passive

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Feb 3, 2020 by Peter Kraus · across every show →

Everything said about passive, oldest first

Feb 3, 2020 bearish
Prediction Not checkable as stated
Kraus: Active management will keep losing assets without performance-aligned fees
“We need to have a level playing field where active managers can compete with passive and get paid for their performance. Because if they don't, I think over time, active is just going to continue to lose money, which has been the case and continues to be.”
Peter Kraus Feb 3, 2020 ▶ 31:25 Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Jun 3, 2024
Disclosure
SWIB allocates 20% to 25% of public equities to passive index strategies
“So we do have about 20 to 25% of our portfolio in passive, mostly because we want to do all of our rebalancing in passive space. So we're also very rigorous about rebalancing each month, and we want to be able to do that without hitting our active managers all…”
Anne-Marie Fink Jun 3, 2024 ▶ 31:35 Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
Oct 28, 2024 neutral
Assertion Supported
Sandler: Passive equity market share has risen to 60%
“We just went from 25% passive, I think at that time it was probably 50. Now it's 60.”
Ricky Sandler Oct 28, 2024 ▶ 35:21 Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
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