Active
Learn about the latest trends in active investment strategies and their impact on investment performance.
S&P 500's Worst First Half Since 1970 Won't Tell You Much About the Second Half
By Elaine ChenSince 1957, when it had a negative first half, the index experienced a negative second half about half the time, says Anu Ganti of S&P Dow Jones.
June 21, 2022
Fidelity Introduces DIY Platform for Building Custom Index PortfoliosFidelity Solo FidFolios allows investors to build their own index from scratch or choose from 13 thematic models.
June 16, 2022
Recession Risk Is Real; Long-Term Market Shift Likely: T. Rowe Price"A shift in market leadership appears to be underway," and such cycles tend to last a long time, said T. Rowe Price CIO Justin Thomson.
June 16, 2022
Large Cap Equity Manager of 2022: Alley CompanyThe portfolio had a strong performance in 2021, beating the Russell 1000 Value Index by 2.6%, according to Envestnet.
June 16, 2022
Large Cap Equity Manager of 2022: Wakefield Asset ManagementThe large-cap strategy has achieved a roughly 10% earnings beat rate vs. the S&P 500 over 20 years, according to Envestnet.
June 16, 2022
Small/Mid Cap Equity Manager of 2022: Congress Asset Management CompanyCongress Mid Cap Growth was up 30.6% last year, topping the Russell Mid Cap Growth Index by 17.9%, according to Envestnet.
June 16, 2022
Sustainable & Overall Asset Manager of 2022: SchrodersThe Hartford-Schroders International Stock Fund had returns of 11.4% in 2021, outpacing the benchmark by 3.6%.
June 16, 2022
Small/Mid Cap Equity Manager of 2022: Tributary Capital ManagementTributary's Small Cap portfolio returned 34% in 2021, outpacing the Russell 2000 Index by 19.2%, according to Envesnet.