[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 ...

In a recent webcast, Dodd Kittsley, director of ETF strategy at Davis Advisors, sat down with Cinthia Murphy, director of ...

The active management of SPYI's options strategy currently results in a 12% distribution while maintaining exposure to the ...

Active management in large-cap growth has a credibility problem. Most active funds charge more, trade more, and deliver less ...

MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 1924. The industry’s heyday came in the 1980s and ’90s, when stocks soared and ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...

Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...

The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over ...

Passive mutual and exchange-traded funds will top their active counterparts by early next year, but the full picture of the investing marketplace displays much more subtlety, a new study said.