poor's 500. True, the average soundly beat most stock funds over the past decade. But is this an eternal truth or a transitory one?" "In small stocks, especially, you're probably better off with an active manager than buying the market." "The case for passive management rests only on complex and unrealistic theories of equilibrium in capital markets." "Any graduate of the ___ Business School should be able to beat an index fund over the course of a market cycle." Statements such as these are made with alarming frequency ...
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What is active versus passive management with regard to mutual ...
passive management just tracks an index, as such you will kind of replicate a particular index or a sector that the fund follows. Active fund management is where the manager trys to use his skill to beat an index by buying instruments that he believes will make money. The two extremes of this is an ETF (totally passive) and a black box hedge fund (highly active) 1 year ago 100% 1 Vote There are currently no comments for this question. * You must be logged into Answers to add comments. Sign in or Register . No other answers.
Which option is the better way to invest...passive portfolio ...
I believe the market over the next 4 to 5 years is going to require active portfolio management. I believe we are still in a secular bear market and the market in general will have very lackluster returns until around 2014. In order to make a decent return during that time, you'll need to be over-weight in the industries that perform well during recovery periods. Market timing will still be very difficult as it always is. We'll need to rely on managers at companies like Neuberger Berman to know what industries are better to invest in. posted 10 months ago Instructor at University of Phoenix see all my answers Best ...