BNET Business Dictionary
Business Definition for: Passive Investment Management
- the managing of a mutual fund or other investment portfolio by relying on automatic adjustments such as indexation instead of making personal judgments.
- See also Active Fund Management
Additional Resources
- FundQuest Releases â??What Now?â?? Research Paper Comparing Active and Passive Investment Management
- BOSTON -- FundQuest has just released a new research white paper titled, â??What Nowâ??Active or Passive Management? Examining Real Alpha and Exotic Betaâ??. This ...
- Research articles 2009-05-13
- Be Passive or Not?: Analyzing Passive Investment Strategy in a Financial Market Through Agent-Based Simulation
- Techniques in financial engineering applied to decision making of investment management. However, they sometimes fail because of unpredictable phenomena in financial markets. One is conducting research to uncover issues of financial markets through agent-based modeling. So far, they have reported on micro-macro links among agents and markets, investors' behaviors with...
- White papers 2004-05-10
- FundQuest Publishes Extensive Study on Active Versus Passive Management — Provides Important New Insights for Portfolio Construction
- BOSTON -- FundQuest has completed a research white paper entitled, 'Practical Applications of Active and Passive Investment Management: Examining Real Alpha and Exotic Beta'. This study compares the potential benefits of active versus passive portfolio management in major categories of investments and offers investment guidance based on the results. The...
- Research articles 2007-10-10
- MassPRIM hires 3 to run combineD $2.07 billion.(Massachusetts Pension Reserves Investment Management Board contracts)(Brief article)
- BOSTON - The Massachusetts Pension Reserves Investment Management Board hired AllianceBernstein, AXA Rosenberg and State Street Global Advisors to run $690 million each in active EAFE equities. Fund officials decided in February to boost the $41.9 billion system's international allocation to 20% from 15%. The bulk...
- Research articles 2006-08-07
- NEXT GENERATION: Future of passive investing may be in rebalancing, not benchmarks.(Brief Article)
- NEW YORK - Deutsche Asset Management officials say they have invented the next generation of passive investment vehicles by maximizing the portfolios' long-term growth rate instead of using the traditional capitalization-weighted benchmark. The mo NEW YORK - Deutsche Asset Management officials say they...
- Research articles 2001-07-23
- $260 million price tag: Northern Trust vaults to No. 3 in indexing with Deutsche deal; Buyer gains $120 million in passive, enhanced assets, along with 29 investment management professionals.(News)
- Byline: Dave Kovaleski Northern Trust Global Investments, Chicago, will become the third largest manager of institutional indexed assets with the acquisition of Deutsche Asset Management's $120 billion passive and enhanced indexing business. No Byline: Dave Kovaleski Northern...
- Research articles 2002-09-30
- Enhanced Or Active? Precisely Defining Enhanced Endexing And Risk-Controlled Active Management
- Few areas of investment management are as misunderstood as enhanced indexing. For an investment approach that stresses precision, this is quite ironic. Yet despite this hindrance, this type of investing has been growing dramatically around the world, particularly in the bearish early years of the new century. This article refines...
- White papers 2003-01-01
- Downside Equity Risk Management
- During the past decades, the investment management industry has undergone numerous changes. New forms of investment products have come into existence to meet the needs of changing financial regulation, information technology, and investor demands. Today, most investors concentrate on traditional investment vehicles such as stocks, bonds, and currencies. However, an...
- White papers 1996-03-28
- Highland Capital Increases 'Passive' Stake in Capstead Mortgage to 5.3%
- Lon Juricic submits: In a 13G filling on Capstead Mortgage (NYSE: CMO), Highland Capital Management disclosed a 5.3% stake (2,828,409 shares). The firm held 2100954 shares at the quarter ended 3/31/08. A 13G indicates a passive investment. Capstead Mortgage Corporation operates as a real estate investment trust. The...
- External links 2008-08-07
- 401(k) plans: Exxon Mobil goes passive in a big way; Merged funds abandoning active management in 2003.(News)(new investment portfolio management)(Brief Article)(Statistical Data Included)
- Byline: Vineeta Anand IRVING, Texas - Exxon Mobil Corp.'s $14 billion 401k plans are dumping active investment management. The company, formed through the merger of Exxon Corp. and Mobil Corp. in 1999, will go to an almost 100% indexed format ...
- Research articles 2002-09-16
- News: AP3 splits Asia brief three ways.(State Street Corp.)(Capital International Inc.)(Schroder Investment Management Ltd.)(JP Morgan Fleming Asset Management)(Brief Article)
- State Street has lost a $378m passive Asia-Pacific mandate from the Third National Swedish pension fund AP3. State Street has lost a $378m passive Asia-Pacific mandate from the Third National Swedish pension fund AP3.
- Research articles 2002-08-12
- Bond Portfolio Management Strategies
- Stock market investors will choose a particular risk level on the SML and invest at this point, choosing only those securities that lie on the SML or above it. Stock investors have different levels of risk/return requirements. A young, aggressive bond investor may choose a high-risk bond & is willing...
- White papers 2003-01-01
- CalPERS issues passive small cap domestic equity RFP
- SACRAMENTO, Calif.--BUSINESS WIRE--June 18, 1997--The California Public Employees' Retirement System CalPERS today launched a search through the Internet for a passive small capitalization domestic equity investment management firm to manage approximately $1.2 billion of the Fund's domestic equity assets.
- Research articles 1997-06-18
- News: Active houses line up to fight passive threat.(investment advisers)(Brief Article)
- The row over the value of active management sparked off by Ron Sandler hotted up last week as active managers fought to defend their sector's reputation. A number of UK fund giants prepared to lobby the government and the UK's Investment Management Association IMA...
- Research articles 2002-07-29
- 7IM launches value passive multi-manager products.
- Seven Investment Management's suite of passive multi-manager funds has gone live, offering investors exposure to the same asset allocation positions as 7IM's active funds but at a cheaper cost.. Oliver Shah The four Asset Allocated Portfolios - AAP Balanced, AAP Moderately Cautious,...
- Research articles 2008-04-07
- 7IM passive portfolios go live.
- Seven Investment Management's suite of passive multi-manager funds has gone live, offering investors exposure to the same asset allocation positions as 7IM's active funds but at a cheaper cost.. Oliver Shah The four Asset Allocated Portfolios - AAP Balanced, AAP Moderately Cautious,...
- Research articles 2008-04-07
- Asset and Liability Management Model
- Common portfolio management models deal with the maximization of the financial well being of an investor or institution. Passive portfolio management lacks flexibility and foresight, two elements of prominent significance in today's highly volatile financial markets. The paper reveals about the active portfolio management which, nowadays, is gaining momentum among...
- White papers 2004-11-10
- State Street Global Advisors Wins GBP 75 Million Mandate from Liontrust Asset Management PLC
- LONDON -- State Street Global Advisors, the investment management arm of State Street Corporation (NYSE: STT) and the largest institutional fund manager in the world, today announced that it has been appointed by Liontrust Asset Management PLC Liontrust to manage a GBP 75 million passive equity mandate for Liontrust's Top...
- Research articles 2004-09-30
- Fiduciary management.
- The advent of fiduciary management was hailed earlier this month by a report called Defining moments, produced by Watson Wyatt. The document also called for the end to ever rising fund management fees and advocated 'beta creep', the emergence of passive fund...
- Research articles 2008-05-26
- Franchising. Why the Inquiry? | BTalk Australia
- (14min 37) Franchising is the subject of a federal government inquiry due for completion this December. The focus is on unconscionable conduct in the sector. Today on Btalk Australia Phil Dobbie talks to Adrian McFedries, the managing director of legal consultancy DC Strategy, about existing legislation in...
- Blog posts 2008-07-29
