The August 2024 Content Leaderboard

The most downloaded papers in August 2024

Each month, we present the best-performing papers of the number by number of downloads.

Beyond Active and Passive Investing: The Customization of Finance (CFA Institute Research & Policy Center)

Conventional wisdom believes passive investing will dominate the future, but analysis of key trends indicates that active management will prevail.

The Golden Rule of Investing (PMR)

Read about how the “defensive mix” offers the best protection against downside volatility over a time horizon of one year.

Harris Vs Trump: The Foreign Policy and Investment Implications (Wellington Management)

Wellington Management examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

Active vs. Passive Funds by Investment Category (Morningstar)

Over the past decade, inflows have tilted toward passive funds as investors seek out cost-effective and broad market exposure.

Real Estate Market Analysis (Manulife IM)

For compliance reasons, this paper is only accessible in certain geographies

The real estate house view articulates a transparent and unbiased viewpoint of current U.S. and Canadian CRE market conditions.

Active vs. Passive Investing: Revisiting the Debate (MS IM)

In an environment where the biggest companies make up a larger share of the index, a bottom-up, high quality strategy focusing on steady, resilient compounding can serve as a useful complement.

How to Navigate a Deepening Global Stock Correction (Goldman Sachs)

Stock markets from New York to Paris to Beijing are showing signs of correcting. While the reasons differ from one region to another, a moderate downturn in equities is widespread, and volatility is likely to persist.

Quant Renaissance: New Approaches Revive Systematic Investing (Man Group)

Man Group explores how the hunt for orthogonal alpha is breathing new life into quant investing; and blending traditional with idiosyncratic quantitative approaches in a portfolio.

2H 2024 Alternative Credit Insights: Investing for Resiliency (Nuveen)

At the start of the year, the consensus was that rate cuts were the name of the game in 2024.

Smart Beta, Direct Indexing, and Index-Based Investment Strategies (CFA Institute Research & Policy Center)

Innovations such as smart beta exchange-traded funds and direct indexing go beyond traditional capitalization-weighted strategies and incorporate varying levels of active management.