Active
Learn about the latest trends in active investment strategies and their impact on investment performance.
Schwab to Launch First ESG, Active ETF
By Bernice NapachThe Schwab Ariel ESG ETF will be semi-transparent and invest in small- and mid-cap stocks screened for ESG factors.
October 12, 2021
Only Half of Institutional Investors Expect to Meet Target Returns by 2025: FidelityRespondents widely said they had been forced to take on more risk to achieve the same level of return.
October 11, 2021
Everything You Need to Know About Ark's Space ETFThe holdings in the Ark Space Exploration and Innovation ETF might not be what your clients expect.
October 04, 2021
Most Active Funds Trailed Benchmarks in Q3: BofAThe share of active funds outperforming year-to-date is less than half, but still higher than from 2018-2020, the bank reports.
October 04, 2021
T. Rowe, State Street, Nuveen Launch Active ETFsThe boom in actively managed bond ETF launches is continuing into the fourth quarter.
October 01, 2021
8 New Funds From Top Managers: MorningstarAnalysts screened for open-end, active funds that share a manager with a fund carrying a Morningstar Silver or Gold Analyst Rating.
September 22, 2021
Active Equity Funds Still Trailing Passive IndexesMore than half of active U.S. equity funds underperformed their indexes in the year ended June 30, S&P Dow Jones Indices reports.
September 10, 2021
Cathie Wood's Ark ETFs Sell $139M of Tesla StockThe sales amount to around 3% of ARK's Tesla stake, and the firm still holds well over $4 billion, making it one of Tesla's top 20 holders.