The Business Journals

Passive versus active portfolio management: Which is right for you?

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. 2022 was a troublesome year for investors. Of the major ...
Morningstar

The Value of a Niche in Active Management

Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth includes truly understanding how to find attractive ...
Financial Advisor

Ensemble Active Management--Capturing Active Manager Alpha

[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 ...
Financial Advisor

Going Beyond Active And Passive Investment Thinking

[Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk. Others get prepared and run to volatility with a specialized toolkit ...
WealthManagement.com

Whither Active Private Real Estate Portfolio Management?

Efficient market theory posits that alpha is just an anomaly and that efficient markets rule and there is no long-term prospect of managers achieving abnormal returns, obviating the possibility of ...

What is portfolio management? How it works and why it matters

Portfolio management ensures that your investment portfolio is aligned with your goals, risk tolerance and time horizon ...
The Business Journals

Building client portfolios with an active management investment philosophy

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...
InvestmentNews

Active management is at the heart of fixed income strategy, says Morningstar

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 ...
Morningstar

Index, Active, or Both: 8 Questions to Help You Decide

Note: This article is part of Morningstar's April 2015 Active, Passive, and In-Between special report. Morningstar's analyst team has long held the view that investors can assemble successful ...
InvestmentNews

portfolio management

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...
Nasdaq

Will AGNC Investment's Active Portfolio Management Drive Growth?

AGNC Investment Corp. AGNC has been taking a proactive and defensive approach to portfolio management, which can drive growth over the long term. Taking an active stance by frequently adjusting asset ...