Browsing Tag
401(k) Active Management
24 posts
As Markets Rise, Advisor Concerns Switch to Downside Risk
Sequence-of-return and the danger of retiring in (or into) a down-market are well-documented, something of which advisors are…
August 8, 2017
Is Active Management Exodus Starting to Subside?
The outflows might be starting to slow. In May, investors pulled $16.2 billion out of active equity funds, compared…
June 28, 2017
Passive Funds Beat Active (Again and Again and Again)
Not sure why we keep running these stories, other than it’s a car crash from which we can’t…
May 17, 2017
American Funds: Defenders of the Active Management Faith
Leave it to American Funds to make a rational argument about the need for active management. “We have…
March 25, 2017
Seriously Vanguard, Knock It Off
Techies have Apple, java lovers have Starbucks and investors increasingly appear to have Vanguard. The fund giant has…
February 8, 2017
Bogle’s Brutal Take on Future of Active Management
We all love John Bogle for his brutally honest takes, and Business Insider got a doozy recently. Inquiring about…
January 26, 2017
Passive Funds Slam Active by ‘Record Margin’ in December
A horrible month capped a horrible year for active management mutual fund flows (or the opposite, if you’re…
January 18, 2017
Sending Out an SOS: Active Managers Need Help (Or Do They?)
(From Issue 4, 2016) Forgive active managers for feeling discouraged—the headlines, and fund flows, aren’t going their way. “More…
December 20, 2016
Active Management Resurgence for 401ks?
Institutional investors anticipate a year of “dramatic change” in 2017, according to a new survey from Natixis Global…
December 18, 2016
A Way Back for Active Management 401(k) Flows?
Europe is where it’s at. Wait …what? Just months after the Brexit shock, active mutual funds focused on…
November 22, 2016