BAM Intelligence

The Peril of Chasing Active Mutual Fund Performance Ratings

Mutual fund rating systems really only do a great job of “predicting” the past. Larry Swedroe reviews the research. Read more

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What to Consider When Choosing a Mutual Fund

Tim Maurer appears on NBR to discuss fund ratings and asset allocation. Read more

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The Problem of Scope

Larry Swedroe unpacks research into diseconomies of scope, yet another explanation for the difficulties that active managers face in delivering persistent outperformance. Read more

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Turnover and Returns Can Coincide

Larry Swedroe unpacks research that uses trading behavior to evaluate active managers’ skill. Read more

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Active Even Fails Institutions

Larry Swedroe unpacks new SPIVA data on institutional managed account performance. Read more

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