Here are the categories where active management stood out and where it fell short. For the full breakdown, download the free Active vs. Passive Barometer report. Do Actively or Passively Managed ...

Now, when advisors are putting together portfolios, it’s not necessarily assumed that ETFs will be managed in a low-cost or passive manner. This approach allows advisors to have more flexibility in ...

Passive funds are becoming more complex. Known as ‘enhanced passives’, these strategies offer a middle ground between active ...

Index funds, such as passive ETFs or passively managed mutual funds, are generally affordable investment vehicles with lower management fees and reduced trading activity than most active funds.

Amid all the hoopla over the flow of assets into passive indexed strategies and out of more costly, actively managed mutual funds, the foundational appeal of active management is being overlooked ...

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 ...

Whether you’re an active or passive ... Tailored tax management, such as selling money-losing investments to offset the taxes on winners. A passive investor will rarely buy individual ...

Passive management is a style of investing that aims to replicate a specific index, such as a stock market. It's a way of investing in the market as a whole rather than trying to pick which individual ...

It is known as an active manager, with portfolio managers and analysts getting paid to try to outperform some specific benchmark index. This contrasts with passive management, which intends to ...

Investors looking to add some oomph to their portfolios would do well to read Morningstar’s latest report on active and passive management, which contains important insights on fund performance.