Equities

The Benefits of Active Management for Investors


July 27, 2015

active investment management infographic oppenheimerfunds

By Brian Levitt / Senior Investment Strategist, Alec Young / Investment Strategist

OppenheimerFunds’ Senior Investment Strategist Brian Levitt and Investment Strategist Alec Young explain the merits of active investment management over passive strategies.

Active management provides differentiation from passive strategies designed to track benchmarks. By definition, passive strategies can never outperform their benchmarks and, once fees are taken into account, all passive strategies underperform their indices.

An actively managed portfolio has the potential to outperform its benchmark over the long term because it may have a different weighting of securities, and may not necessarily own all the securities or own different securities than the benchmark.

Brian and Alec explain why high conviction, low turnover, long-term active strategies are particularly well-suited for investing in global markets, how they may offer advantages in an environment of weakening corporate earnings and worries about global economic conditions, and how they may also benefit fixed income investors.

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These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict performance of any investment. These views are subject to change based on subsequent developments.