As Jack Bogle of Vanguard said, “Why look for a needle in a haystack, when you can buy the entire haystack.” Passive ...

AGNC Investment Corp. AGNC has been taking a proactive and defensive approach to portfolio management, which can drive growth over the long term. Taking an active stance by frequently adjusting asset ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

Active exchange-traded funds are a hot story and one that I have frequently talked about during the past couple of years. I tend to focus on how active strategies fit into the ETF wrapper, but this ...

iShares U.S. Equity Factor Rotation Active ETF earns a strong buy rating for its market-beating returns and dynamic portfolio strategy. DYNF outperformed the S&P 500 over three and five years, ...

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 ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Normally, when we speak about active and passive investing, we are comparing two highly debated investment strategies. Active investing usually employs a portfolio or money manager that charges a fee ...

Trying to avoid behavioral mistakes and choosing between active and passive funds have become so familiar to financial advisors and clients that they may be missing some nuances. Processing Content ...

SEI Enhanced US Large Cap Value Factor ETF (SEIV) earns a Buy rating for its superior returns, low expense ratio, and moderate risk profile. SEIV outperformed the S&P 500 and peers, driven by ...

The acquisition is projected to accelerate its expansion into one of the fastest-growing segments of active ETFs, adding a strong lineup of income, buffer, and growth-focused strategies. It also ...

The ultrarich may be different from you and me, but that doesn't mean mainstream investors can't profit from the family office strategies used to serve them. Processing Content Bob Fraser is ...