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Active vs. Passive

Feb 01 2019

John Bogle: Investment Philosopher

  • Feb 1, 2019

The passing of investment legend John Bogle has brought forth many well-deserved tributes to his professional accomplishments. He was a tireless champion of passive investing and the founder of The Vanguard Group which, as more than a few investors don’t realize, also manages almost $1 trillion in active funds.

Aug 10 2018

Active vs. Passive Return Drivers - June 2018 Update

  • Aug 10, 2018

Our ongoing research into the relative performance of Active vs. Passive fund styles is based on the belief that just as market conditions cycle, so does the active-passive return spread.

Feb 09 2018

Active vs. Passive Return Drivers: Updated Through Year-End 2017

  • Feb 9, 2018

Our ongoing research into the relative performance of Active vs. Passive fund styles is based on the belief that just as market conditions cycle, so does the active-passive return spread..

Aug 05 2017

Actively Bearish, Passively Bullish?

  • Aug 5, 2017

Relative performance of active and passive mutual funds is one of the leading story lines in our industry, with passive’s recent advantage leading some to argue that it will be the dominant style forevermore. We disagree, and believe that the active/passive relationship has been, and always will be, cyclical.

Jul 20 2017

Active/Passive Return Drivers: July 2017 Update

  • Jul 20, 2017

Last July we published a study titled Active vs. Passive: A Three-Club Headwind that examined the recent performance advantage of passive indexes over actively managed funds.