[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Capital Allocators – Inside the Institutional Investment Industry
Active vs. Passive: Investment Dynamics Unveiled
This chapter explores the ongoing debate between active and passive investment management, highlighting recent trends towards indexing influenced by regulatory changes. It examines the impact of factors like assets under management on a manager's value extraction and challenges the notion of passive superiority through discussions on market efficiency. The narrative also touches on cognitive biases in decision-making within investment teams, advocating for diversity and independent evaluations to improve outcomes.
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