Active Management

Research Roundtable Publication What people buy and sell can be influenced by prominent figures.  Social media calls these people influencers. The influencers of the investment world […]

An investment strategy that produces consistent Relative Alpha®.

Research suggests index investing makes active managers better.

A large business exists on the premise that advisors can select the best of the best. The big question is whether “selectors” are good at “selecting.”

How could an investor have outperformed 100% of the time in the longest bear markets?

It’s not enough to follow someone’s advice to invest in index funds. Actual passivity contradicts the trustee’s duty to act as a prudent fiduciary. Passive investment products are potentially as complex as any other, and prudence demands careful evaluation.