Lockheed Martin Secures $92.8M AEGIS Sustainment Contract from U.S. Navy 
Winter Storm Disrupts Northeast Travel as Snow and Ice Blanket New York, New Jersey 
Nvidia and Groq Strike Strategic AI Inference Licensing Deal 
Royalty Pharma Stock Rises After Acquiring Full Evrysdi Royalty Rights from PTC Therapeutics 
Citigroup to Exit Russia With Sale of AO Citibank to Renaissance Capital 
Brazilian Oil Workers’ Strike Continues as Key Petrobras Union Rejects Proposal 
China’s Iron Ore Buyer Pressures Mining Giants as New Supply Shifts Market Power 
Novo Nordisk and Eli Lilly Cut Obesity Drug Prices in China, Boosting Access to Wegovy and Mounjaro 
Hyundai Faces Deadline on Russia Plant Buyback Amid Ukraine War and Sanctions 
California DMV Proposes New Safety Rules for Autonomous Vehicles After Waymo Incidents 
Boeing Secures $8.6 Billion Pentagon Contract for F-15 Jets for Israel 
Trump Administration Probes Corporate DEI Programs, Raising Questions for Google Stock 
China’s LandSpace Takes Aim at SpaceX With Reusable Rocket Ambitions 
Warner Bros. Discovery Shares Slide Amid Report of Potential Paramount Skydance Lawsuit 
Winter Storm Devin Triggers Massive Flight Cancellations and Travel Disruptions Across the U.S. 
Lloyds Banking Group to Close Invoice Factoring Business by End of 2025 
Boston, Feb. 27, 2017 -- Press Release
Dalbar Announces Active versus Passive Analysis
Does Passive Performance Overcome Investor Behavior
(February 27, 2017) Dalbar Inc. announced the release of its analysis of active and passive investing and how these approaches affect the returns investors earn. Following its long tradition of looking past theoretical investment statistics, Dalbar has measured the impact these investments have on investors’ wallets.
Dalbar’s Investor returns show no clear winner.
Over the longer terms, active investments produced better results, reflecting the tendency for investors to remain invested for longer periods. Shorter term results show passive investments ahead, driven in part by the unexpected post-election run-up in the markets.
The explanations for why active investments caught up with the superior investment statistics of the passive funds include better investor retention during market downturns, asset allocation and capital preservation strategies of active investments.
The study also points out the unregulated and unaccountable nature of the indices that are tracked by passive funds.
The study concludes that the choice of active or passive investing should be based largely on the needs and preferences of the investor and the cost of providing asset allocation and capital preservation strategies that are not available in passive funds.
The full report is available for purchase by visiting https://www.dalbar.com/catalog/product/63.
For more information please contact, Cory Clark at 617.624.7156 or email [email protected]
Dalbar, Inc. is the financial community’s leading independent expert for evaluating, auditing and rating business practices, customer performance, product quality and service. Launched in 1976, Dalbar has earned the recognition for consistent and unbiased evaluations of investment companies, registered investment advisers, insurance companies, broker/dealers, retirement plan providers and financial professionals. Dalbar awards are recognized as marks of a superior standard of care in the financial community.
###
Contact: Cory Clark 617.624.7156 [email protected]
