Passive

Passive Funds and “Do No Harm” Are Not Synonymous

November 23, 2023

“Oversimplify: to simplify to such an extent as to bring about distortion, misunderstanding, or error.” Some very black-and-white and reductive opinions about the prudence of active management have been making…

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Passive Management: The Baseline for Defined Contribution Plan Sponsors?

Ample data demonstrates that passive management has largely outperformed its active counterpart net of fees for well over a decade. This has helped induce a mass asset transfer from active…

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Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans. That a broad cross-section of the industry continues to hold this view is evidenced in part…

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Active vs. Passive Revisited: Six Observations

November 13, 2023

Two institutional managers I know — one at a Fortune 500 defined benefit pension fund and another at a municipal pension fund and later an endowment — believe in going…

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