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Latest Integrate Active and Passive Management Publications
Integrate Active and Passive Management

Market Cap vs. Research

This article will give you a comprehensive overview of the respective benefits of investing in an index weighted by market cap versus active investment in research-based equities. Read on to learn more. What is Market Cap? Market cap is the abbreviated term for market capitalization, which is calculated as the price of a company’s shares […]

Integrate Active and Passive Management

How to Work Toward Maximizing Bond Yield

Most investors have a working understanding of bonds and their role in a portfolio, though some investors may not know the different types of bonds available, nor the ways in which bond yield can be increased. This article will discuss a number of strategies and tactics to improve bond yield, as well as discuss some […]

Integrate Active and Passive Management

Index Funds vs Indexed SMAs: What You Need to Know to Make the Right Choice

Passive investing with index funds has grown in popularity over the past 20 years, forcing many people to weigh the relative merits of index funds and Separately Managed Accounts (SMA). Each investment vehicle has strengths and weaknesses, and understanding how these characteristics blend with the goals and needs of a financial plan can lay the […]

Integrate Active and Passive Management

Tax Efficiency and Investing What You Need to Know About Index SMAs

As the aggregate size of an investor’s portfolio increases – to say nothing of an investor’s annual income – it’s in the investor’s best interest to investigate ways in which to improve tax efficiency, and reduce tax liability as much as possible to help maximize returns. This article will discuss several tactics related to tax […]

Integrate Active and Passive Management

Active vs Passive Investing: Which Option Is Best?

A common debate between investors remains the argument between active vs passive investing. Both methods have staunch proponents who perhaps stubbornly refuse to see the merits of the other approach, and ultimately cost themselves potential returns. While passive investment has become popular in recent times, there are distinct advantages to active equity management. These respective […]

Integrate Active and Passive Management

6 Reasons Passive Investing is a Promising Strategy

In the investment world, the passive vs. active investment debate has been raging on for years. Each method has its own pros and cons that appeal to different individuals depending on their investment goals and strategies. Over the past few years, passive investing has been growing rapidly in popularity among investors. This is largely shown […]

Integrate Active and Passive Management

5 Reasons Why So Many Investors Prefer Active Management

In recent years, passive investing has been growing in popularity among investors. People are attracted to the “buy and hold” strategy that goes with passive investing. However, despite this growing popularity, a lot of investors still prefer active management for their investment portfolio. Why has active investing remained popular as passive investing grows? What attracts […]

Integrate Active and Passive Management

What Every Investor Needs to Know About Small- and Mid-Cap Stocks

Some investors may not fully understand that small cap and mid cap stocks often represent unique investment opportunities, in that smaller-cap stocks often come with unique risks and rewards that mega cap stocks do not. This article will briefly overview small and mid cap stocks, and better explain the role of smaller-cap stock within an […]

Integrate Active and Passive Management

How to Effectively Leverage Active and Passive Investment Strategies

One of the greatest myths in the investment world is that active and passive investment strategies are incompatible with one another. Many people believe you are either an active investor or a passive investor but you cannot be both. This couldn’t be further from the truth. In fact, using active and passive investment strategies in […]

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Integrate Active and Passive Management

Maximize Your Index Return
Maximize Your Index Return
Linden Thomas & Company

One of America’s Top Wealth Managers builds a better Index

At Linden Thomas, we believe most indexes focus on the wrong things like weighting the index based on the size of a company (market cap).

We agree with many long-term academic studies that continue to validate the importance of how quality earnings are directly connected to real equity performance…

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All Integrate Active and Passive Management Publications
index-funds-vs-indexed-smas-what-you-need-to-know-to-make-the-right-choice-image
Integrate Active and Passive Management

Index Funds vs Indexed SMAs: What You Need to Know to Make the Right Choice

Passive investing with index funds has grown in popularity over the past 20 years, forcing many people to weigh the relative merits of index funds and Separately Managed Accounts (SMA). Each investment vehicle has strengths and weaknesses, and understanding how these characteristics blend with the goals and needs of a financial plan can lay the […]

tax-efficiency-and-investing-what-you-need-to-know-about-index-smas-image
Integrate Active and Passive Management

Tax Efficiency and Investing What You Need to Know About Index SMAs

As the aggregate size of an investor’s portfolio increases – to say nothing of an investor’s annual income – it’s in the investor’s best interest to investigate ways in which to improve tax efficiency, and reduce tax liability as much as possible to help maximize returns. This article will discuss several tactics related to tax […]

how-to-maximize-bond-yield-image
Integrate Active and Passive Management

How to Work Toward Maximizing Bond Yield

Most investors have a working understanding of bonds and their role in a portfolio, though some investors may not know the different types of bonds available, nor the ways in which bond yield can be increased. This article will discuss a number of strategies and tactics to improve bond yield, as well as discuss some […]

active-vs-passive-investing-which-option-is-best-image
Integrate Active and Passive Management

Active vs Passive Investing: Which Option Is Best?

A common debate between investors remains the argument between active vs passive investing. Both methods have staunch proponents who perhaps stubbornly refuse to see the merits of the other approach, and ultimately cost themselves potential returns. While passive investment has become popular in recent times, there are distinct advantages to active equity management. These respective […]

6-reasons-passive-investing-is-a-promising-strategy-2-image
Integrate Active and Passive Management

6 Reasons Passive Investing is a Promising Strategy

In the investment world, the passive vs. active investment debate has been raging on for years. Each method has its own pros and cons that appeal to different individuals depending on their investment goals and strategies. Over the past few years, passive investing has been growing rapidly in popularity among investors. This is largely shown […]

5-reasons-why-so-many-investors-prefer-active-management-2-image
Integrate Active and Passive Management

5 Reasons Why So Many Investors Prefer Active Management

In recent years, passive investing has been growing in popularity among investors. People are attracted to the “buy and hold” strategy that goes with passive investing. However, despite this growing popularity, a lot of investors still prefer active management for their investment portfolio. Why has active investing remained popular as passive investing grows? What attracts […]

what-every-investor-needs-to-know-about-small-and-mid-cap-stocks-image
Integrate Active and Passive Management

What Every Investor Needs to Know About Small- and Mid-Cap Stocks

Some investors may not fully understand that small cap and mid cap stocks often represent unique investment opportunities, in that smaller-cap stocks often come with unique risks and rewards that mega cap stocks do not. This article will briefly overview small and mid cap stocks, and better explain the role of smaller-cap stock within an […]

market-cap-vs-research-2-image
Integrate Active and Passive Management

Market Cap vs. Research

This article will give you a comprehensive overview of the respective benefits of investing in an index weighted by market cap versus active investment in research-based equities. Read on to learn more. What is Market Cap? Market cap is the abbreviated term for market capitalization, which is calculated as the price of a company’s shares […]

how-to-effectively-leverage-active-and-passive-investment-strategies-2-image
Integrate Active and Passive Management

How to Effectively Leverage Active and Passive Investment Strategies

One of the greatest myths in the investment world is that active and passive investment strategies are incompatible with one another. Many people believe you are either an active investor or a passive investor but you cannot be both. This couldn’t be further from the truth. In fact, using active and passive investment strategies in […]

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