Daily Archives: December 20, 2012

CalPERS makes a big switch to passive investing in 2012

Pensions & Investments reported earlier this year that CalPERS is moving $500M of global fixed income investments to passive in-house strategies, saving millions in fees and boosting performance. The decision was reached after five-year rolling periods for internally managed passive strategies outperformed outsourced active management for traditional equity investments. According to board member J.J. Jelincic, […]

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A look at a fund company’s attempt to defend active management

Earlier this month U.S. Global Investors posted a piece titled “A Face-Off Between Passive and Active Investing” defending their sector-specific actively managed funds by comparing their funds’ recent performance to a variety of ETFs.  You can read the full piece here: http://www.usfunds.com/investor-resources/investor-alert/a-face-off-between-passive-and-active-investing The article is this fund company’s attempt to convince readers that active management is […]

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