BACKThis newsletter will introduce you to the SPIVA U.S. Scorecard, Morningstar’s Active/Passive Barometer, and The S&P Persistence Scorecard. These three (3) studies provide strong evidence that the probability of active managers consistently earning excess returns is extremely low. We use these empirically robust third-party research reports as our basis to measure the success of active vs. passive investment philosophies.
Active vs. Passive : We’ll Let the Data Guide Us
Author:
Jeffrey C. Fountain Jr.,CFP®
Published on: June 21, 2019