Index Comparisons for Active Performance (S&P Dow Jones Indices)
In this special report, we compare theoretical multi-asset portfolios of active funds to weighted blends of…
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SPIVA Mid-Year 25 Results around the World (S&P Dow Jones Indices)
For more than 20 years, S&P DJI’s SPIVA scorecards have been evaluating active funds’ performance against…
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Not So Smart Alphas (Hong Kong University)
This note critically examines common methodologies for estimating alpha in actively managed funds and their…
Best of the Best: Ignore the Noise & Find Great Companies (Ausbil)
Arden Jennings, co-head of Emerging Companies at Ausbil joins Equity Mates to explain why he thinks 2026 will be…
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Maturity with momentumThis Special Report, sponsored by Nuveen, explores the evolution of private…
Why international equities now: Looking beyond the U.S.
The fundamental appeal of ex-U.S. equitiesThis Special Report explores Orbis Investments'…