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ETFs are all the rage, but actively managed open-end funds still appeal to some wealth managers.
With 13 companies now publishing their active share data, let’s look at how it can be used to separate active funds worthy of consideration from the closet indexers. Also, do the rankings tell us anything about future returns? Plus, where to find AS profiles and related metrics.
Active management is fading away because most active managers underperform. However, there are still some superior money managers out there—how do you find them and reap the benefits for your clients and yourself?
The active/passive debate is a two-dimensional issue; there’s management of funds, and then management of the portfolio comprised of those funds. Here the author analyzes the performance variations this creates in two model portfolios.
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