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The age old  challenge in the investment manager profession is to  quite simply beat the  investment performance of their  stated mandate or benchmark after fees. But do they? And if they do, does the manager demonstrate an ability to persist in their performance?

Selecting amongst the over 187,000+ mutual fund and annuity investment options  is a daunting task. Are there certain categories  where investment managers demonstrate skill to beat their benchmark? Do passive, or indexed, investments make sense? To answer these questions,  we’ve created the eBook  An Examination of Active and Passive Investment Strategies.

After reading the eBook, you'll understand  the following:

  • Why the market is a "Zero-Sum" Game
  • Examine the track record of "active" investment managers in many categories
  • Upon finding winning active investment managers, does their performance persist?