by planvesting.com | Jun 9, 2024 | Active Management
“Exhibit 1 illustrates that the percentage of top-half actively managed domestic equity funds consistently remaining in the top half over a five-year period (see Report 2) was less than a random distribution would suggest, evidence that active outperformance,...
by planvesting.com | Jun 7, 2024 | Active Management
“After five years, the percentage of large caps underperforming benchmarks is 84%, and this grows to 90% and 95% after 10 and 20 years respectively.”
by planvesting.com | Mar 10, 2024 | 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...
