Challenging the conventional wisdom on active management: A review of the past 20 years of academic literature on actively managed mutual funds

KJM Cremers, JA Fulkerson, TB Riley - Financial Analysts Journal, 2019‏ - Taylor & Francis
Just over 20 years have passed since the publication of Mark Carhart's landmark 1997 study
on mutual funds. Its conclusion—that the data did “not support the existence of skilled or …

Machine-learning the skill of mutual fund managers

R Kaniel, Z Lin, M Pelger… - Journal of Financial …, 2023‏ - Elsevier
We show, using machine learning, that fund characteristics can consistently differentiate
high from low-performing mutual funds, before and after fees. The outperformance persists …

Does corporate social responsibility affect mutual fund performance and flows?

S El Ghoul, A Karoui - Journal of Banking & Finance, 2017‏ - Elsevier
We use an asset-weighted composite corporate social responsibility (CSR) fund score to
study the effects of CSR on fund performance and flows. Compared to low-CSR funds, high …

Time‐varying fund manager skill

M Kacperczyk, SV Nieuwerburgh… - The Journal of …, 2014‏ - Wiley Online Library
We propose a new definition of skill as general cognitive ability to pick stocks or time the
market. We find evidence for stock picking in booms and market timing in recessions …

ESG preference, institutional trading, and stock return patterns

J Cao, S Titman, X Zhan, W Zhang - Journal of financial and …, 2023‏ - cambridge.org
Socially responsible (SR) institutions tend to focus more on the environmental, social, and
governance (ESG) performance and less on quantitative signals of value. Consistent with …

Indexing and active fund management: International evidence

M Cremers, MA Ferreira, P Matos, L Starks - Journal of Financial Economics, 2016‏ - Elsevier
We examine the relation between indexing and active management in the mutual fund
industry worldwide. Explicit indexing and closet indexing by active funds are associated with …

Active share and mutual fund performance

A Petajisto - Financial analysts journal, 2013‏ - Taylor & Francis
Using Active Share and tracking error, the author sorted all-equity mutual funds into various
categories of active management. The most active stock pickers outperformed their …

Risk shifting and mutual fund performance

J Huang, C Sialm, H Zhang - The Review of Financial Studies, 2011‏ - academic.oup.com
Mutual funds change their risk levels significantly over time. Risk shifting might be caused by
ill-motivated trades of unskilled or agency-prone fund managers who trade to increase their …

Do funds make more when they trade more?

Ľ Pástor, RF Stambaugh, LA Taylor - The Journal of Finance, 2017‏ - Wiley Online Library
We model fund turnover in the presence of time‐varying profit opportunities. Our model
predicts a positive relation between an active fund's turnover and its subsequent benchmark …

[ספר][B] Expected returns: An investor's guide to harvesting market rewards

A Ilmanen - 2011‏ - books.google.com
This comprehensive reference delivers a toolkit for harvesting market rewards from a wide
range of investments. Written by a world-renowned industry expert, the reference discusses …