Tag Archives: SPIVA institutional
Wrapping Up the 2024 SPIVA Institutional Scorecard
For over 20 years, the S&P Indices versus Active (SPIVA®) U.S. Scorecard has assessed how active mutual fund managers perform against their relevant S&P Dow Jones Indices benchmarks across various timeframes and asset classes. The scorecard’s methodology was enhanced in 2015 to include institutional accounts and was further extended in 2023 to include separately managed…
- Categories Equities, Fixed Income
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2023 SPIVA Institutional Scorecard: SMAs/Wrap Accounts Are Here!
First published in 2002, the S&P Indices versus Active (SPIVA®) U.S. Scorecard measures the performance of active mutual fund managers against their respective S&P DJI benchmarks over various time horizons and across asset classes. In 2015, we extended the analysis to include institutional accounts to understand how institutional asset owners fared versus mutual funds against…
- Categories Fixed Income
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- Fixed Income
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Fees and Fortunes
One of the potential advantages of indexing is its typically lower cost relative to active management. Investors have benefited substantially by saving on fees. And as indexing has expanded across asset classes, these rewards have compounded, especially in fixed income, where fees can prove more influential. In Exhibit 1, we see that index mutual fund…
- Categories Equities, Fixed Income, S&P 500 & DJIA
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