Active and passive mutual funds represent two distinct approaches to investment management. Active mutual funds are managed by professional fund managers who actively select stocks, bonds, or other ...

TOUS offers active management in developed markets, but its deviations from passive benchmarks are conservative and don't deliver significant alpha. Performance slightly outpaces EFA and VEA, but ...

The first two months of the second Trump administration have brought increased market volatility and dimmed the overall U.S. economic outlook. Uncertainty about where policies will land regarding ...

In order to prepare for a potential increase in rates, the Bianco Research Fixed Income Total Return Index is underweight compared to the benchmark’s duration, highlighting a defensive stance against ...

Actively managed mutual funds and ETFs continue to generate tremendous interest from investors. In July, in fact, active ETFs set a new record with $44.8 billion in flows (out of $123 billion), ...

Under pressure from outflows, active managers are in a race to launch exchange-traded fund versions of strategies many already offer as traditional mutual funds. To give a sense of that, here’s a time ...

Rising fund inflows underscore a broader shift in investor preference toward actively managed ETFs. According to JPMorgan, over 39% of ETF flows in 2025 have been directed toward active strategies.

Active management has taken exchange-traded funds by storm. Once an oxymoron, given passive ETFs’ dominance, active ETFs have brought in 27% of new money invested in ETFs so far this year, and their ...

Institutional investors face an enduring challenge – how to achieve outperformance while managing risk effectively in today’s environment. With equity markets more concentrated than ever, dominated by ...

While most institutional asset owners are currently using passive investments or have done so in the past, they remain split on whether active or passive management offers the best risk-return profile ...

Institutional investors today face a familiar dilemma, now amplified by current market realities. Traditional active managers can deliver bursts of alpha, but potentially at the cost of style drift, ...

If you’ve ever put cash into an exchange-traded fund (ETF), it is likely to have been a passive investment: a fund that tracks a particular stock market index up and down, rather than actively trying ...