Keyword: active management

26 results found
Interest in hybrid active/passive TDF strategies on the rise: report

Fee compression is putting pressure on providers that are seeking to be more innovative in launching new target-date funds, prompting managers to consider more customization, according to new research by Cerulli Associates. The fee compression challenge is bolstering certain trends among target-date managers, including blending passive and active strategies, as well as the push towards […]

  • By: Staff
  • September 23, 2019 November 30, 2020
  • 13:30
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In the age old question of whether passive or active investing is the best course, a new paper from Mercer proposed a simple answer: it depends. Specifically, it depends on what an investors’ goals and priorities actually are, the paper said. The popularity of passive strategies can, in part, be attributed to their continued success. […]

  • By: Staff
  • July 22, 2019 January 9, 2021
  • 09:11
Active management paying off at CPPIB, not as much at PSP

While taking an active approach to investment management is paying off for the Canada Pension Plan Investment Board, the Public Sector Pension Investment Board’s actively managed returns are similar to what they would be if it had taken a passive approach, according to a new report by the parliamentary budget officer. The PBO prepared the […]

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While shareholder activism is a hot topic among institutional investors, where hedge funds are concerned, it doesn’t seem to have much impact on investee company profitability, according to a paper by J.B. Heaton, an independent financial economics researcher. Hedge fund activism is a great story, one that investors can wrap their heads around, says Heaton. […]

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It should come as no surprise that asset owner sentiment is currently dominated by late-cycle tensions. Among pension plans and other institutional investors, this has translated into an appetite for de-risking and diversification, not just beyond equities but within equities (emerging markets, low volatility, small cap, et al.). The climate has also driven a notable […]

  • December 19, 2018 January 12, 2021
  • 08:04
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While active managers outperform in some situations and not in others, when using active management, what characteristics can pension plans look for to stay on the outperforming side of the equation? Using an “active investing triad” — be patient, be different and be aligned — can help find managers that outperform, said Douglas Schein, managing […]

Finding the Inefficiencies

The benefits of active management

Smart Beta: A Canadian Perspective

One plan sponsor's take on the active side of smart beta.

  • By: Graeme Hay
  • February 25, 2015 September 13, 2019
  • 13:42
Institutional investors consider alternative indexes

Northern Trust survey finds investors open to new options.

  • By: Staff
  • April 26, 2013 September 13, 2019
  • 12:47
Average U.S. Endowment Earns 0 Alpha in 20 Years

More fodder for the active vs. passive debate.

  • February 6, 2012 September 13, 2019
  • 17:28