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Investor Brief: Should Actively Managed Funds Get a Yellow Card?
Twice a year, the S&P Dow Jones Indices publishes the SPIVA Scorecard (S&P Indices Versus Active), which compares the performance of actively managed mutual funds to their benchmark indices across various regions and asset classes. Their most recent scorecard shows that a majority of actively managed domestic equity funds underperformed...
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Investor Brief: International Equities and the Case for Diversification
In today’s interconnected global economy, a common debate among investors is how international equities should be represented in a well-constructed portfolio. With ever-changing economic conditions, geopolitical developments, and varying growth trends, investors should carefully consider how much global equity exposure should be reflected in their portfolios.
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