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How Much Room is There for Active Management?

How Much Room is There for Active Management?

“Something happened late last year that had long been predicted in the asset management world, but nonetheless was a major event: money in index funds overtook the assets in active ones <because> the majority of actively managed funds are underperforming...

Coming Soon!

Planvesting is an ultra-low-fixed-cost investment advisory firm specializing in investment planning that eschews actively-managed funds. Often referred to as “Evidence-based Investment Management”, our approach largely eliminates the underperformance risk...