Active versus passive investing continues to be a heated debate amongst asset managers. This week Alger brings an additional perspective to the ongoing debate, focused strategies. Alger reviews how re
Daily Digest
Harvest

Daily Digest



Active versus passive investing continues to be a heated debate amongst asset managers. This week Alger brings an additional perspective to the ongoing debate, focused strategies. Alger reviews how recent trends amongst investors seeking low-cost beta and reliance on market outperformance to meet long-term goals and funding needs have created an opportunity for focused investment strategies.

AB discusses the risks investors may face in the passive camp, and Guggenheim discusses how advisors can help their clients prepare for pullbacks in the markets.

Regardless, both sides of the debate have merit and with the recent volatility in the markets educating yourself and your clients is important.


The Power of Focus: Looking for Alpha in a Sea of Beta (white paper)

Investors are increasing allocations to focused strategies, or investment strategies consisting of approximately 50 or fewer securities. Focused strategies make up 20%–30% of total active equity assets among the 75 institutional investors and ...
Alger
Alger

Alger is widely recognized as a pioneer of growth-style investing...


Why Passive Investing Isn’t a Panacea

APRIL 03, 2018 The active/passive debate has been raging for years, and both approaches have merit. But there’s more to the story than meets the eye. Investors who commit too much to passive—and not enough to active—could face mounting risks. No one ...
AB (AllianceBernstein L.P.)
AB (AllianceBernstein L.P.)

50 Years of Investment Management & Research


Still a Good Time for International Equities?

Business cycle approach favors international equities, though there are differences with prior cycles.
Fidelity Institutional Asset Management
Fidelity Institutional Asset Management

FIAM provides actionable strategies, enabling clients to stand ou...


Putting Pullbacks in Perspective

Market pullbacks can be unnerving. That is why investors should make a plan with their financial advisors that addresses pullbacks and is informed by historical perspective, not emotion. Douglas Mangini, head of intermediary distribution at ...
Guggenheim Investments
Guggenheim Investments

Guggenheim Investments is the global asset management and investm...


For Healthy Retirement Plans, Give Participants a Little Push

Helping people improve their diet and make healthier choices is something many different groups have attempted to do over the years. Along those same lines, plan sponsors also work to improve the financial health of their participants. The question ...
Janus Henderson Investors
Janus Henderson Investors

As a leading global manager, Janus Henderson offers actively mana...


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