Search Results for: active

Beta Exposure of Large Cap U.S. Active Managers vs. S&P 500 Among active managers, there is a significant drop in beta exposure to GFC levels. Image: BofA US Equity & Quant Strategy

Active Global Equity Flows Outflows from active global equities persist. Image: BofA Global Investment Strategy

Cumulative Flows – U.S. Equities (Active vs. Passive) Passive equity funds have captured all of the inflows in 2022. Image: BofA Global Research

Flows by Year into Active vs. Passive Funds Will passive funds continue to shine over the next decade? Image: BofA US Equity & Quant Strategy

Active vs. Passive ETFs Will actively managed ETFs continue to shine in 2021? Image: Bloomberg

% of Large Cap Active Funds Outperforming Russell 1000 Benchmarks in May Best May in history for actively managed large-cap funds. But can active large-cap funds outperform benchmark over a full market cycle? Image: BofA US Equity & Quant Strategy

Value vs. Growth – Active Managers’ Relative Exposure in Low P/FCF vs. High Long-Term Growth Despite the rally in Value, active managers are still ~30% underweight Value vs. Growth. Image: BofA US Equity & Quant Strategy

U.S. Equity Funds Split Between Active and Passive Strategies Can active funds beat passive funds in a recovering U.S. economy? Image: Financial Times

Performance – % of Active Funds Lagging Behind S&P 1500 It seems really hard to beat the market for active managers. Image: Financial Times

Passive vs. Active Investing – Single Stocks vs. Equity ETFs More passive investing amid COVID, as BofA clients have bought ETFs almost 90% of the time over the last 50 weeks. Image: BofA Securities