[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 ...

JPMorgan Active Bond ETF combines duration exposure, tight credit spreads, and negative convexity. Learn more about the JBND ...

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 ...

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 ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Gordon Scott has been an active investor and ...

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 ...

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 strong year for stocks left little room for active managers to carve out an edge in 2024, while active bond managers benefited from taking on credit risk. Of the 3,200 active funds included in our ...

Active ETFs have moved beyond their experimental phase and are rapidly becoming a central component of advisor portfolios. New data from regulators and asset managers point to the same conclusion from ...

My colleague Amy Arnott recently wrote about the fallacy of the “stock-pickers” market. Time and again, active management’s proponents contend the time is ripe for portfolio managers to beat the ...