Active-Passive Management Discussion
March 2009 RAFI Fundamentals Newsletter
Research Affiliates publishes a monthly newsletter called RAFI Fundamentals. March 2009’s edition is titled, “2008 - The Worst Year Ever For Active Management?”. Conventional wisdom posits that active management should have added the most value in a bear market, but sifting through the data reveals a different story.
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30Apr2009 | admin | 0 comments | Continued
The Power Of Indexation
An article titled “The Power Of Indexation” appeared in the March 2009 edition of Advisor’s Edge (you may recognize the author). This magazine is free to financial advisors to subscribe to, and if you don’t receive a copy you can click here to initiate a free subscription.
The article discusses the various ways that advisors can [...]
Guest Article: Voodoo or Science?
This article was submitted by Jim Stark, a practicing financial advisor who wanted to share some food for thought. If you would like to submit an article to be published on AlphaAdvisor.ca please send your submissions to preetb@pro-financial.ca.
So I hopped on to my computer one morning and typed in the phrase “scientific method” into my [...]
Does A Market Crash Make Active Investing More Appealing?
I received a question from a reader via email in which he asked me to address passive investing in a secular bear market. The reason for this is that he had been to numerous presentations recently which all seemed to tout “now” as being time for active managers to shine - “the return of active [...]
8Feb2009 | admin | 0 comments | Continued
Active Share: Re-Calculating The Cost of Active Management
Just when you thought things couldn’t get any worse for actively managed mutual funds and their high MERs (Management Expense Ratios)…
Closet Indexing
Large actively-managed mutual funds can sometimes fall into the category of being a “closet indexer”. This refers to the fact that the holdings in the fund can closely resemble the stocks that make up [...]
