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PASSIVE MANAGEMENT News & Analysis

Where do active managers add value?
Funds
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
Christine St Anne | 15 November 2023
Investing basics: when should you use an active fund?
Personal Finance
Investing basics: when should you use an active fund?
Passive funds have grown in popularity as cheap, simple investment options. But does it ever pay to use an active manager?
Morningstar.com.au | 27 November 2020
Investing basics: Cuffe’s commandments
Personal Finance
Investing basics: Cuffe’s commandments
The esteemed money manager’s list is a practical and at times contrarian guide on how to make investing work for you, writes Nicki Bourlioufas.
Nicki Bourlioufas | 05 November 2020
Active managers have the edge with Aussie small caps
Funds
Active managers have the edge with Aussie small caps
They have the flexibility to unearth bargains and promising companies that passive strategies lack, a Morningstar study shows.
Emma Rapaport | 14 July 2020
These 7 arguments against index investing aren't compelling
ETFs
These 7 arguments against index investing aren't compelling
A closer look at the merits of common arguments against index investing.
Alex Bryan | 25 November 2019
Investing basics: what is passive investing?
Personal Finance
Investing basics: what is passive investing?
We break down what it is and how it works.
Michael Schramm | 03 October 2019
What happens if everyone indexes?
Video
What happens if everyone indexes?
Morningstar's diretor of passive strategies Alex Bryan discusses some possible consequences. 
04 September 2019
The blurring line between active and passive management
Funds
The blurring line between active and passive management
Can they still be categorised in separate buckets? And why they’re better off together.
Morningstar Canada | 10 April 2019
Debunking the active manager 'myth'
ETFs
Debunking the active manager 'myth'
Statistics reveal that some active managers are simply following an index and charging fees for services they don't deliver, writes Van Eck's Arian...
Arian Neiron | 14 February 2019
Future Fund investment shift slashes $80m in fees
Funds
Future Fund investment shift slashes $80m in fees
Passive management has received a ringing endorsement from Australia's $148.8 billion Future Fund, which tipped a large portion of its funds into...
Emma Rapaport | 31 October 2018