Browsing Tag
401(k) Active Management
24 posts
401(k) active management is a strategy where investment professionals or plan participants regularly monitor and adjust the investments within a 401(k) retirement account. The goal is to outperform market benchmarks by selecting specific funds, reallocating assets, or timing market movements based on research and analysis. Unlike passive management, which follows index-based investing, active management seeks higher returns through proactive decision-making, though it often involves higher fees and risks.
As Markets Rise, Advisor Concerns Switch to Downside Risk
Sequence-of-return and the danger of retiring into a down-market are well-documented, something of which advisors are aware, but what about participants?
Is Active Management Exodus Starting to Subside?
Active equity fund outflows slow in May as passive fund inflows ease and bonds attract strong investor interest.
Passive Funds Beat Active (Again and Again and Again)
Our top advisors news articles about how Passive Funds Beat Active (Again and Again and Again). 401(k) Specialist keeps you informed on all things 401(k).
American Funds: Defenders of the Active Management Faith
Active management investment strategy by American Funds highlights expertise, lower costs, and long-term results for retirement investors.
Seriously Vanguard, Knock It Off
Vanguard Fund Inflows surged past all rivals in 2016, driven by low fees and strong performance appeal for global investors.
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…
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…
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…
Active Management Resurgence for 401(k)s?
Active Management in 2017 helps investors manage risk and seek returns amid market volatility and global uncertainty.
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…