Active Investing

Active management is grounded in the logic that for a mutual fund to have the opportunity to outperform its benchmark, it cannot mirror it. That is very difficult to do if a portfolio’s holdings largely overlap those of its benchmark. Explore articles that address active investing. Aspects examined include discerning what truly distinguishes it, understanding its elements and considering its value.

What Is Active Share?

Timothy D. Paulin, CFA May 22, 2023

Active Share was developed to quantify the degree of active management. Learn how it measures the fraction of a fund's portfolio that differs from the benchmark index.

Active Investing

Couple enjoying sunset from the sailboat

RIA Intel: ‘Valuable Tool’ for Selecting Active Managers ‘Just Got Even Better’

September 15, 2020

Notre Dame professor Martijn Cremers’ ActiveShare.info website ‘helps advisors spot closet indexers and more,’ says industry publication.

Active Investing, In the News

Modern office architecture at blue glass wall backgrounds

Martijn Cremers on What’s Important About Active Share

Martijn Cremers, PhD, Timothy D. Paulin, CFA April 3, 2020

Tim Paulin of Touchstone speaks with Martijn Cremers, one of the thought leaders responsible for introducing the now widely recognized measure of active management called active share.

Active Investing

millennials looking at sustainable practices

Millennials Are Already Sold on Active Investing (They Just Don’t Know It Yet)

Timothy D. Paulin, CFA November 22, 2019

Millennials are an increasingly prominent force in investing, and an increasingly popular active investment strategy — focused on advancing social good — resonates with their generation.

Active Investing