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

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The introduction of enhanced features to ActiveShare.info, an online resource for helping evaluate characteristics historically associated with actively managed mutual funds, was recently reported by RIA Intel. Observations shared by the investment industry publication in a Sept. 15, 2020 article included:

  • “New features have been added to a free website that helps financial advisors identify which mutual funds are sticking to their strategies and justify their expenses.”
  • “It can’t do all the work of manager selection, but ActiveShare.info enables anyone to search and compare actively managed mutual funds … with several factors and filters, including Active Share.”
  • “… the latest enhancements to the website help advisors go beyond answering whether a fund is truly active or not, or finding the so-called closet indexers. …. Users can now filter funds based on other criteria, such as the market cap a fund focuses on, investing style and conviction.”
  • “Active Share and other filters might seem like obvious screens for selecting managers but they are still underutilized by advisors.”

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Touchstone Securities, Inc. has partnered with Professor Martijn Cremers to provide consulting services. Touchstone and Professor Cremers are independent of each other. There are no assurances that any strategy or investment approach will meet its objectives. This information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.

Past performance is no guarantee of future results. Active Share is not a performance measurement. A high level of Active Share does not assure outperformance of a fund relative to its benchmark index.

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

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