Browsing Tag
Actively Managed Funds
9 posts
Why Hot Funds Fail — And What Advisors Should Do Instead
Mike Dever explains why reducing losses – not picking winners – drives better outcomes
When “Set It and Forget It” Becomes a Liability
What the Bloomberg 401(k) Lawsuit and Others Warn Us About Ongoing Fund Monitoring
Institutional Investors Brace for 2026 Market Pullback Amid Rising Geopolitical, AI Risks
New Natixis Investment Managers Survey finds nearly eight in 10 North American institutional investors expect markets to decline next year
Passive Management Assets Catch Active After 12-Year Chase
In a surprise to absolutely no one, passive assets have (almost) completed their journey to parity with their…
Fidelity Launches Target-Date Blend Funds, Lowers TDF Pricing
Boston mutual fund-bigwig Fidelity Investments announced that it has launched new target date funds that will blend active…
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…
Shock Poll (Not)! 401(k) Consultants Say Active Management Preferred
Target-Date Fund Strategy remains central to 401(k) plans as consultants focus on income replacement, glide paths and risk management.
401(k) Participants to Alpha: ‘I Can’t Quit You’
Despite the recent surge of assets into passive investments, many investors are reluctant to forfeit the pursuit of…
Vanguard Introduces Low Cost Actively-Managed Mutual Fund
John Bogle’s almost evangelical zeal for passive strategies often masks the fact that he does nonetheless advocate for…