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Tag Archives: active managers

Nov 19, 2024

The Taxing Effect of Taxes

“Be thankful I don’t take it all, cause I’m the taxman.” George Harrison (The Beatles) in “Taxman” For over 20 years, S&P Dow Jones Indices has compared index performance against actively managed funds and published the results in the SPIVA® Scorecards. Active funds have often struggled to match the returns of capitalization-weighted benchmarks like the…

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Jan 9, 2024

Getting to Know the SPIVA After-Tax Scorecard

What do the SPIVA Scorecard results look like once you factor in taxes? Join S&P DJI’s Anu Ganti and Joseph Nelesen for a deep dive into key findings from the inaugural SPIVA After-Tax Scorecard.

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