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Special Report on

Passive Investment Management

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 ...
'. The ethos of an index fund is aptly summed up in the injunction to an index fund manager: "Don't just do something, sit there!" 2 Passive management is most common on the equity market , where index funds track a stock market index , but it is becoming more common in other investment types, including bonds , commodities and hedge funds . 3 Today, there is a plethora of market indexes in the world, and thousands of different index funds tracking many of them. 2 One of the largest equity mutual funds , the Vanguard 500 , is a passive management fund. 3 The two firms with the largest amounts of money under ...
REVIEWS AND OPINIONS
The Capitalist Cop: Using Baseball To Make The Case For Indexing ...
I can’t tell you how many investing conferences I’ve attended or panels I’ve sat on, during which someone has stated unequivocally that the debate between active and passive investment management has been settled. It always turns out that the comment has been made by someone who either has an ax to grind or investors’ fees to collect. I must confess I was in the latter category in my past life, but I’m now free of that burden. The debate will probably never be settled, but, because we’re here at IndexUniverse.com, I’ll presume many of you are of the passive persuasion and come here seeking some degree of validation of your ... market research, surveys and trends
About the French CAC-40 index
    France, the French CAC-40 index stock index, from 40 French stock form. By the Paris Stock Exchange (PSE) in its first 40 major listed companies to prepare the stock, the base period by the end of 1987. The index from June 5, 1988 have been released, reflecting the French stock market price fluctuations.     Newer CAC-General index 100 French stocks constitute the use of more extensive, but CAC-40 index is still regarded as the benchmark. Two indices are capitalization weighted. CAC-40 is a French International Futures Exchange (MATIF) and Paris Options Exchange (MONEP) the subject of index options and futures.     CAC40 ... market research, surveys and trends

SURVEY RESULTS FOR
PASSIVE INVESTMENT MANAGEMENT

The Inefficient Market Argument for Passive Investing
Index fund proponents often argue in favor of passive investing because they believe that the modern U.S. equity market is informationally efficient. Market efficiency is the assertion that stock prices already reflect the best possible estimate of fair value, so there is no reason to actively buy and sell individual securities. However, for most investors, the assumption that the stock market is not efficient makes the argument for indexing even stronger. Even if prices routinely deviate from fair value, about two thirds of all active investors will underperform index funds every year. Further, if market prices are not ... industry trends, business articles and survey research
The Inefficient Markets Argument for Passive Investing
Index fund proponents often argue in favor of passive investing because they believe that the modern U.S. equity market is informationally efficient. Market efficiency is the assertion that stock prices already reflect the best possible estimate of fair value, so there is no reason to actively buy and sell individual securities. However, for most investors, the assumption that the stock market is not efficient makes the argument for passive investing through indexing even stronger. Even if prices routinely deviate from fair value, about two-thirds of all active investors will underperform index funds every year. Further, if ... industry trends, business articles and survey research
RELATED NEWS
Aoxing Pharmaceutical Company Set to Join Russell 3000, Russell 2000 and ...
("Aoxing Pharma"), a specialty pharmaceutical company focusing on research, development, manufacturing and distribution of narcotic and pain-management products, today announced that is set to join the broad-market Russell 3000(R), Russell 2000(R)Index, Russell Microcap(R), Russell Global(R)Index as well as any appropriate growth and value style Russell indexes. Aoxing Pharma's addition to these leading indexes is expected to take place when Russell Investments reconstitutes its comprehensive set of U.S. and global equity indexes after the close of trading on Friday, June 25, 2010 according to a preliminary list ... market trends, news research and surveys resources
Asian institutions building out internal investment capabilities
Asian institutions’ appetite for external asset management is growing slowly with the recovery in global markets, but new research from Greenwich Associates reveals that many institutions across Asia are making a longer-term commitment to managing assets in-house.  These conclusions are drawn from the results of Greenwich Associates’ 2010 Asian Investment Management Study, in which 84 of the largest institutional investors in Hong Kong, Macau, China, Taiwan, South Korea, Singapore and other Asian countries were interviewed. The institutions participating in the study together manage some USD5trn in assets, a sum ... market trends, news research and surveys resources

INFORMATION RESOURCES

Active versus Passive Investment Management: Putting the debate ...
The bottom line question is how to incorporate active and/or passive investment management into a successful asset allocation strategy. ... technology research, surveys study and trend statistics
Publication 925 (2009), Passive Activity and At-Risk Rules
In general, you can deduct passive activity losses only from passive activity income (a limit on loss deductions). You carry any excess loss forward to the following year or years until used, or until deducted in the year you dispose of your entire interest in the activity in a fully taxable transaction. See Dispositions, later. Before applying this limit on passive activity losses, you must first determine the amount of your loss disallowed under the at-risk rules explained in the second part of this publication. Unallowed passive activity credits, unlike ... technology research, surveys study and trend statistics
active
"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 ...
REAL TIME
PASSIVE INVESTMENT MANAGEMENT
  1. profile image HwaQuinter56 ! Meticulous Management of Passive Investment Can Reap Bountiful Rewards
QUESTIONS AND ANSWERS
Beginner Investing: Markowitz Portfolio Techniques, uniform ...
The Third Restatement Of Trusts requires that a fiduciary officer use an investment strategy suitable to the trust's purposes.  So does the Uniform Prudent Investor Act.  The Restatement assumes (though it doesn't explicitly say) that a trustee will use MPT.  So does the Act.  As a practical matter, this means that the trustee must draw an "indifference curve" suitable to the trust's goals.  Once the curve has been drawn, life is easy, because MPT is mostly an application of conventional parametric statistics.  But how does not draw the curve in the first place? ...
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 9 months ago Instructor at University of Phoenix see all my answers Best ...