SPIVA® US Scorecard
The latest SPIVA Scorecard provides an update on the active versus passive investment debate. Declining markets can make active management skills more valuable and our 2022 scorecard identifies several fund categories in which a majority of active managers outperformed. However, in the largest and most closely watched category, US large-cap equities, a slim majority underperformed.
On the positive side, this was the lowest underperformance rate since 2009 and the fourth best across more than two decades of our annual SPIVA Scorecards. Less positively, 2022 was characterised by several specific and unusual active tailwinds that may not persist.
Download the whitepaper
Register for free access to hundreds of resources. Already registered? Sign in here.
More related resources
Transforming IRRBB into a strategic advantage
Forward-thinking banks are transforming IRRBB from a regulatory obligation into a strategic tool
Asset and liability management: the nerve centre of modern banks
Regulatory and compliance mandates can be complex and challenging. Therefore, a multiple-view approach to ALM, regulations and finance within the organisation, is key
Capitalising on CMBS
A white paper assessing the outlook for the CMBS market in the US and Europe
Cryptocurrency regulation summary: 2022 edition
An analyst report summarising global regulatory guidelines surrounding the trading and issuing of crypto assets around the world
Data to anchor a new age of risk management
Today, modern enterprises must tackle unstructured data, semi-structured data and data with high variety, velocity and volume. But current data systems for compliance cannot perform the requisite advanced analytics that require scale
