Tag Archives: Fees
Year-End 2018 Canada SPIVA®: Challenging Three Active versus Passive Misconceptions
Our Year-End 2018 Canada SPIVA scorecard was released today. In addition to showing that the majority of Canadian active equity managers failed to outperform their benchmarks, the scorecard’s results provide the opportunity to dispel some common misconceptions. Here is a brief summary. 1) Higher volatility does not necessarily result in outperformance by active managers A…
- Other Tags
Quantifying Fee Drag on Investment Returns
The impact of fees on investment returns is a widely studied and much debated topic. Over the past decade, as index-linked, lower-cost passive investing has taken hold, fees have become a greater focus. In recent years, there have been several studies published examining the impact of fees on performance. The U.K’s Financial Conduct Authority (FCA),…
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags
Retail Fee Premium and its Impact on Fund’s Performance: Observations From SPIVA® Institutional Year-End 2016 Scorecard
The impact of fees on managers’ performance continues to make headlines. With the most recent round of actively managed fee reductions[1] taking place in February 2017, market participants can benefit from lower fees as managers compete for capital. In the recently issued “SPIVA Institutional Scorecard – How Much Do Fees Affect the Active Versus Passive…
- Categories Uncategorized
- Other Tags
- Categories
- Uncategorized
- Other Tags