Blogs about: Passive Management

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Active vs Passive Investing

sidewalkbroker wrote 3 weeks ago: Morning All, So after doing some reading this weekend on the good old topic of Active vs Passive inv … more →

Tags: Global markets, SA Markets, General Investment Principles, smart beta, active management, rafi, swix, Satrix

Swedroe: How investor returns can be misused

Paul Streiber wrote 2 months ago: By LARRY SWEDROE / MONEYWATCH/ March 21, 2013, 4:33 PM How investor returns can be misused (MoneyWat … more →

Tags: active investing, Dimensional Fund Advisors, Market Efficiency, Indexing, Investments, Metrics, money management, Mutual Funds, Passive Investing

NYT: Challenging Management (but Not the Market)

Paul Streiber wrote 2 months ago: March 16, 2013 Challenging Management (but Not the Market) By JEFF SOMMER SOME investors make bold b … more →

Tags: Dimensional Fund Advisors, Market Efficiency, Indexing, Investments, market capitalization, Markets, Metrics, Passive Investing, Portfolios

Active or Passive Portfolio

brokenmarkets wrote 2 months ago: “In another blow to active fund management, CalPERS is mulling a move to an all-passive portfo … more →

Tags: ETF

Expression of Interest

johnnyhorn8522 wrote 2 months ago: Are you ready for your next challenge or looking for a change of environment? Our clients are lookin … more →

Tags: financial advisor brisbane, financial advisory services, financial advisory services perth, catherine m. heidt, factor model approach, building portfolios page, Current Market Conditions, professor french comments, buy and hold investing

Zweig @ WSJ: Are You Brilliant, or Lucky?

Paul Streiber wrote 5 months ago: THE INTELLIGENT INVESTOR December 7, 2012, 7:48 p.m. ET Are You Brilliant, or Lucky? Have investors … more →

Tags: active investing, Dimensional Fund Advisors, Market Efficiency, Indexing, Investments, mutual fund flows, Passive Investing, Portfolios, Vanguard

Passive investing - the evidence

Lugen Family Office wrote 5 months ago: Passive investing – the evidence Part 1: the outperformance myth The Outperformance Myth: How … more →

Tags: Investing, Financial Literacy, financial planning, Business Resources, Economy, john bogle, jasmine birtles, Dan Goldie, Investment Answer

Mutual Funds vs Stocks; Which is Better for You?

compassrosefp wrote 7 months ago: With all the financial and money programs on TV talking about stocks, how do you know which ones to … more →

Tags: Advisor Insights, Investing, taxes, financial planning, Retirement, active management, Mutual Funds, Stocks, Index Funds

The rise of the networked managers: sense making in the social media age.5 comments

lawrence serewicz wrote 7 months ago: English: Burkle Building, Peter F. Drucker and Masatoshi Ito Graduate School of Management, Claremon … more →

Tags: Knowledge Worker, change managment, change, Management, Business, middle management, Peter Drucker, Senior Management, active management

Are we all managers now?: the rise of the self-organising organisations.

lawrence serewicz wrote 9 months ago: The future of manager is connected to the future of work.  There has been talk of the self-organisin … more →

Tags: Local Government, change managment, learning organisation, Management, Culture, Social Media, Business, Decision Making, Organization

The Mutual Fund Merry-Go-Round1 comment

Paul Streiber wrote 10 months ago: Opinion The Mutual Fund Merry-Go-Round By DAVID F. SWENSEN Published: August 13, 2011 David F. Swens … more →

Tags: Mutual Funds, Markets, Dimensional Fund Advisors, Portfolios, Investments, Psychology of Investing, Indexing, Passive Investing, active investing

ETF risk, investment strategy

active senior investor wrote 11 months ago: Introduction ETFs rely on a market index for the development of an investment strategy and standard … more →

Tags: Personal Finance, Exchange Traded Fund (ETF), leverage, Investment Strategy, active management, (in)verse, geared, Replication, sampling

Voting with their Feet and their Dollars1 comment

Bob Seawright wrote 1 year ago: I have regularly challenged advisors to justify their use of active management.  It seems to me that … more →

Tags: Capital Markets, Personal Finance, Investing, individual investing, Active Management Challenge, active management

Yale’s Swensen: Index Funds Best Plan for Most

Paul Streiber wrote 1 year ago: Yale’s Swensen: Index Funds Best Plan for MostBy Kelly Bit – Jan 31, 2012 11:40 AM CT   D … more →

Tags: Investments, Psychology of Investing, Indexing, Passive Investing, active investing, indexing, active management, money management, investment management

Why Panic? A Couple’s Nest Egg Better Left Alone

Paul Streiber wrote 1 year ago: Your Money Why Panic? A Couple’s Nest Egg Better Left Alone By TARA SIEGEL BERNARD Published: March … more →

Tags: Mutual Funds, Retirement, Dimensional Fund Advisors, Investments, Psychology of Investing, Indexing, Passive Investing, Risk, market capitalization

NYT: It’s Probably Not Going to Be You Who Beats the Market

Paul Streiber wrote 1 year ago: It’s Probably Not Going to Be You Who Beats the Market Carl Richards is a certified financial planne … more →

Tags: mutual fund, Standard & Poor, Heritage Financial Planning, Mutual Funds, Psychology of Investing, indexing, active management, index fund, peter lynch

The Case for Active Management5 comments

Gary Gorr wrote 1 year ago: There is an old expression that statistics never lie but liars use statistics.  When it come to the … more →

Tags: Behavioral Finance, Investing, retirement planning, The Basics, Alpha, beta, exchange traded fund, index fund, iShares

Weston Wellington: Year-End Review

Paul Streiber wrote 1 year ago:   Year-End Review Weston Wellington, Down to the Wire Vice President January 9, 2012 Equity inv … more →

Tags: Mutual Funds, Thought, Dimensional Fund Advisors, Portfolios, Investments, Psychology of Investing, index, Indexes, Indexing

The 50-50 Solution

Paul Streiber wrote 1 year ago: The 50-50 Solution By JEFF SOMMER Published: November 26, 2011 The New York Times THE euro crisis is … more →

Tags: Markets, Investments, Psychology of Investing, index, Indexing, Passive Investing, active investing, Financial Tips, money management


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