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What We're Reading Now

posted 09-27-2021
Considering the Arguments for and Against Actively Managed Funds in DC Plans – Plan Sponsor Earlier this month, the CFA Institute Research Foundation published a “guidebook” that has drawn a significant amount of criticism in the investment community. ...

What We're Reading Now

posted 08-02-2021
“Active management is almost synonymous with ESG,” says Jay Horgen, President and CEO of AMG. The opportunity for active managers with respect to sustainable investing is the focus of this issue of What We’re Reading Now. We also look at the growth in ...

What We’re Reading Now

posted 06-08-2021
Active Equity: “Reports of My Death Are Greatly Exaggerated ” – CFA Institute Is active equity primed for outperformance? Jason Voss examines the evidence for the CFA Institute, highlighting the work of Russ Wermers and others. A new golden era ...

4 Sources of Edge for Active Managers

posted 05-17-2021
by Simon Hallett, CFA Vice Chairman Harding Loevner Having a structured process is still the key to enabling better investment decision-making. People are deeply flawed when it comes to making investment decisions. It is vital for ...

What We’re Reading Now

posted 04-07-2021
Stockpickers Can Breathe Again as FANGs Stumble – Bloomberg John Authers, a journalist who is generally skeptical of active management suggests the recent market turbulence has spurred a revival for active fund managers but questions how long ...

Accurately Measuring the Success Rate of Active Funds

posted 01-25-2021
Any assessment of the value of active management starts with a measurement of its success in generating returns for investors. However, some well-known measures used to assess active managers’ performance present an overly negative assessment of active ...

Getting Proactive on ESG: 5 Tips for Advisers

posted 01-07-2021
Environmental, social, and governance: three factors that have become the focus of attention in the investment world. But where is the investment industry when it comes to incorporating the ESG factors into client portfolios? “What we’re seeing at Natixis ...

The Success Rate of Passive Funds

posted 12-22-2020
The Success Rate of Passive Funds Morningstar’s Active/Passive Barometer does not provide a success rate for passive funds, but the exercise of estimating one provides additional insights into the Barometer’s methodology and the success rate of actively-managed ...

Passive Investing’s Past Performance Problem

posted 11-18-2020
Investors may be surprised at just how much price risk is embedded in today’s benchmark indices. By Simon Hallett, CFA, Co-Chief Investment Officer, Harding Loevner A couple of months ago, Exxon was summarily dropped from the Dow Jones Industrial ...

Research Spotlight | ESG Ratings At Best a Starting Point for Active Analysis

posted 11-06-2020
The Bottom Line : Differences in ESG ratings highlight that sustainable investing must be active to be successful. This is the conclusion of a study by Dimson, Marsh and Staunton, the authors of “Triumph of the Optimists”, and well-respected academic ...