Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
January 15, 2020
Active Management’s Persistent Failure to Persistently Outperform
Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard.Read the article
June 04, 2019
What's in a Fund Name?
After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund's name, or even its stated objective, when seeking exposure to factor characteristics.Read the article
May 13, 2019
Active Management's Impact on Returns and Volatility
After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study's findings inform what we know about active mutual funds, active share, and volatility.Read the article
March 18, 2019
2018’s Active Vs. Index Scorecard
Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management's continued failure to persistently outperform.Read the article
November 08, 2018
Why Active Management Still Fails
A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate.Read the article
October 26, 2018
Time Is Not on Active Management's Side
Larry Swedroe summarizes the recently released mid-year 2018 SPIVA report, which once again offers powerful evidence regarding active management’s inability to persistently outperform.Read the article
July 17, 2018
Persistent Fund Alpha and Active Manager Skill
Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is.Read the article
April 23, 2018
Larry Swedroe on Bloomberg's ETF IQ: Shrinking Pool of Investors Hits Active Investing
Larry Swedroe talks to Bloomberg ETF IQ host Scarlet Fu in an interview that tackles topics ranging from the Yale endowment to passive fixed income funds and the hurdles facing active managers.Read the article
February 27, 2018
Does Active Management Pay in Bond Markets?
Larry Swedroe examines a new study that highlights the negative relationship between activity and performance in bond funds.Read the article
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