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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Europe Persistence Scorecard: Year-End 2025 (S&P Dow Jones Indices)
Should investment results be attributed to skill or luck? Genuine skill is more likely to persist, while luck is…
Canada Persistence Scorecard: Year-End 2025 (S&P Dow Jones Indices)
In 2025 there were continued challenges for Canadian active funds, with 93.4% of Canadian Equity funds…
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Academic round-up: Is it really all about AI?
This edition of the Savvy Investor academic round-up offers...