Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts and videos, see our latest below.

  • Investing

    January 15, 2020

    Active Management’s Persistent Failure to Persistently Outperform

    Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard.

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  • Investing

    June 04, 2019

    What's in a Fund Name?

    After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund's name, or even its stated objective, when seeking exposure to factor characteristics.

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  • Investing

    May 13, 2019

    Active Management's Impact on Returns and Volatility

    After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study's findings inform what we know about active mutual funds, active share, and volatility.

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  • Investing

    March 18, 2019

    2018’s Active Vs. Index Scorecard

    Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management's continued failure to persistently outperform.

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  • Investing

    November 08, 2018

    Why Active Management Still Fails

    A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate.

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  • Investing

    October 26, 2018

    Time Is Not on Active Management's Side

    Larry Swedroe summarizes the recently released mid-year 2018 SPIVA report, which once again offers powerful evidence regarding active management’s inability to persistently outperform.

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  • Investing

    July 17, 2018

    Persistent Fund Alpha and Active Manager Skill

    Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is.

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  • Investing

    April 23, 2018

    Larry Swedroe on Bloomberg's ETF IQ: Shrinking Pool of Investors Hits Active Investing

    Larry Swedroe talks to Bloomberg ETF IQ host Scarlet Fu in an interview that tackles topics ranging from the Yale endowment to passive fixed income funds and the hurdles facing active managers.

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  • Investing

    February 27, 2018

    Does Active Management Pay in Bond Markets?

    Larry Swedroe examines a new study that highlights the negative relationship between activity and performance in bond funds.

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