An Innovative Blend
Opposing yet complementary
investment approaches
to help you achieve your financial goals
Opposing yet complementary
investment approaches
to help you achieve your financial goals
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Active versus Passive Investment Management: Which is Better For Your Portfolio? The merits of active versus passive management have been debated for decades. Proponents of each believe their approach is the right one -- the one that has the potential to generate the greatest amount of return over the long term. Both methodologies have their strengths and weaknesses, and from time to time, one approach is more popular than the other. See our Investment Philosophy and Process section for a comparison of the major challenges and benefits of active and passive approaches. sophisticated research FundQuest Incorporated, Advisor to the ActivePassive® Funds, has provided new insight into this ongoing debate by thoroughly examining the performance results of active and passive investment management over various time periods. FundQuest analyzed the historical performance of 30,435 actively managed investments in 60 investment categories, representing almost $4 trillion in asset value. This comprehensive study identified: investment categories in which active managers provided value through their unique investment management capabilities in excess of the category’s index movement; investment categories that have generated excess returns through risk premiums not correlated to the broad markets; and the percentage of managers in each investment category that outperformed their respective category benchmarks. The extensive research and findings of the study are the foundation of the ActivePassive Funds. Click here for a copy of FundQuest's research whitepaper.disciplined manager selection With 48 analysts worldwide working in FundQuest's US and international operations, the investment management team conducts ongoing in-depth qualitative and quantitative analysis to select world leading managers. By following a disciplined selection process, managers are put through rigorous quantitative and qualitative analysis, and are continually monitored and reviewed to ensure the managers selected for inclusion in the fund are most appropriate and in line with each fund’s objective.innovative strategy FundQuest's ongoing research provides them with a profound understanding of each approach and how each may be advantageous for specific investment categories. This allows FundQuest's investment analysts to construct the funds to include what they believe to be an optimal blend of active and passive investment strategies, attempting to gain the benefits of both approaches and minimize the challenges of each.The Next Generation in Mutual Fund Construction
Mutual fund investing involves risk. Principal loss is possible. Investment in the ActivePassive Funds may include risks associated with non-diversification, foreign securities, emerging markets, small and mid cap companies, ETF's, REITS's, debt securities, high yield securities, and mortgage backed securities. Please refer to the prospectus for the risks specific to each fund. Past performance is not a guarantee of future results. The ActivePassive Funds are distributed by Quasar Distributors, LLC.
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