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BAM Intelligence

Active Management’s Persistent Failure to Persistently Outperform

Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard. Read more

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Active Management’s Impact on Returns and Volatility

After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study’s findings inform what we know about active mutual funds, active share, and volatility. Read more

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Mutual Fund Benchmark Discrepancies Can Fool Investors

Some active mutual funds have prospectus benchmarks that understate risk and, thus, overstate relative performance. Read more

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Persistence Among Active Managers Remains Elusive

The latest SPIVA scorecard is out, and Larry Swedroe unpacks results that show persistence in performance beyond the randomly expected remains out of reach for active managers. Read more

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Skill Exists, But It’s Hard To Find

Larry Swedroe continues his look at research on active mutual fund performance, and its implications. Read more

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