Model Insights and a New Lens on Active vs Passive Performance (S&P Dow Jones Indices)
New research shows that most portfolios of active funds have tended to underperform comparable combinations of…
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Wrapping Up the 2024 SPIVA Institutional Scorecard (S&P Dow Jones Indices)
For over 20 years, the S&P Indices versus Active (SPIVA) U.S. Scorecard has assessed how active mutual fund…
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SPIVA Japan Mid-Year 2025 (S&P Dow Jones Indices)
Since the first publication of the S…
The Case for Refundable Performance Fees (Orbis Investments)
Most traditional fee structures do a poor job aligning the interests of asset managers with those of their clients…
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