Passieve fondsen, zoals indextrackers, en actieve fondsen groeien steeds meer naar elkaar toe.
Dat zegt John Bogle, de oprichter van fondsenaanbieder Vanguard en grondlegger van indextrackers in de Verenigde Staten, bij een webseminair voor Indexuniverse.com.
Actief versus passief
‘I believe it is now clear that indexing has changed the world of investing in some very remarkable ways. First and most notably, I think we’ve had an odd convergence of indexing in two different areas.’
‘Active fund management has become much more like passive fund management—for example, active managers are often quantitative, working off matching indexes or having enhanced index funds or closet index funds. Or when you look at brokerage recommendations, you see they overweight relative to the index or underweight rather than buy or sell. The way we look at investing has been changed by standard indexing.’
‘But even as that has happened, passive indexing has gotten a lot more like active fund management. That is, we use index funds for rapid trading in some very remarkable ways.’
Lees het verslag van de bijeenkomst met John Bogle voor Indexuniverse.com