Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth

Andy Rice News Leave a Comment

I hope everyone enjoyed my first article in the series—Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend—on this highly debated subject matter. However, before we dive into the Large Cap Growth space analysis, let me respond to a few comments relative to my first article. These articles are derived from a simple database screening, with the goal of creating a pure ‘apples to apples’ comparison between the institutional-only active vs. index mutual fund space. Fund survivorship is a reasonable concern; however, for me to include non-survivorship, it would also be necessary to include all fund start-ups for the trailing five- and 10-year return ranges. Furthermore, survivorship of a fund could have more characteristics such as fund company marketing issues, fund company investment category change, or just a simple inconsistent style box drift, excluding it from the screening, etc. http://www.thinkadvisor.com/2015/05/29/who-wins-passive-vs-active-institutional-debate-pt

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