U.S. Persistence Scorecard Year-End 2025 (S&P Dow Jones Indices)
Among top-half funds within all reported active domestic equity categories in calendar year 2021, only a handful…
Manager Selection & Mandates
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Style Matters (S&P Dow Jones Indices)
What factors should investors consider when allocating to discretionary fund managers?
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Value Managers Can Also Benefit from the Wealth Generated by Innovation (Jennison Associates)
Value investing can still capture the benefits of innovation-driven wealth creation by identifying well-priced,…
Pervasive Styles
The performance of investment styles positively predicts stock returns because of positive feedback trading.
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A new European investment landscape
European economies and markets are undergoing a rapid transformation...
