Four Ways to Demonstrate the Value of Active Management

According to reports, 2016 was the first year since the end of European sovereign debt crisis that fund flows into passive investment vehicles exceeded those into actively managed products. While this is certainly the case for European investors, similar trends now seem to be appearing in U.S. markets as well. The movement of funds from active to passive is well documented, but there is still much more money invested in active funds.

Whether this shift heralds another salvo in the active vs. passive debate remains to be seen, but it provides a backdrop for exploring these trends. In this ebook, we outline four strategies that outline the value of active management.

Download the eBook to learn:

• Where traditional attribution falls short
• The points risk-based attribution methodologies uncover that others do not
• How you can best demonstrate your value vs. strategic beta
• How to prove that your skill makes a difference over time