Proponents of active and passive investment management styles have oft-debated the superiority of their philosophy over the other.
The arguments can become rather intense with very few ultimately willing to budge or switch sides. Each approach has its virtues and intrinsic drawbacks. Over the last several years, active managers have clearly struggled to keep pace with their passive brethren.
The performance gap for active managers within the traditional U.S. size and style boxes relative to their respective benchmark indices has grown significantly. The trend has been exacerbated by the continued flow of capital towards passive management.
Read Matt’s full article published by the Portland Business Journal.
Meet the Author
Senior Investment Analyst
Since 2004, Matt has worked on the sell side of the financial services industry with a focus on investment analytics. As a member of the Aldrich Wealth Investment Committee, Matt oversees investments for both retirement plans and high net worth individuals. He is also responsible for monitoring broad economic data and identifying new investment opportunities.…
- High-net worth individuals
- Corporate retirement plans