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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.
Mountain biking in desert

Martijn Cremers Unveils ActiveShare.info Fund Website 2.0

Notre Dame professor's free online resource makes it simple to discern whether actively managed U.S. equity funds are truly active — measuring Active Share and much more.
In the News, Active Investing
Couple enjoying sunset from the sailboat

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

Notre Dame professor Martijn Cremers’ ActiveShare.info website ‘helps advisors spot closet indexers and more,’ says industry publication.
Active Investing, In the News
Contemporary building

Disruption as a Difference Maker

In actively managing the Touchstone Sands Capital Select Growth Fund, its sub-advisor favors large cap growth companies that in its view use ‘dislocation and disruption’ to their advantage.
In the News, Active Investing, Economy & Markets
Modern office architecture at blue glass wall backgrounds

Martijn Cremers on What’s Important About Active Share

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
indoor cycling race

What Is Active Share?

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
millennials looking at sustainable practices

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

Millennials are an increasingly prominent force in investing, and an increasingly popular active investment strategy — focused on advancing social good — resonates with their generation.
ESG Investing, Active Investing
Engineers walking among solar panels.

Paulin to Citywire: ESG Investing Demands ‘Active Pursuit’

Touchstone seeks long histories of both integrating ESG criteria and actively engaging company managements.
In the News, ESG Investing, Active Investing
Running up the stairs with the sun

Paulin Discusses How to Better Evaluate Mutual Fund Performance With U.S. News

A statement shows performance versus a benchmark. An investor judges progress toward a goal … and determines what comes next.
In the News, Active Investing
open water swimmer swimming in sea image

Seeking an Active Investment Manager? Focus on These 5 Factors

Investors don’t have to search long to find articles touting the rapid growth of "passive" index funds over the past couple of decades, usually accompanied by an indictment of active management as a whole. While the rise of indexing is factual, the indictment of active investment management could benefit from context.
Active Investing