Research & Thought Leadership
Below you will find a growing library of research, commentary and investing insights designed to help investors make informed decisions for investment planning and portfolio construction.
AMC Research & Commentary | Market Specific Commentary | General Active/Passive Commentary | Investment Strategy | Misc
AMC Research & Commentary:
Market Specific Commentary:
General Active/Passive Commentary:
- Hedge Fund Performance: End of an Era? - Financial Analysts Journal - Nicolas P.B. Bollen, Juha Joenväärä & Mikko Kauppila
- Patience with Active Performance Cyclicality: It's Harder Than You Think - Vanguard
- Selecting, Evaluating, and Monitoring Investments in DC Plans: A Legal Perspective
Author: Alison V. Douglass, Esq. Christina Hennecken, Esq. Goodwin Procter LLP
- Back to Reality: The Important Role of Active Management in Defined Contribution Plans - MFS
- Rethinking Survivorship Bias in Active/Passive Comparisons - Active Managers Council
- Sustainable Investing is an Active Process - Active Managers Council
- A More Balanced Narrative – Setting the Record Straight on Active Management - David F. Lafferty, CFA for the Active Managers Council
- Active Management and Market Efficiency: A Summary of the Academic Literature - Active Managers Council
- Challenging the Conventional Wisdom on Active Management: A Review of the Past 20 Years of Academic Literature on Actively Managed Mutual Funds - Martjin Cremers, University of Notre Dame; Jon A. Fulkerson, University of Dayton, and Timothy B. Riley, University of Arkansas for the Active Managers Council
- On Board With a Long-Term View - MFS
- Active Management Bears Watching - MFS
- Active investing – The cyclicality of performance - Fidelity
- Actively Pursuing Outperformance - Franklin Templeton
- The Value of Active – Franklin Templeton
- Making the implicit explicit - A framework for the active-passive decision – Vanguard
- The Cyclical Nature of Active and Passive Investing – HartfordFunds
- Passive Investing Another Financial Bubble – Brandes
- Understanding the case for active management - Dodge & Cox
Investment Strategy:
Misc: