SPIVA® Institutional Scorecard Year-End 2025 (S&P Dow Jones Indices)
In this report, the authors add institutional accounts and SMA/wrap accounts to the mutual funds analyzed in the S…
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SPIVA® South Africa Mid-Year 2026 (S&P Dow Jones Indices)
Offering data in support of the ongoing analysis of active and passive approaches to investment, the S&P Index…
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Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds (How I Invest Podcast)
Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin…
SPIVA® Australia Mid-Year 2026 (S&P Dow Jones Indices)
The SPIVA Australia Scorecard measures the performance of actively managed funds relative to benchmarks over…
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Monthly chart pack: Taking a closer look at small-cap equities
In this edition of the Savvy Investor monthly chart pack...
