After almost eight years in a U.S. bull market, there seems to be an incessant drumbeat for passive investment strategies by both institutional and individual investors alike. The ongoing debate ...

Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

U.S. private credit has grown fivefold since 2009 to $1.34 trillion, transforming from a niche segment into a core portfolio allocation. High-net-worth individuals and institutions have driven the ...

Discover the benefits, strategies, and differences between active and passive investing to make informed decisions for your ...

Active management of retirement portfolios bears significant drawbacks. While commissions and fees may seem negligible on the surface, they greatly affect long-term returns. In addition, attempts to ...

The Capital Group Companies Inc., known for its active investment management strategy, has launched its first blended target-date-fund series that includes both active and passive management ...

A recent series of press articles have generated renewed interest in the “active versus passive” portfolio management debate. Given the recent underperformance by active managers, it certainly makes ...

One of the hottest and laziest ideas in the investing world right now is that more money flowing into passive-investment strategies will ruin the market. We recently highlighted commentary from CLSA's ...

In the fictional world of Star Trek, cadets at Starfleet academy are forced to captain a starship in a simulation called the Kobayashi Maru. It was set up to test the character of potential captains, ...