Evaluating Active Managers Performance Through the Latest S&P Indices vs. Active (SPIVA) Report
How do active fund managers truly perform against their benchmarks in Asia, and across different markets globally? What does the latest data reveal about the ability of active managers to outperform indices across different market conditions and asset classes?
In this seminar, Dr. Tim Edwards, Global Head of Index Investment Strategy at S&P Dow Jones Indices will dive into the findings of the most recent S&P Indices vs. Active (SPIVA) Report, a globally recognized scorecard that provides an objective comparison of active fund performance against relevant benchmarks.
Key discussion points will include:
- Long-term vs. short-term performance trends of active managers across asset classes.
- Market conditions that favour (or hinder) active management success.
- Regional and sectoral variations in active manager performance.
- Implications for portfolio construction — when may active management add value?
This session will equip CFA members with data-driven insights to better evaluate fund performance, align strategies with investment objectives, and navigate the active vs. passive decision-making process.
