Active vs. Passive? Let’s Think About Utilizing Both

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Active, Passive, Strategic, Tactical: What's Your Investment Style?

Investment management is actually split on two different dimensions: whether to be active or passive within asset classes and whether to be strategic or tactical among them. This dynamic leads to four quadrants of investment management styles. Which are you?

Making Sense of the Active vs. Passive Debate

Employing an active or passive portfolio discipline doesn't have to be an either-or proposition. Each approach has its pros and cons, and the prudent investor should change course depending on market factors and personal preference.

Using Active Share to Evaluate the Reasonableness of an Investment Management Fee

The concept of “active share” gives financial advisors and investors a way to assess an active manager’s fee. Funds with low active share behave more like index funds, while funds with high active share can at least potentially outperform their higher active management fees.