Active investment management involves actively managing a portfolio of investments with the aim of achieving higher returns than a particular benchmark, such as the S&P 500 index. The portfolio ...

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 ...

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 key component of our active management approach is enhancing value by reinvesting capital in our portfolio companies. There are several ways we do this, including follow-on equity offerings, bolt-on ...

Actively managed exchange-traded funds are a growing trend in the investment space. To that point, investors have pulled money from active mutual funds and sought out actively managed ETFs in recent ...

Active management can still win in the bond market. Opportunities abound for active managers to best their passive peers and benchmarks. And here’s why: they have access to tools, asset classes, and ...

Something happened late last year that had long been predicted in the asset management world, but nonetheless was a major event: money in index funds overtook the assets in active ones. Behind that ...

Most workplace plan sponsors still believe active management can outperform the market, according to new research by money manager BlackRock. Advisors are skeptical. Processing Content In a survey of ...

Investors have added money to actively managed exchange-traded funds in recent years, while pulling money from active mutual funds. That's largely because of ETF cost advantages, including lower ...