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® U.S. Mid-Year 2026 (S&P Dow Jones Indices)
The S&P 500® rose by 10% in the first six months of 2026, rebounding sharply in Q2 after a dismal Q1. Robust…
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What SPIVA Measures: A New Zealand Perspective (S&P Dow Jones Indices)
For more than two decades, the SPIVA® Scorecards have contributed to the active versus passive debate by measuring…
SPIVA® New Zealand Mid-Year 2026 (S&P Dow Jones Indices)
Since the first publication of the S…
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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...
