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 ...

A recent survey of financial advisors reveals a balanced approach to portfolio construction, with advisors increasingly combining active and passive strategies. While investment performance remains ...

Over the same period, passive ETF launches grew by just 15%. Assets tell a similar story: active ETF assets climbed from $122 ...

In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive. Incorporating passive funds into actively managed ...

[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 ...

As Jack Bogle of Vanguard said, “Why look for a needle in a haystack, when you can buy the entire haystack.” Passive ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

With numerous studies demonstrating that passive index investing consistently outperforms most active managers over the long term, one may question why investors would opt for an active manager. It ...

Just as a seasoned captain navigates his ship through turbulent seas, a wise investor needs to steer his portfolio through volatile financial markets. Portfolio management is the process of overseeing ...

Actively managed bond portfolios demonstrate significant advantages over the Bloomberg U.S. Aggregate Bond Index and passively-managed funds. By leveraging advanced tools, asset classes, and ...

Portfolio management is a well-planned investing strategy based on an investor’s objectives and risk tolerance. Portfolio management entails selecting and monitoring investments such as stocks, bonds, ...