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Special Report on

Active versus Passive Investment Management

active versus passive investment management special research report Photo by blogs.reuters.com
Ever since the first index portfolios were introduced in the 1970s, various debates have ensued over the merits of active versus passive investment management styles. Simply put, active money managers seek to beat the market's returns as measured by a particular index or benchmark. An index is a broad measure of the market or a market sector's performance determined by the investment performance of a specific group of securities. Index or passive investing, on the other hand, simply attempts to match the returns of a particular index or benchmark. While arguments have been made touting the benefits of one particular ...
(buys and sells) the fund's investments in accordance with the fund's investment objective. In the U.S., a fund registered with the Securities and Exchange Commission (SEC) under both SEC and Internal Revenue Service (IRS) rules must distribute nearly all of its net income and net realized gains from the sale of securities (if any) to its investors at least annually. Most funds are overseen by a board of directors or trustees (if the U.S. fund is organized as a trust as they commonly are) which is charged with ensuring the fund is managed appropriately by its investment adviser and other service organizations and ...
REVIEWS AND OPINIONS
Integrated Wealth Management – The New Direction for Portfolio …
Integrated Wealth Management: The new Direction for Portfolio Managers EditionNewly second revised and updated, Jean Brunel’s best-selling text on advising high net worth portfolio managers is now available. The guru of wealth management provides a unique insight into how strategic, long-term decisions in the best interest of your customers. Includes two new chapters on behavioral finance in the strategic asset allocation ... market research, surveys and trends
Integrated Wealth Management – The New Direction for Portfolio ...
Newly revised and updated, Jean Brunel’s best-selling text on advising high-net-worth portfolio managers is now available. The guru of wealth management provides you with unique insight into how to make strategic, long-term decisions in the best interests of your clients. Includes two new chapters on behavioural finance in the strategic asset allocation process; and investing in hedge funds and alternative investments. Integrated Wealth Management emphasizes how you, the high-net-worth portfolio manager must follow a different set of rules, from your institutional counterparts. The author gives you the “step by ... market research, surveys and trends

SURVEY RESULTS FOR
ACTIVE VERSUS PASSIVE INVESTMENT MANAGEMENT

income management Resources | BNET
Croakey has put this question to a range of people across the health sector, and will keep you posted as the responses come in. In the meantime, you can find out more about the Federal Government's plans in its policy statement, titled "Landmark Reform to the Welfare Reform System, Reinstatement... Tags : Income , Income Management News items 2009-11-24 Prudential Fixed Income Management Offers Collective Investment Trusts to Retirement Plans NEWARK, N.J. -- Prudential Fixed Income Management has made its nine fixed income collective trust funds available to defined contribution plans, providing individual plan ... industry trends, business articles and survey research
value based management Resources | BNET
enterprise can perform better and take improved decisions for disciplined execution. Management of performance is considered... Tags : Enterprise Performance Management , Value Based Management , Business , Finance , Business Intelligence , Enterprise Software , Software , Data Management White papers 2006-06-01 New Concepts In Value-Based Management: TRS Mapping And Total Economic Profit Creating shareholder return is a daunting task for the financial advisory committee of any company. Although managers keep working diligently to increase the output, studies have shown that it makes for a modest impact. Therefore, the need of ... industry trends, business articles and survey research
RELATED NEWS
Virginia Commerce Bancorp, Inc. Reports Continued Earnings Improvement and ...
parent company of Virginia Commerce Bank (the "Bank"), today reported net income to common stockholders of $4.3 million, or $0.15 per diluted common share, for the second quarter of 2010, compared with a net loss of $6.4 million, or $0.24 per diluted common share, for the same period in 2009. Lower loan loss provisions and a higher net interest margin drove the year-over-year increase in earnings, while non-performing assets and loans 90+ days past due declined $17.2 million during the quarter. Peter A. Converse, Chief Executive Officer, commented, ... market trends, news research and surveys resources
Investors actively going for passive funds
Your choice of both actively managed unit trust investments and passive funds that track at index has never been wider. But the advantage of tracker funds is that the risk of choosing an under-performing active manager is eliminated. July 3, 2010   By Bruce Cameron Mainline active asset managers are increasingly moving into the passively managed investment space, which is becoming ever more popular with investors. Active asset managers now selling passively managed investments include Old Mutual, through its Dibanisa investment management boutique; Absa, in association with Plexus Asset Management, with its NewFunds; ... market trends, news research and surveys resources

INFORMATION RESOURCES

Active versus Passive Investment Management: Putting the debate ...
Active versus Passive Investment Management: Putting the debate into perspective . Arnerich Massena & Associates, Inc. 2. Getting Ahead of the Trends ... technology research, surveys study and trend statistics
PERSI Choice Plan Investment Policy :. Public Employee Retirement ...
The Public Employee Retirement System of Idaho (PERSI) sponsors the PERSI Choice 401(k) Plan (the "Choice Plan" or "Plan") for the benefit of its members. The Plan is a self-directed defined contribution (DC) plan consisting of a gain-sharing component under section 414(k) of the Internal Revenue Code, and a 401(k) plan designed to receive voluntary employee contributions, rollovers, and employer contributions. The Plan provisions are outlined in Idaho Code § 59-1308, PERSI Rules and the Plan Document for the 401(k) plan. The Plan is specifically designed in connection with the primary retirement benefit provided to ... technology research, surveys study and trend statistics
Beating the Odds: Active vs Passive Investing - MARRIOTT MAGAZINE ...
Nothing in the economic corner of our culture elicits more collective fascination than the stock market. Media attention, conventional wisdom, parental advice, folklore, and scandal all seem to work overtime when it comes to "the market." U.S. equity markets at the dawn of the twenty-first century are unique in terms of the broad participation of individual citizens—both the wealthy and middle class. More than 50 percent of American households now have direct ...
REAL TIME
ACTIVE VERSUS PASSIVE INVESTMENT MANAGEMENT
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QUESTIONS AND 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 It ...
Any experience with American Funds? | Ask MetaFilter
I recently met with a principal investor for Foothill Securities, Inc. in an effort to get organized and buy a house in the bay area this year. We have two active 401ks , one stagnant (non-rolled-over) 401k and one stagnant 403b from previous employment (sum of these is <$25k). We also have some money in individual stock investments. The financial planner is interested in taking us on as clients, and wants to move us to American Funds (managed funds where the clients pay a commission and make more overall, versus no-load funds where you don't and make less). She told us to do some research, so we did. I've read as ...