Actively Managed or Index Funds? (3/14)

The article below makes the case for a combination of active and passive investing. Our research concludes that investors should focus on the 27-year data set supporting the combination of strategic indexing and trend following.

Actively Managed or Index Funds? Why Not Both?

Michael Pollock, 3/3/14

Some investors swear by actively managed mutual funds. Others are just as single-minded about only owning funds that simply follow an index.

But does it have to be an either/or decision?

No. In fact, there are a lot of people who own both active and passive funds. Sometimes, the reasons can be smart financially; other times, they are to satisfy an emotional need.

Click here for the full article.

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