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Financial services / Funds / Financial markets / Institutional investors / Active management / Hedge fund / Private equity / Passive management / Exchange-traded fund / Financial economics / Investment / Finance


The Active AdvantageSM More From the Core Capital Idea: Expect More From the Core.
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Document Date: 2015-03-27 11:44:23


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Company

Emerging / Morningstar / Alternatives Other Other / /

Country

Japan / United States / /

Currency

USD / /

IndustryTerm

real estate / biotechnology / bank / /

MarketIndex

S&P 500 / MSCI All Country ex USA / MSCI ACWI ex USA / /

Organization

FDIC / U.S. Securities and Exchange Commission / /

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Position

Manager ownership Incentive structure 4 Manager ownership Investment / manager ownership / portfolio manager / manager selection / manager ownership and lowest expense ratios / manager ownership quartile Both / advisors / manager / average active manager / high manager / manager selection process / manager traits / Manager tenure Manager / manager tenure and low turnover / manager tenure / Manager ownership Investment firms / manager ownership U.S. equity Total fund universe Lowest cost quartile Highest / manager tenure / manager retention / /

Technology

alpha / biotechnology / /

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