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Keyword: active vs. passive

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The Caisse de dépôt et placement du Québec isn’t fulfilling its mandate to achieve optimal investment returns within its investment framework, according to a new report by the Centre for Productivity and Prosperity, a public interest group funded by the Quebec government and the Walter J. Somers Foundation. “The CDPQ is performing well enough to […]

  • By: Staff
  • June 22, 2023 June 22, 2023
  • 12:30

There’s something about the Arizona State Retirement System — a US$49.3-billion defined benefit-like hybrid pension plan for the state’s 600,000 current and former public sector workers — that feels downright Canadian. The resemblance is intentional. Canadian Paul Matson, executive director of the AZSRS, drew inspiration from his home country when establishing its approach, particularly in […]

Only one per cent of institutional investors described their organizations as non-adopters of environmental, social and governance investing criteria, according to a survey from Capital Group. The survey, which polled 1,100 institutional investors working around the world, found two-thirds of institutional investors that hadn’t adopted ESG strategies a year ago have now done so. Another 10 per […]

  • By: Staff
  • May 24, 2022 May 24, 2022
  • 12:30

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

The majority of global pension plans believe the rise of passive investment funds is a foundational change in how they now manage their portfolios, recognizing that both active and passive allocations are necessary, according to a 2018 survey by British firm CREATE-Research. Faced with this trend, the financial services industry must demonstrate the benefits of […]

Is Modern Portfolio Theory Harming Your Portfolio?

Economics versus finance.

  • July 31, 2011 September 13, 2019
  • 10:13
Reflections on Active vs. Passive Management

Online Debates: A Year in Review Part II

Efficient market hypothesis and modern portfolio theory.

(R)evolution in Indexing Methods

Coverage of the 2010 Global Investment Conference.

Investors Pouring Into Passive Funds: BlackRock

ETFs on the rise as de-risking trend slows.