A shift towards passive management strategies that have been growing in some areas of the investing landscape have created challenges for wealth managers. But while equity mutual funds have seen ...

As Andrew Berkin and I demonstrated in our book The Incredible Shrinking Alpha, and in the annual S&P Active Versus Passive Scorecards, the persistent underperformance of most actively managed funds ...

Just how actively managed is your actively managed mutual fund? And, more importantly, what’s the real pay-off for all that activity? These long-standing questions took center stage with the recent ...

Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth includes truly understanding how to find attractive ...

Active risk involves deviations from benchmarks with opportunities for higher returns. Learn how to calculate it and view ...

If you visit with a financial planner or a fiduciary, they’re likely to ask if you’re interested in active management. What is active management? At its simplest level, it means someone is tracking ...

Institutional investors today face a familiar dilemma, now amplified by current market realities. Traditional active managers can deliver bursts of alpha, but potentially at the cost of style drift, ...

Norway has the largest sovereign wealth fund in the world with some $1.4 trillion in assets under management. That’s $244,000 for every man, woman, and child in this country of 5.4 million people.

Note: This article is part of Morningstar's April 2015 Active, Passive, and In-Between special report. Morningstar's analyst team has long held the view that investors can assemble successful ...