Ben Felix | Actively Managed Funds In Canada Are Still Terrible @BenFelixCSI | Uploaded July 2018 | Updated October 2024, 2 hours ago.
As at the end of 2017, Canadians still had 88.8% of their mutual fund and ETF assets invested in actively managed products. This would all be fine if actively managed funds were delivering any semblance of decent performance. Unfortunately, the performance of actively managed funds continues to be dismal.
Referenced in this video:
SPIVA Canada Scorecard - spglobal.com/spdji/en/documents/spiva/spiva-canada-year-end-2017.pdf
Morningstar Global Fund Investor Experience Study - morningstar.com/content/dam/marketing/shared/pdfs/global-fund-investor-experience/GlobalFundInvestorExperienceReport2017.pdf
On Persistence in Mutual Fund Performance - jstor.org/stable/2329556
#mutualfunds #etf #activemanagement
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PWL Capital Blog Post: pwlcapital.com/actively-managed-funds-canada-still-terrible
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As at the end of 2017, Canadians still had 88.8% of their mutual fund and ETF assets invested in actively managed products. This would all be fine if actively managed funds were delivering any semblance of decent performance. Unfortunately, the performance of actively managed funds continues to be dismal.
Referenced in this video:
SPIVA Canada Scorecard - spglobal.com/spdji/en/documents/spiva/spiva-canada-year-end-2017.pdf
Morningstar Global Fund Investor Experience Study - morningstar.com/content/dam/marketing/shared/pdfs/global-fund-investor-experience/GlobalFundInvestorExperienceReport2017.pdf
On Persistence in Mutual Fund Performance - jstor.org/stable/2329556
#mutualfunds #etf #activemanagement
------------------
Visit PWL Capital: goo.gl/uPcXg7
PWL Capital Blog Post: pwlcapital.com/actively-managed-funds-canada-still-terrible
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company-beta/105673
Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
------------------
Video channel management, content strategy & production by Truly Inc.
- Website: trulyinc.com
- Twitter: twitter.com/trulyinc