EBC2054 Investment Analysis and Portfolio Management

Mutual Funds Case B – Active versus Passive Fund Management

The assignment

Check the websites of several mutual fund families and try to answer the following questions:

Do they offer guidance to you as a retail investor in choosing between passive funds and actively managed funds?

Do they state some investment beliefs?

Do they favor active management over passive management?

Does the opinion differ for the different asset classes?

As an alternative to mutual funds you may also look at pension funds, insurance companies, and/or large wealth management firms. Search their websites for brochures or statements on their investment beliefs.

Of course, you may also talk to investment managers if possible.

Collect at least 6 opinions from different sources. Finally provide your own opinion on this issue.