Showing posts with label Subject: Active vs Passive Management. Show all posts
Showing posts with label Subject: Active vs Passive Management. Show all posts

Tuesday, August 28, 2018

David and Goliath: Who Wins the Quantitative Battle?

The author promotes the Vanguard index funds by comparing them to the average hedge fund.  In particular, he favors index funds due to their lower cost, higher historical risk-adjusted returns, non-market timing (such as done with smart-beta), and less turnover than ETFs.

BOGLE, J. C. (2016). David and Goliath: Who Wins the Quantitative Battle?. Journal Of Portfolio Management, 43(1), 127-137.

Monday, August 6, 2018

The Bad Arithmetic of Active Management

"Although the average return of active managers cannot be any different than the return of the total market portfolio (and will be less, due to fees and expenses), that does not mean that active managers do not add value for investors."

JACOBSEN, B. J. (2017). The Bad Arithmetic of Active Management. Journal Of Portfolio Management, 43(2), 115-122.