In the age old question of whether passive or active investing is the best course, a new paper from Mercer proposed a simple answer: it depends. Specifically, it depends on what an investors’ goals and priorities actually are, the paper said. The popularity of passive strategies can, in part, be attributed to their continued success. […]
The majority of global pension plans believe the rise of passive investment funds is a foundational change in how they now manage their portfolios, recognizing that both active and passive allocations are necessary, according to a 2018 survey by British firm CREATE-Research. Faced with this trend, the financial services industry must demonstrate the benefits of […]
Economics versus finance.
Online Debates: A Year in Review Part II
Efficient market hypothesis and modern portfolio theory.
Coverage of the 2010 Global Investment Conference.
ETFs on the rise as de-risking trend slows.
Should one invest actively or passively?
Passive investing, in the form of investable indexes, is gaining more and more converts. Last month, it was reported that Norway’s Government Pension Fund was taken to task by the country’s finance ministry because its active managers underperformed their benchmarks. But are those benchmarks rational? A new paper from Russell Investments suggests what many active […]