Search Results for: active

Share of Passive vs. Active Equity Funds Passive equity funds should surpass active by 2022, as active equity funds exhibit persistent outflows. Image: BofA Global Investment Strategy

Cumulative Flows – U.S. Equities (Active vs. Passive) The popularity of passive investing has grown significantly over time. Image: BofA Global Research

U.S. Domiciled Funds: Active vs. Passive as a % of Assets Under Management Active has lost for the last 10 years. Image: BofA US Equity & Quant Strategy

Percentage of Active Funds Beating the Benchmark The chart shows how difficult it is for most active funds to beat the benchmark over time. Image: BofA US Equity and Quant Strategy

Flows by Year into Active vs. Passive Funds Passive has won and now accounts for 46% of all U.S. domiciled fund assets. Image: BofA US Equity & Quant Strategy

NAAIM – Equity Exposure of U.S. Active Managers U.S. active managers are optimistic, as they have the highest level of exposure to equities in over two years, betting on a rebound in global growth. Image: Morgan Stanley Research

Active vs. Passive Fund Flows Strong inflows into passive funds, while active funds continue to experience outflows. Image: J.P. Morgan

Individual Investors Are Trading More Actively in Shares and Options The move to zero commissions in October and the lockdowns boosted individual investor volumes. Image: Goldman Sachs Global Investment Research

Passive Equity and Bond Funds vs. Active Equity and Bond Funds The popularity of passive investing through ETFs and index mutual funds has grown significantly since 2010. Image: Financial Times

Flows into ETFs and Mutual Funds (Passive vs. Active) Mutual funds exhibit persistent outflows explained by aging and fees, while inflows into ETFs continue to rise. Image: Arbor Research & Trading LLC