“Active” investments are hands-on vehicles steered by professional portfolio managers who charge a premium for their ...

Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive. Incorporating passive funds into actively managed ...

Active and passive mutual funds differ in several ways. From choosing stocks to the scope of returns, these funds vary widely ...

[Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk. Others get prepared and run to volatility with a specialized toolkit ...

Q: I’m reading that a smart investor only uses “passive” funds — what does that mean? A: A short answer is that “passive” investment funds use computers and algorithms to pick their contents. They ...

Investing isn’t a one-size-fits-all endeavor. You can choose the types of investments you want to hold and how you’d like to manage your portfolio. One significant decision you’ll need to make is ...

New Product Suite will be Available in ActivePassive PMC Portfolios—Leveraging the Tax-Efficient & Liquid ETF Structure with No Additional Management Fee BERWYN, Pa., May 9, 2023 /PRNewswire/ -- At a ...

When John Bogle served as chief executive of Vanguard Group, critics often accused him of taking a hypocritical stance on actively managed funds. For years, Bogle promoted index funds and said that ...

Late last year, my colleague examined the aftermath of the 2021 meme-stock mania for exchange-traded funds with big bets in GameStop GME and found that many didn’t realize gains despite large ...

New Product Suite will be Available in ActivePassive PMC Portfolios—Leveraging the Tax-Efficient & Liquid ETF Structure with No Additional Management Fee More ...