Cumulative Passive and Active Equity Flows While active equity funds have faced significant challenges, passive equity flows have shown resilience, remaining positive despite market fluctuations. Image: BofA Global Research
Active vs. Passive Fund Flows While active equity funds have struggled, passive equity flows have proven resilient, continuing to show positive trends despite market fluctuations. Image: Goldman Sachs Global Investment Research
U.S. Domiciled Funds: Active vs. Passive as a % of Assets Under Management Passive accounts for 54% of all U.S. domiciled fund assets, highlighting the significant growth and popularity of passive investing strategies in recent years. Image: BofA US Equity & Quant Strategy
Flows by Year into Active vs. Passive Funds Passive funds are growing in popularity as investors prioritize lower fees, potential tax advantages, and doubt active fund managers’ ability to consistently outperform the market. As a result, active funds are facing capital outflows. Image: BofA US Equity & Quant Strategy
Share of U.S. Equity Mutual Fund and ETF AUM Passive U.S. equity funds surpassed active ones in 2020. Investors prefer them for their lower fees, potential tax benefits, and doubt in active fund managers’ ability to consistently outperform the market. Image: Goldman Sachs Global Investment Research
Passive vs. Active Rolling 6-Month Flows Flows into passive mutual funds and ETFs continue to surpass those into active funds. This trend is driven by factors such as lower costs, strong performance, and the rise of ETFs. Image: Goldman Sachs Global Investment Research
Passive Global Equity Flows Outflows from passive global equity funds are large. Image: BofA Global Investment Strategy
Flows – Cumulative Weekly Inflow to Passive Equity Funds Will flows into passive equity funds continue to rise? Image: BofA Global Investment Strategy
Active vs. Passive ETFs Will actively managed ETFs continue to shine in 2021? Image: Bloomberg
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