Performance Attribution for Passive Strategies

March 2016

Are you telling the true story of your strategy performance? As passive index investing has gained momentum since the first index fund was launched nearly 40 years ago, the debate on the merits of passive investing versus active investing has simmered in the background.

We took a look at the evolution of passive and active investing, the trends driving each approach in the marketplace and the factors critical to performance attribution in a passive strategy. Our goal is to help managers identify an effective performance solution that provides the appropriate level of transparency and insight when it comes to their key passive performance drivers.

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