DALBAR ANNOUNCES ACTIVE VERSUS PASSIVE ANALYSIS – DOES PASSIVE PERFORMANCE OVERCOME INVESTOR BEHAVIOR

DALBAR ANNOUNCES ACTIVE VERSUS PASSIVE ANALYSIS – DOES PASSIVE PERFORMANCE OVERCOME INVESTOR BEHAVIOR

(February 27, 2017) DALBAR Inc. announced the release of its analysis of active and passive investing
and how these approaches affect the returns investors earn. Following its long tradition of looking
past theoretical investment statistics, DALBAR has measured the impact these investments have on
investors’ wallets.

DALBAR’s Investor returns show no clear winner.

Over the longer terms, active investments produced better results, reflecting the tendency for
investors to remain invested for longer periods. Shorter term results show passive investments
ahead, driven in part by the unexpected post-election run-up in the markets.
The explanations for why active investments caught up with the superior investment statistics of the
passive funds include […] Read more