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Investing

Investment Strategies: Who Is Winning in the Battle Between Active vs Passive Investors

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By 247patrick Published
Investment Strategies: Who Is Winning in the Battle Between Active vs Passive Investors

© Laurence Dutton / Getty Images

Summary:

  • Over 50% of U.S. Large-Cap active managers have underperformed the S&P 500 in 18 of the past 21 years.
  • The percentage of funds underperforming expands as the investment horizon lengthens, ranging from around 55% over a 1-year horizon to 94% over a 20-year horizon for U.S. funds.
  • The IKF AI algorithms can assist in identifying the latest investment opportunities and enhancing the performance of active investment strategies.

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