Manager Selection & Mandates

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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…

Investing across the World’s Largest Opportunity Set (Nuveen)

Global equities are a vast opportunity set that spans thousands of companies across developed and emerging markets…

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SPIVA® MENA Mid-Year 2026 (S&P Dow Jones Indices)

The SPIVA MENA Scorecard extends this analysis to the Middle East/North Africa (MENA) region by measuring the…

SPIVA® Europe Mid-Year 2026 (S&P Dow Jones Indices)

Part of a global range keeping score on the active versus passive debate, the SPIVA Europe Scorecard measures the…

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Emerging markets, reconsidered (Special Report)

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U.S. Persistence Scorecard Year-End 2025 (S&P Dow Jones Indices)

The Right Concentration Is Rare in Emerging Markets (Natixis IM)

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S&P Indices versus Active SPIVA Scorecards: U.S. Year-End 2024 (S&P Dow Jones Indices)

PE Emerging Managers: Overlooked in the U.S. Middle Market (Nuveen)

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We’re in the Biggest Momentum Rally since the Tech Boom (Natixis IM)

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SPIVA Europe Year-End 2024 (S&P Dow Jones Indices)

Practice What You Preach: Strategy Consistency and Mutual Fund Performance (PMR)

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New rules for index investing

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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...

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What investors read, listened to, or watched in July

The round-up the month of July...