A view of the market movements between January 1, 2024, and December 31, 2024, shows that it is fair to say that this period was a period in which active fund managers could have shown their asset selection and timing skills since the equity markets were driven by a number of different factors. Each of these factors could have caused a major market downturn on their own. There were a lot of geopolitical tensions around the globe beside the war in Ukraine, which showed that democratic states are more vulnerable than one may think. With regard to this, the political

It’s fair to say that the time period between April 1, 2023, and March 31, 2024, was a period in which active fund managers could have shown their asset selection and timing skills since the markets were driven by a number of different factors. Each of these factors could have caused a major market downturn on their own. There were a lot of geopolitical tensions around the globe beside the war in Ukraine, which showed that democratic states are more vulnerable than one may think. Also, there were economic factors which burdened the expectations of investors, such as China’s failure

It’s fair to say that the time period between April 1, 2023, and March 31, 2024, was a period in which active fund managers could have shown their asset selection and timing skills since the markets were driven by a number of different factors. Each of these factors could have caused a major market downturn on their own. There were a lot of geopolitical tensions around the globe beside the war in Ukraine, which showed that democratic states are more vulnerable than one may think. Also, there were economic factors which burdened the expectations of investors, such as China’s failure

It’s fair to say that 2023 was a year in which active fund managers could have shown their asset selection and timing skills since the markets were driven by a number of different factors. Each of these factors could have caused a major market downturn on their own. There were a lot of geopolitical tensions around the globe beside the war in Ukraine, which showed that democratic states are more vulnerable than one may think. Also, there were economic factors which burdened the expectations of investors, such as China’s failure to meet the growth expectations of investors when its economy

The analysis of the number of actively managed mutual funds and ETFs which were able to outperform their respective fund manager benchmarks depends on various factors. One of these factors is the market, which is chosen for the analysis, since some markets are considered as very efficient, hence it might be hard for active managers to generate an outperformance compared to their fund manager benchmarks after costs. A classification which is seen as natural habitat for active management is Equity Emerging Markets Global since emerging markets are considered in general as not efficient as developed markets like the U.S. stock

Introduction The past performance of a mutual fund is no indicator of future performance. But the past relative performance of an actively managed mutual fund or ETF compared to its fund manager benchmark shows if the respective fund manager was able to fulfill the marketing promise of an outperformance compared to the fund manager benchmark. This means such an analysis verifies if the fund was worth the higher fees for active management or if the investor would have been better off by simply buying the benchmark via a passive product such as an ETF. The analysis of the performance of

The year 2022 was one like no other. The war in the Ukraine, increasing inflation rates and the respective quantitative tightening programs from central banks around the globe, the still ongoing effects from the COVID-19 pandemic on supply chains, and geopolitical tensions between China and Taiwan, as well as between China and the U.S., have all on their own the potential to drive markets. Given the fact that these factors appeared at the same time, it is not surprising that equity markets around the world entered a bear market environment in 2022. With this in mind, 2022 had the potential

The perennial debate over passively versus actively managed funds continues. Historically, both camps have offered sound reasoning for embracing one investment practice over the other. But they both might be right. Relative Performance: Active vs Passive On one hand, the argument goes, investors benefit from the low expense ratios and low portfolio turnover of passively managed funds, which bring passively managed mutual funds’ and ETFs’ total returns very close to their index benchmarks. However, in about 84% of the relative performance observations (fund return minus the benchmark return), passively managed funds underperformed their benchmarks after taking expenses and cash drag

As the coronavirus started to spread, the global equity markets faced heavy loses. Then the price for oil dropped to levels last seen in the 1950s. Under these circumstances, investors want to know if their fund managers have produced an outperformance compared to the broad equity markets or not. With the trend towards ESG funds, it might be a topic of interest to evaluate whether funds that integrate ESG criteria in their portfolio management process have shown an outperformance compared to the market benchmarks and their conventional peers. To answer these questions, we ran an analysis by comparing the performance