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Active vs. Passive
Fund Analysis

As passive funds grow in popularity, active funds still offer many benefits.

Active vs. Passive Fund Analysis

Looking at the fund industry, it’s not hard to find statistics that would seem to spell doom for actively managed funds.

Passive (or index tracking) investments are getting a lot of positive press for their ability to deliver low-cost, tax-efficient performance to retail and institutional investors alike. However, they can't offer all of the benefits of actively managed funds. There are many reasons to consider both.

For comparison, Broadridge has developed a comprehensive scorecard to provide directors with a detailed overview of performance and trends across both active and passive funds.