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June 29, 2020 03:36 PM

Review of active vs. passive over the past decade

Aaron M. Cunningham
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    Pensions & Investments has observed from its various surveys a continuous increase of large-cap U.S. equity assets shifting to passive strategies. Institutional passive large-cap assets under management increased 12.1% annually over the past 11 years, while active strategies have increased only 5.7%. Passive now represents 56% of the total. The movement can be partially attributed to S&P 500 mandates within defined contribution plans.

    The majority of U.S. equity mandates excluding large cap are still active. However, only 67% of AUM is currently in active strategies overall, down sharply from 83% in 2008.

    Equty P&I Pro 4

    In contrast to equities, U.S. fixed income remains largely active, with 77% of AUM still in active strategies, down only slightly from 82% in 2008.

    Fixed Income P&I Pro 4

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