Research Task Force member Apurva Schwartz talks about the benefits of active management, and why active and passive are both critical pieces of investor portfolios.
There are misconceptions about active and passive investing. Geoff Warren of Australian National University breaks down the data and explains what the research is getting right and wrong about active management.
Our new paper is an updated resource for plan fiduciaries that gives a general understanding of their legal responsibilities, and it is the first summary for plan fiduciaries that incorporates the latest DOL regulation on investment selection.
Our new animated video gives a brief tutorial on active management, explaining the differences between active and passive and highlighting how active benefits all investors.
Active management is an approach to investing. In an actively managed portfolio of investments, the investor selects the investments that make up the portfolio. Active management is often compared to passive management or index investing.
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√ Opportunity to Earn Superior Returns
√ Manage Risk
√ Focus on Dividend or Interest Income
√ Tax Management
√ Advance Mission-Based Goals
√ Integrate ESG Factors
√ Invest in Alternative Asset Classes
√ Customize Portfolios
√ Lower Cost
√ Market Returns
√ Transparency
√ Tax Efficiency
— Professor Martijn Cremers, Mendoza College of Business, University of Notre Dame
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— Professor Russ Wermers, Robert H. Smith School of Business, University of Maryland
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