Implications of Spiva study for NZ retail investors
ANALYSIS: Including a look at how pension funds, both locally and overseas, choose between the active and passive alternatives.
The Spiva data show that passive investing by owning a low-cost, highly diversified fund is the way to go.
Two weeks ago, we covered the S&P Dow Jones Indices (Spiva) Australia Scorecard and noted its important finding that, over 15 years, about 77% of New Zealand fund managers underperformed the ‘essentially, buy and hold everything’ strategy of an index fund. Today in the third and final ‘Spiva
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